CentrusOneDrive

knowledge · knowledge · read and write

Ask the files you already keep. Then file the next one away.

Centrus integrates with OneDrive for UK field service businesses. Answers from the folders you already keep, and finished files put back where they belong. Your files stay in OneDrive.

Book a demoSee all 27 use cases

start with these

The answer is in a OneDrive folder, and only one person knows which.

Tick the folders on Train and chat answers from the current file, with the file named. Engineers ask about a site drawing or a procedure on WhatsApp, new starters find the form themselves, and a policy change reaches everyone the next time they ask. People and agents can also save receipts, photos and documents back into OneDrive.

  1. 01

    Procedures, policies and site drawings

    An engineer asks on WhatsApp where the board is and what the site allows. The answer comes from your files.

    Read the use case: Procedures, policies and site drawingsWorks with SharePoint, OneDrive, Google Drive, WhatsApp, Dropbox

  2. 02

    Policy changes, briefed in three lines

    The new version is compared with the old, and what changed goes to every engineer on WhatsApp.

    Read the use case: Policy changes, briefed in three linesWorks with Word, SharePoint, OneDrive, Google Drive, WhatsApp

  3. 03

    New starters, useful from day one

    A no-show, the right form, whether to charge, a day off. Answered on Teams or WhatsApp from your SOPs and decisions log, without tapping a senior.

    Read the use case: New starters, useful from day oneWorks with Word, SharePoint, OneDrive, Google Drive, WhatsApp, Teams

  4. 04

    Invoices checked against the contract

    Before it goes, the invoice is reconciled with the POs and timesheets on the job and billed at the contract rates.

    Read the use case: Invoices checked against the contractWorks with BigChange, Joblogic, Simpro, SharePoint, OneDrive, Google Drive

  5. 05

    Receipts filed by month

    Forwarded receipts are filed in OneDrive by month, each named by date, supplier and total.

    Works with OneDrive, Outlook, Gmail
01 / 05

setup

Folders the team already keeps

An administrator sets up Train once. People then connect their own OneDrive if they want to save from chat.

01

Connect OneDrive

In Train, Integrations, click Connect on OneDrive and sign in with Microsoft. Train sees only what that person can open, so pick someone who reaches the shared folders. If your Microsoft 365 asks for approval, IT approves Centrus once.

How to connect

02

Choose what syncs

Open the tree, tick Clients, Jobs, HR or whatever you already keep, and sync. On Active Syncs set a default tag for new files and pick 1, 2, 4, 8, 24 or 48 hours. Tags decide who can ask. See how tags work.

Tags and who sees what

03

Ask, then file

Start asking in chat. Connect OneDrive on Integrations if you want to save from your own drive. When filing repeats, describe it in Agent Builder and drop the OneDrive node on the canvas.

Steps an agent can use

what it covers

What Centrus can read and change in OneDrive

Train is how folders become knowledge. Ask works in chat on the web, WhatsApp and Teams, against files you have synced. Change works from chat and from agents, for people whose tools are switched on. Trigger here means an agent starts from mail, a schedule or a chat, then writes to OneDrive.

connects through
A Microsoft sign-in, on Train and in Integrations
trains from
Shared Libraries, My Files and Shared with Me
writes back
Folders, uploads, downloads and lists, from chat or an agent
stays current
Automatic re-sync every 1 to 48 hours, tags kept

