How to find or create folders and files in OneDrive when new files are uploaded for a client in Assembly (formerly Copilot)

This Zap will allow you to automate file syncing from Assembly (formerly Copilot) company file channels to OneDrive. This Zap will work best if you have folders for each client's email address that exactly match the client's email address in Assembly (formerly Copilot) You can also create new folders using the client's email address instead.

Véronique Cadet
53 steps
4 minutes

Onedrive

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.

Navigate to your Zapier dashboard and click + Create to start creating your Zap.

Click "Trigger"

Click here

Type "Copilot"

Click "Copilot"

Click the "*EventRequired" field.

Click "File Created"

Add or Select your Copilot Account

Click Continue then Click Test Step

Click here

Type "Copilot"

Click "Copilot"

Click the "*EventRequired" field.

Click "Find a File Channel"

Click here.

Click "Channel ID"

Click "Choose value…"

Click "individual"

Click "Skip Test"

Click this icon to Add a step

Click here

Search for and type "Copilot"

Click "Copilot"

Click the "*EventRequired" field.

Click "Find a Client"

Click here.

Click "2. Find a File Channel in Copilot"

Click "Membership Entity ID"

Click Continue and Skip the Test

Click this icon to Add a step

Click "OneDrive"

Click the "*EventRequired" field.

Click "Find Folder"

Add or change your OneDrive account

Click here.

Click " Find a Client in Copilot"

Click here "Email"

Click the "Create OneDrive Folder if it doesn’t exist yet?" field.

Click this icon to Add a step

Click "OneDrive"

Click the "\*EventRequired" field.

Click "Upload File"

Click "Choose value…"

Click "Custom"

Click "4. Find Folder in OneDrive"

Click "Folder Name"

Click here.

Click "1. File Created in Copilot"

Click "SAMPLE FILE"

Click here.

Click "1. File Created in Copilot"

Click "Name"

Test the step and then Click Publish.

How to find or create folders and files in OneDrive when new files are uploaded for a client in Assembly (formerly Copilot)

Véronique Cadet
53 steps
4 minutes

Onedrive

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.

Navigate to your Zapier dashboard and click + Create to start creating your Zap.

Click "Trigger"

Click here

Type "Copilot"

Click "Copilot"

Click the "*EventRequired" field.

Click "File Created"

Add or Select your Copilot Account

Click Continue then Click Test Step

Click here

Type "Copilot"

Click "Copilot"

Click the "*EventRequired" field.

Click "Find a File Channel"

Click here.

Click "Channel ID"

Click "Choose value…"

Click "individual"

Click "Skip Test"

Click this icon to Add a step

Click here

Search for and type "Copilot"

Click "Copilot"

Click the "*EventRequired" field.

Click "Find a Client"

Click here.

Click "2. Find a File Channel in Copilot"

Click "Membership Entity ID"

Click Continue and Skip the Test

Click this icon to Add a step

Click "OneDrive"

Click the "*EventRequired" field.

Click "Find Folder"

Add or change your OneDrive account

Click here.

Click " Find a Client in Copilot"

Click here "Email"

Click the "Create OneDrive Folder if it doesn’t exist yet?" field.

Click this icon to Add a step

Click "OneDrive"

Click the "\*EventRequired" field.

Click "Upload File"

Click "Choose value…"

Click "Custom"

Click "4. Find Folder in OneDrive"

Click "Folder Name"

Click here.

Click "1. File Created in Copilot"

Click "SAMPLE FILE"

Click here.

Click "1. File Created in Copilot"

Click "Name"

Test the step and then Click Publish.