File Connector

Analyze Files from OneDrive with AI

Connect Microsoft OneDrive to Formula Bot, select Excel or CSV files with the Microsoft picker, and start analyzing them in plain English.

Free to tryMicrosoft OAuthExcel-ready

Microsoft picker

Sign in with Microsoft, choose one or more supported files from OneDrive, and Formula Bot imports them directly into your dashboard or chat.

User-approved access

Each user connects their own Microsoft account. Formula Bot imports selected files and does not change your source OneDrive documents.

Excel file analysis

Analyze imported OneDrive workbooks, CSVs, and TSVs with AI-generated summaries, charts, dashboards, and reports.

What You Can Analyze

Excel Workbook Analysis

  • “Summarize revenue by customer from this workbook”
  • “Which rows have missing required fields?”
  • “Create charts from the financial model”

Operational Reports

  • “Find outliers in this exported report”
  • “Compare current performance to last month”
  • “Create a concise leadership summary”

Dashboard Building

  • “Build a dashboard from this OneDrive file”
  • “Create KPI cards for the main tabs”
  • “Show trend lines for the last 12 months”

Team File Workflows

  • “Analyze the shared forecast file”
  • “Turn this workbook into an executive report”
  • “Identify duplicate customers across sheets”

Detailed Setup Guide

Step-by-step instructions for connecting and configuring OneDrive.

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Frequently Asked Questions

The OneDrive connector lets users choose files from Microsoft OneDrive and import them into Formula Bot for AI-powered analysis, dashboards, and reporting.
Users sign in with a Microsoft account that has access to the OneDrive file. Formula Bot can support personal Microsoft accounts and work or school accounts when the organization allows the app.
The connector supports spreadsheet-style files such as Excel workbooks, CSV files, and TSV files. It is designed for structured data that Formula Bot can analyze.
No. Formula Bot imports the selected file for analysis and does not edit, delete, or overwrite your source file in OneDrive.
Yes. Some Microsoft work or school tenants require administrator approval for third-party apps. In that case, the tenant admin may need to approve Formula Bot before users can connect OneDrive.
Yes. Once imported, OneDrive files can be used as sources for AI chats, dashboards, charts, and reports.

Ready to Analyze OneDrive Files with AI?

Connect OneDriveSign in to existing account