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You can add documents to a workflow directly from Microsoft OneDrive or SharePoint, without downloading them first. The import lives in the workflow itself, not on the organization’s Connectors page.

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Import from OneDrive or SharePoint

1

Open the workflow menu

Open the workflow, click the … button in the toolbar, and choose Connect Cloud. You need the Member role or higher in the organization; the option is greyed out otherwise.
2

Sign in to Microsoft

Pick Microsoft OneDrive / SharePoint. A Microsoft sign-in window opens; choose the account that can see the documents. Work accounts land in SharePoint and OneDrive for Business; personal accounts land in personal OneDrive.
3

Pick the files

Open Connect Cloud again and choose Import from SharePoint / OneDrive (or Import from Personal OneDrive). The Microsoft file picker opens. Select one or more files and confirm.
4

Run them

The files are copied into the workflow and appear in the document table like any manual upload. Run them the usual way — see Running workflows.
The import copies the files once. It does not watch the folder: a file added to SharePoint later is not picked up until you import it too.
The Microsoft connection lasts for the browser session. To switch accounts, choose Connect Cloud > Sign out and sign in again.

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What’s next?

Running workflows

Process the imported documents and review the results

Upload and run via the API

Send documents from your own systems instead