📂 Process a Microsoft OneDrive folder of documents

OneDrive Capabilities

You can iterate through OneDrive folders, find specific files, extract data, and even create or copy files and documents directly in your OneDrive.

Search: Automatically navigate through OneDrive folders (including nested folders) to locate and process specific files.
File Creation: Generate new Microsoft Word documents, Excel files, or folders as part of your workflows.
Data Extraction: Extract key terms, structured fields, or summaries from various file types (e.g., Word, PDF, Excel).
File Management: Copy or move files to reorganize your OneDrive based on workflow requirements.
Scalable Workflows: Handle multiple folders or files simultaneously without manual intervention.

Invoice Processing
Navigate a folder of invoices (PDF) to extract payment details and store them in an Excel file or a custom database.
Contract Review
Iterate through contracts (PDF) to extract key terms (e.g., renewal dates, pricing) and save them in a structured format for easy analysis.
Meeting Documentation
Process meeting notes or agendas to summarize action items and distribute organized reports automatically.
Folder Organization
Automatically sort, copy, or archive files based on specific criteria—like document type, date, or status—to keep your OneDrive neat and easy to navigate.

Structured Outputs: Use Lutra to generate Excel files that summarize or organize extracted data for quick access.
Folder Depth: Lutra supports nested folders; ask it to recursively look over subfolders if needed.
File Types: While optimized for PDFs, Word docs, and Excel spreadsheets, Lutra can also process other common file types. It can create or convert files into PDFs and upload them to your OneDrive.

Integration
Lutra will automatically ask for account permissions when it needs to connect to OneDrive, so you don’t need to configure everything beforehand. You can visit your Integrations page anytime to confirm which accounts Lutra has access to.
Attach OneDrive Folder
- Provide a link to your OneDrive folder in the chat by giving Lutra the URL.
- You can also ask Lutra to search your OneDrive with specific keywords.
Test Folder Access
- Send Lutra a message to confirm it can view the folder contents. For example: “List the files in this folder.”
- Lutra will display the files it sees, helping you verify that the correct folder is being accessed.
Process a Few Files to Start
- Before handling your entire folder, test on a few items:
  “Process the first two files and extract X, Y, Z from them. Put the output into a new Excel file in my OneDrive.”
- Check whether the extracted data is correct and well-formatted.
Refine and Scale
- Provide feedback if something is missing or incorrectly extracted.
- Once things look good, instruct Lutra to process the entire folder or multiple folders.
Create a Playbook
- After verifying your results, create a Playbook to automate and scale up the process.
- You can also set it to run on a schedule or share it with your team.

Start Small
Always begin with a handful of documents to ensure the process runs smoothly before scaling up to larger folders.
Provide Feedback
Lutra uses AI that adapts to your guidance. If the initial results aren’t what you expected, let Lutra know. You might say:
“You missed extracting the invoice due dates, please try again.”
Scale and Automate
Once satisfied, scale the process by asking Lutra to handle more documents or schedule the Playbook to run periodically—daily, weekly, or hourly.
Review Details
Inspect the execution logs to see exactly how Lutra processes each step. In the Chat view, click on log entries to expand and read more details about each operation.