Automate document processing into OneDrive for Business
Automate exporting data from your documents into OneDrive for Business by integrating the Affinda Platform with your OneDrive for Business account. Achieve straight-through processing by eliminating manual data entry for good.
Get data from your documents into OneDrive for Business
Invoices & receipts
Automatically extract supplier names, invoice numbers, dates and totals - then store both structured data and original files in organized OneDrive folders for instant searchability.
Contracts & agreements
Extract parties, contract values, dates and renewal terms - then automatically tag and organize documents in OneDrive folders to improve contract visibility and reduce compliance risk.
HR forms & certifications
Extract employee names, positions, dates and credentials - then securely organize and store HR documents in OneDrive folders to streamline onboarding and maintain compliance.
Project documents & reports
Extract project names, client details, dates and document types - then automatically organize files in shared OneDrive folders to enable seamless team collaboration and keep project tracking effortless.
How to automate document processing into OneDrive for Business
Affinda processes your documents in the background and sends data straight into OneDrive for Business.Automatically send your documents to Affinda
Upload, email or integrate your documents as soon as you receive themAI agents extract and validate key data fields
Affinda's AI agents extract and transform your data with superior accuracy, thanks to advanced contextual understanding and machine validation.See your data appear in OneDrive for Business
Affinda sends your data straight into OneDrive for Business, automatically populating all the extracted data fields.Extract any information from any document, fast
Create models in seconds
Upload a claims document and the Affinda Platform will predict the fields you need – like claimant details, policy number, incident date, totals and line items – so you can automate claims document processing in just a few clicks.
Validate and transform data
The platform checks extracted claims data against your business rules and transforms it into a format your claims management system expects. That way, it’s ready for workflows like coverage checks, reserving, routing and settlement.
Apply your business logic
Use natural language to write validation rules that match your claims workflows, for example: flag missing fields; check policy numbers match correct formats; validate that document dates are within ranges; check financial consistency, such as line items summing correctly to totals.Pathway 1: Use the Agent
Create integrations fast, even if you’re not a developer. Choose from 2800+ business systems and describe how you want your claims document processing workflow to connect, using natural language. The Agent will generate the code to make it happen.Pathway 2: Write your own code
Easily connect Affinda Platform to your claims stack using our client libraries and APIs. Automatically generate type-safe Pydantic models or TypeScript interfaces tailored to your claims documents, so extracted fields map cleanly into your workflows.
No need to talk to sales. Get started now
Sign up for free
Sign up and configure your custom extraction model.Set up your integration
The Agent works like your own developer - describe how you want data exported, and it builds the integration for you.Start processing
Send your files to Affinda and watch as the data automatically populates into your downstream system.Automating their document processes with AI
Combine the best of artificial and human intelligence
Frequently asked questions
Does Affinda integrate with OneDrive for Business?
Yes. Affinda's integration with OneDrive for Business connects your document processing directly to your storage and collaboration workflows. It automatically extracts, validates and organizes data from invoices, contracts, HR files and project documents - storing both structured data and original files in OneDrive folders.With Affinda, you can process documents faster, improve searchability and maintain complete control over your business files through a single, connected workflow.
How does the Affinda-OneDrive for Business integration work?
Affinda processes documents from any source - email, direct upload or API - and automatically extracts structured data like supplier details, contract terms, employee information and project metadata.
Once extracted, Affinda organizes both the structured data and original files into your OneDrive folders. Documents like invoices, contracts and HR forms are automatically tagged, named and filed according to your preferences.
You can configure custom folder structures, naming conventions and validation rules in plain language - ensuring files are organized exactly how your team needs them, with no manual filing required.
What types of documents can Affinda process and send to OneDrive for Business?
Affinda can process and organize any document type in OneDrive for Business, including:
- Invoices, receipts and purchase orders
- Contracts, agreements and compliance documents
- HR forms, onboarding documents and certifications
- Project files, reports and collaborative documents
It works with both digital and scanned files, using advanced OCR and AI-powered extraction to deliver over 99% accuracy across any format or layout.
Do I need to manually upload files to OneDrive for Business?
No. Affinda can automate document ingestion completely through APIs and integrations. You have three ways to get documents into Affinda:
- Upload files directly to your Affinda workspace
- Email documents to Affinda or set up automatic email forwarding
- Integrate via API or connect your existing cloud storage
Once Affinda receives your documents, everything happens automatically - data is extracted, validated and organized into your OneDrive for Business folders with the right structure and naming conventions.
Can I define my own validation and business rules?
Yes. Affinda lets you write custom validation rules in plain language before documents are organized in OneDrive for Business.
For example, you can set rules to:
- Detect duplicate invoices or contracts before filing
- Verify contract renewal dates or invoice totals
- Route documents to specific folders based on client, project or document type
These checks ensure your OneDrive files are organized correctly, compliant and ready for your team to use.
Can Affinda handle bulk contract uploads for OneDrive for Business?
Yes. Affinda is built for scale. Whether you're processing 50 contracts a month or 5,000 a week, the platform supports bulk uploads and automated straight-through processing into OneDrive for Business.
This makes it ideal for legal teams, contract managers and enterprise organizations managing large volumes of agreements, compliance documents and vendor contracts.
How fast can I get started with the OneDrive for Business integration?
You can be up and running in minutes. Affinda's OneDrive for Business integration is straightforward to set up:
- Connect securely using Microsoft authentication
- Configure your folder structures and naming conventions
- Map document fields to your OneDrive organization system
- Start processing and organizing documents automatically
For teams needing deeper customization, Affinda also offers API access and flexible configuration options to match your specific workflows.
Is my financial data secure when using Affinda with OneDrive for Business?
Absolutely. Affinda follows security standards including ISO 27001:2022, SOC 2 and GDPR for security and compliance. Data is encrypted in transit and at rest, with strict role-based access controls and full audit logging. You can also select region-specific data storage to meet your organization's compliance and data residency requirements.
What are the main benefits of integrating Affinda with OneDrive for Business?
By integrating Affinda with OneDrive for Business, you can:
- Eliminate manual filing and reduce document processing errors
- Create a centralized, searchable repository for all business documents
- Improve team collaboration with automatically organized project files
- Strengthen compliance and auditability with structured document management
- Accelerate document workflows from receipt to storage
- Scale your document processing without adding administrative overhead