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Microsoft 365 Data Sources

OneDrive and SharePoint now have separate setup guides. Choose the source that owns the files you want Siesta AI to synchronize.

Choose OneDrive or SharePoint​

SourceUse it forSetup guide
OneDriveFiles owned by or shared with a Microsoft userOneDrive Data Sources
SharePointTeam sites and document librariesSharePoint Data Sources

Configure OneDrive​

Follow OneDrive setup and folder inputs, including the connected account, processing options, and first-sync checks.

Configure SharePoint​

Follow SharePoint setup and site/library paths, including the additional app-registration requirements for a private instance.

Prepare the Connection​

Create the corresponding OneDrive connection or SharePoint connection. The account must be able to read the intended content.

Processing Difference​

Use the processing guidance in OneDrive or SharePoint for the selected source and deployed version. Original-file retention is explained in Store Source Files.

Verification and Troubleshooting​

Check the first update using the OneDrive verification guide or SharePoint verification guide.