  • Synced folders

    ask

    Shared Libraries, My Files and Shared with Me, after you tick them on Train

    change

    Add or remove a folder from Active Syncs

    trigger an agent

    Automatic re-sync, or Re-sync now

  • Files

    ask

    PDFs, Office files and the other types Train already takes on Files

    change

    Upload from chat, WhatsApp or an agent

    trigger an agent

    Schedule or chat

  • Tags

    ask

    Who can ask about a file, up to three tags on each document

    change

    A default tag on the sync, or tags set by hand on Files

    trigger an agent

    New files from that sync pick up the default tag

  • Versions

    ask

    The current file after the last sync

    change

    A later sync replaces a changed file and keeps its tags

    trigger an agent

    Every 1, 2, 4, 8, 24 or 48 hours, or on demand

  • Folders in the drive

    ask

    List what is in a path

    change

    Create a path such as Receipts/2026/October if it is missing

    trigger an agent

    Schedule or chat

  • Uploads

    ask

    Not asked in chat

    change

    Save a file from chat, WhatsApp, an email attachment or an agent run

    trigger an agent

    An email, a chat request, or a schedule

  • Downloads

    ask

    Pull a file by path so the next step can attach, parse or file it

    change

    Read only

    trigger an agent

    Schedule or chat

  • Cloud Folders

    ask

    Synced files, shown on Files in the same tree they had in OneDrive

    change

    Read only

    trigger an agent

    Schedule or chat

Plus Excel and Word, which save into this drive

Microsoft Excel and Microsoft Word are separate cards. The workbooks and documents they create live in the connected OneDrive. An agent can write the spreadsheet, then upload a PDF of it to a client folder, in one run.

See how chat and agents work in Centrus

everything with OneDrive

All 27 use cases

Grouped by area of work. Search, or narrow the list by role or by the other systems you run.

27 use cases

02

Quotes and sales

2

Priced from your rate card, sent the same day, chased until they land.

Quotes use cases
03

Scheduling and dispatch

1

Visits confirmed, each day on WhatsApp, customers texted on the way.

Scheduling use cases
04

Engineers on site

11

The site brief the night before, the manual on site, the worksheet from the van.

On site use cases
05

Paperwork and compliance

3

RAMS, worksheets, vans and subcontractor cover, checked before anyone has to chase.

Paperwork use cases
06

Finance and cash flow

1

Invoices chased, matched, checked against the contract and sent.

Finance use cases
07

Reports and numbers

2

Answers, reports and alerts from the systems you already run.

Reports use cases
08

Team and knowledge

7

Your best people's answers, available to everyone.

Team use cases
previous integrationSharePointYour sites and libraries, kept current on Train and answered in chat, WhatsApp and Teams.next integrationGoogle DriveAnswers from the folders you already keep in Drive, kept current on their own.

questions

OneDrive questions

It keeps your company knowledge in step with the folders you already keep in OneDrive, and it files work back into those folders. On Train you pick clients, jobs, HR or sales, set a default tag, and turn on automatic re-sync. Chat then answers from the current file. Agents and people can also save receipts, invoices, photos and documents into OneDrive.

No. Excel and Word create and edit workbooks and documents. Those files live in OneDrive. This page is the folders themselves: the place you train from, and the place agents drop a finished file. Use Excel or Word when you want the spreadsheet or the letter written. Use OneDrive when you want the folder kept current, or the file put away.

No. OneDrive stays where the files live. Train keeps a synced copy of the folders you tick, re-synced every 1 to 48 hours, and a receipt an agent files lands back in the same OneDrive folder your team opens.

That AI only sees what lives inside OneDrive. It does not see your job system, your inbox, your client portals or anything else running the business day to day. Centrus sits across everything you use, so it is not limited by what one vendor decided to build.

SharePoint is the company sites and their document libraries. OneDrive is Shared Libraries, My Files and Shared with Me. Connect both if you keep files in both places, and tick the folders on each card in Train.

Train. Connect OneDrive, tick the folders you already keep, set a default tag, and turn on automatic re-sync. That is how the employee handbook, the client contracts and the job packs stay current in Train. Saving from chat and Agent Builder sit on top of that.

Yes. Attach a PDF or a photo and say the folder. Centrus creates the path if it is missing and uploads the file. That works on the web and on WhatsApp, against the company drive or the person's own OneDrive.

Yes. The OneDrive node can make a folder, upload a file, list a path and download by path. The receipt agent finds Outlook mail whose subject contains receipt, reads the attachment, files it under Receipts/year/month and appends a row in Excel.

No. Your data is not used to train AI models, and training is switched off on our AI provider account. Data is encrypted in transit and at rest, and access is set per person through tags and roles.

OneDrive comes with every plan, from £299.99 a month. Synced files count against plan storage. Chat uses message credits and agents use automation credits. A re-sync that finds nothing new does not start a chat. Plans run month to month, with no lock-in, and paying annually saves 20%.See full pricing
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We sync a folder like yours, answer an engineer's question from it on WhatsApp, and file a receipt back into it.
  3. 03We pick out the admin that should run itself first.

See it working with OneDrive.

Found the use case you need, or doing something that isn't on the list? Book 30 minutes. Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing