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Connect your team’s cloud file storage so Emanate’s assistants can ground replies and drafts in live documents without uploading copies into the Knowledge Base. Find it under Integrations → CSM in the sidebar.
You connect once for the whole organization, then choose exactly which folders and files assistants may read. Everything else stays private.

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Supported providers

These are the document-storage providers available in the CSM connect picker:
  • OneDrive
  • SharePoint
  • Google Drive
  • Dropbox
  • Box

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What it unlocks

  • Tactics assistant: with Use connected documents on (default when a drive is connected), your personal assistant can search and read the folders you granted.
  • Email agents: turn on Use connected documents per inbox under Context Sources so drafts can pull facts from those same folders.
  • Living files: grant a folder once; files added to it later are included automatically after the next sync.
  • Fail-closed access: assistants only see files you explicitly grant (or that sit under a granted folder). Ungranted files are invisible.
This is complementary to the Knowledge Base. Upload static reference material there; connect cloud storage here when the source of truth already lives in OneDrive or Drive.

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Before you start

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Connect OneDrive (or another provider)

1

Open the CSM tab

In Emanate, go to Integrations, then open the CSM tab.
2

Connect document storage

Choose Connect, then pick OneDrive (or Google Drive, SharePoint, Dropbox, or Box). Sign in with the Microsoft or Google account that owns the files and approve access.
3

Wait for the index (if needed)

Emanate starts indexing your drive. You may see Still indexing while folders appear. You can grant access as soon as the folder you need shows up; you do not have to wait for the entire drive.
4

Choose document access

The Document access picker opens automatically after a successful connect. Select the folders and files assistants should read, then save.Granting a folder covers files added to it later. Granting a single file covers only that file.
5

Confirm it's connected

Back on the CSM tab, the connection shows as Connected. Use the row menu anytime to Manage document access, Sync now, or Disconnect.
Keep related planning docs in one shared OneDrive or SharePoint folder, connect that account under CSM, and grant the folder. Assistants can answer from the live files without a separate upload.

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Turn it on for assistants

Connecting the drive alone does not push documents into every draft. Enable reading where you want it:

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Tactics assistant

  1. Open Tactics → your assistant settings → Context.
  2. Turn on Use connected documents.
  3. If the switch is unavailable, connect Google Drive or OneDrive under Integrations → CSM first.

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Email inbox agents

  1. Open the inbox settings for the mailbox that should use cloud docs.
  2. Under Context Sources, turn on Use connected documents.
  3. This is off by default per inbox, so each mailbox opts in.

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Managing access later

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Privacy and access rules

  • Only granted folders and files are readable by assistants.
  • A file under a granted folder is included; a file outside every grant is not.
  • Drive roots themselves are not grantable as a single checkbox. Pick the folders (or files) you intend to share.
  • “Not found” and “not granted” look the same to the assistant, so unshared material cannot be probed by name.

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Troubleshooting

Confirm you’re in Integrations (Resources in the sidebar) and that your role can manage integrations. If the tab is still missing, contact support@emanate.ai.
Use an account that can open the target folders in the OneDrive / SharePoint web UI. Corporate SSO may require an admin to approve Emanate the first time. Try another browser session or an incognito window, then reconnect.
Indexing can take a few minutes on large drives. Leave Document access open or reopen Manage document access later. Use Sync now from the CSM row menu if the folder exists in OneDrive but still doesn’t appear.
Check Manage document access: the file (or a parent folder) must be checked and saved. Then confirm Use connected documents is on for that Tactics assistant or inbox. Newly added files under a granted folder appear after the next sync.
Grant that single file, or grant only the folder that contains it. Do not grant sibling folders. Assistants cannot read anything outside the allow-list.

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Next steps

Knowledge Base

Upload static catalogs and FAQs

Tactics

Personal assistant that can use connected documents

Integrations overview

All connection types in one place