> ## Documentation Index
> Fetch the complete documentation index at: https://docs.emanate.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# CSM Integration

> Connect OneDrive, Google Drive, SharePoint, Dropbox, or Box so assistants can read the folders you share

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.

<Note>
  You connect once for the whole organization, then choose exactly which folders and files assistants may read.
  Everything else stays private.
</Note>

## Supported providers

These are the document-storage providers available in the CSM connect picker:

* **OneDrive**
* **SharePoint**
* **Google Drive**
* **Dropbox**
* **Box**

## 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](/knowledge-base/overview). Upload static reference material there;
connect cloud storage here when the source of truth already lives in OneDrive or Drive.

## Before you start

| You need                                                    | Why                                                                                                                    |
| ----------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------- |
| Permission to manage integrations in Emanate                | Connecting CSM and choosing document access is an org-admin action.                                                    |
| Access to the OneDrive / Drive account that holds the files | You authorize that account during connect. Prefer a shared / service account your team already uses for planning docs. |
| The folders you want assistants to use                      | You pick these after connect (for example a shared planner folder).                                                    |

## Connect OneDrive (or another provider)

<Steps>
  <Step title="Open the CSM tab">
    In Emanate, go to **Integrations**, then open the **CSM** tab.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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**.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

## Turn it on for assistants

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

### 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.

### 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.

## Managing access later

| Action                                          | Where                                                          |
| ----------------------------------------------- | -------------------------------------------------------------- |
| Change which folders are shared                 | CSM row menu → **Manage document access**                      |
| Refresh the folder tree after big Drive changes | CSM row menu → **Sync now**                                    |
| Remove Emanate's access                         | CSM row menu → **Disconnect** (reconnect starts a fresh index) |

## 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.

## Troubleshooting

<AccordionGroup>
  <Accordion title="I don't see the CSM tab">
    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](mailto:support@emanate.ai).
  </Accordion>

  <Accordion title="OneDrive connect fails or loops">
    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.
  </Accordion>

  <Accordion title="The folder I need isn't listed yet">
    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.
  </Accordion>

  <Accordion title="The assistant can't see a file I know is there">
    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.
  </Accordion>

  <Accordion title="We only want one file or folder shared, nothing else">
    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.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Knowledge Base" icon="book-open" href="/knowledge-base/overview">
    Upload static catalogs and FAQs
  </Card>

  <Card title="Tactics" icon="sparkles" href="/home/tactics">
    Personal assistant that can use connected documents
  </Card>

  <Card title="Integrations overview" icon="plug" href="/integrations/overview">
    All connection types in one place
  </Card>
</CardGroup>