Create folders and files from OneDrive in Assembly (formerly Copilot) company file channels when companies are created in Assembly (formerly Copilot)
Allene Norton
|
58 steps
|
4 minutes
Zapier
As of September 30, 2025, we’ve rebranded to Assembly. The steps below remain the same. When searching in Zapier, look for Assembly (formerly Copilot) and this logo.
1
Navigate to your Zapier account and create a new Zap
2
Click "Trigger"
3
Type "Copilot"
4
Click "Copilot"
5
Click the "*EventRequired" field.
6
Click "Company Created"
7
Choose or connect your Copilot account
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Click "Continue with selected record"
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A new action modal will appear. Type "Copilot"
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Click "Copilot"
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Click the "*EventRequired" field.
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Type "file"
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Click "Find a File Channel"
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Click "Choose value…"
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Click "company"
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Click here.
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Click "ID"
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Click here.
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Type "onedrive"
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Click "OneDrive"
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Click the "*EventRequired" field.
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Click "Find File"
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Click "Choose value…"
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Select the folder where the file you wish to add lives
25
Click here.
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Type the name of the file you're searching for
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Click "Yes"
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Click this icon.
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Type "Copilot"
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Click "Copilot"
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Click the "*EventRequired" field.
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Type "folder"
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Click "Create Folder"
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Click "Choose value…"
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Click "Custom"
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Click "2. Find a File Channel in Copilot"
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Click "ID"
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Click here.
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Click "3. Find File in OneDrive"
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Click "Parent Reference Name"
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Click here.
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Type "Copilot"
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Click "Copilot"
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Click the "*EventRequired" field.
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Click "Create File"
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Click "Choose value…"
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Click "Custom"
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Click "2. Find a File Channel in Copilot"
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Click "ID"
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Click here.
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Click "3. Find File in OneDrive"
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Click "Parent Reference Name"
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Type "/"
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Click "File Name"
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Click here.
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Click "3. Find File in OneDrive"
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Click "File"
58
Test the last action and ensure the file is created in the company channel selected in the Trigger step. Publish and turn on your Zap.
