Ravical &
Microsoft OneDrive
Connect your agentic AI directly to Microsoft OneDrive and unlock instant access to files, documents, and stored client data—powering smarter, data-driven advisory workflows.
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Ravical connects the tools you already use, so you can deliver faster insights without adding complexity.
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Microsoft OneDrive
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01
Read Client Documents and Files from Microsoft OneDrive
Ravical connects to Microsoft OneDrive to read client documents, shared files, and engagement workpapers within your Microsoft 365 environment, building advisory context from document intelligence.
Document access | Read client files, engagement documents, and shared folders directly from OneDrive without disrupting existing Microsoft 365 workflows
Microsoft 365 integration | Leverage OneDrive's native integration with Word, Excel, and SharePoint to index comprehensive client document and financial intelligence
Cross-portfolio document coverage | Access and index documents across all client OneDrive environments from a single integrated connection point
02
From OneDrive Documents to Intelligent Advisory Context
Ravical uses OneDrive document content to enrich advisory context, extracting client intelligence from files to surface contract obligations, compliance deadlines, and advisory opportunities proactively.
Document intelligence | Extract and index client contracts, financial statements, and correspondence from OneDrive to build rich advisory context automatically
Advisory trigger detection | Identify contract renewals, filing deadlines, and compliance obligations embedded in OneDrive documents to surface advisory actions before they become urgent
Firm knowledge construction | Build searchable client intelligence from OneDrive document repositories, enabling advisors to surface relevant context instantly during client conversations
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