HeyBobFind the file. Skip the hunt.
Connect OneDrive and Bob finds the document, reads it, and uses it to finish the job you asked for. In the HeyBob app on Mac, Windows and Linux, or in Slack. He asks before he changes a file.
- Your own Microsoft account
- Asks before he changes a file
- A receipt on every job
What Bob can do in OneDrive.
He uses what the OneDrive connection offers for your account, and tells you plainly when a job needs something it does not. Files are most useful as the source for a bigger job.
Find files
By a piece of the title, the owner, the folder or when it last changed.
Read and compare
Open the document and use it alongside Outlook, Excel, your CRM or project tools.
Change a file
Copy, create or edit only after he shows you where and what, and you say yes.
Five things to hand him.
Say it the way you would to a new hire. A title, owner or folder helps him pick the right file.
“Find the current procurement policy in OneDrive and sum up the approval thresholds.”
The answer, with the file it came from.
“Use tomorrow’s Outlook calendar, the account plan in OneDrive and the Salesforce opportunity to write my customer brief.”
The file supplies the plan. He does the rest of the job.
“Find the two latest launch plans and explain which commitments changed.”
Two versions, one list of differences.
“Read the contract summary in OneDrive and the latest Outlook thread. Draft an answer to the customer’s open questions.”
The draft is separate from the send, which waits for your yes.
“Copy the approved template into the Northstar folder. Show me where it is coming from and going to first.”
He checks the connection can do it, then asks before the copy.
Connected in a minute.
Tell Bob to connect Microsoft OneDrive.
Tap the button he posts and sign in with Microsoft.
Read what Microsoft asks you to allow. Your company’s Microsoft admin may need to approve it.
Come back and ask for the file again.
Each person connects their own Microsoft account. Bob never asks for a password in chat, and he can open only the files that account can open.
Start with a file you can check.
- Sharing still applies. Connecting does not get around Microsoft 365’s own access rules.
- OneDrive or SharePoint? If your team uses both, say where the file lives.
- Writes wait for a yes. Keep file changes small and easy to check.
- Make it a page. Ask for a live page built from the files and tools you connect, refreshed on a schedule you pick.
Common questions.
How does Bob connect to OneDrive?
Ask him to connect it, tap the button he posts and sign in with Microsoft. No password goes into chat.
What can Bob do with OneDrive?
Find and read files your account can open, use them in bigger jobs, and change files once you say yes, as far as the OneDrive connection allows.
Can Bob see every file in Microsoft 365?
No. Only what the connected account can open, within what your Microsoft admin allows.
Does Bob ask before changing a file?
Yes. File changes wait for your OK by default.
Hand Bob the file your team keeps hunting for.
$100 of work, on us. Set up in 2 minutes.