OneDrive

Many teams already use Microsoft 365 for storing files. With Klu, your meeting notes and transcripts can be saved directly into OneDrive, so everything is centralized and secure.

• Save summaries as Word docs or text files.
• Archive transcripts for compliance and future reference.
• Organize notes in shared folders across your org.

What Gets Synced

• Summaries → Saved as documents in OneDrive.
• Full transcripts → Archived for record-keeping.
• Highlights & decisions → Included inside each document.
• Klu link → Back to the original meeting record.

Common Automations

• Save all client call notes into a shared “Sales Meetings” folder.
• Archive quarterly reviews in an “Executive Meetings” folder.
• Store project syncs in dedicated team folders.

How to Connect

1. In Klu, go to Settings → Integrations → OneDrive.
2. Click Connect and log in with your Microsoft account.
3. Approve access to OneDrive storage.
4. Choose the folder where Klu will save notes.
5. Run a test meeting to confirm files are saved.

Permissions & Security

• Write access only to folders you select.
• Data encrypted at rest and in transit.
• SOC 2 + GDPR compliant.

Who Benefits

• Sales teams: Store client meeting notes in shared deal folders.
• Project managers: Organize project documentation automatically.
• Leaders: Maintain a secure archive of company decisions.

FAQs

Q: Can I choose which folder to save notes to?
A: Yes, you pick the folder during setup.

Q: Can I share notes with my team?
A: Yes, they follow your OneDrive sharing permissions.

Q: Do transcripts also get saved?
A: Yes, full transcripts can be included alongside summaries.

Q: Is OneDrive integration secure?
A: Yes, Klu is SOC 2 certified and GDPR compliant.