OneDrive + SharePoint integration
Forward connects to your Microsoft 365 OneDrive and SharePoint document libraries via the Microsoft Graph OAuth flow. Indexes spec PDFs, finish schedules, as-builts, and anything else your team keeps in OneDrive.
What Forward reads
- Specifications (project manual PDFs, division-level files)
- Finish schedules (FF&E plans, color-coded room schedules)
- As-builts (record drawings, redline overlays)
- Equipment cut sheets + submittal data archives
- Photos archived from the field
- Any other text-indexable file (Word, Excel, PDF)
Forward indexes the configured project folder on connect. Re-indexes incrementally as files change. Reads only — no writes, no edits, no deletes.
Microsoft Graph OAuth + permissions
- Authority:
/common— works with both personal Microsoft accounts AND Entra ID (Azure AD) tenants. One app registration handles every customer. - Delegated scopes requested:
Files.Read.All,Sites.Read.All,offline_access,User.Read. - No
Files.Writescope; Forward physically can’t modify your files. - Revoke at any time from Microsoft account → Privacy → Apps. Revocation terminates Forward’s access on the next API call.
Why OneDrive matters
Procore + Autodesk hold the project-management surface (RFIs, drawings, submittals). But specs, finish schedules, and equipment cut sheets often live in the GC’s OneDrive — owned by the architect or shared by the owner. Without OneDrive indexed, the bot can’t quote spec section 09 51 13 verbatim. With it indexed, spec retrieval is a 4-second text round trip.
See /use-cases/spec-search for the spec-section retrieval flow.
Setup time
~15 minutes of OAuth + folder-selection. The initial index typically completes in 5-15 minutes depending on file count. Re-indexing on file changes is automatic.