Search
Search looks for files in your OneDrive and in the SharePoint sites you have access to. You type what you are looking for, as keywords or as a sentence, and it returns the most relevant files with their link.
It is the quickest way to find a document when you don’t know which folder it is in, and it is especially useful as a tool for an AI agent that needs to find information in the company’s files.
When to use it
- An AI agent needs to find the proposal or the contract for a specific client.
- You want to locate every spreadsheet for a project, wherever it is stored.
- You need the documents by a specific author created within a period of time.
- You want to give your team an assistant that answers “where is the document about…?”.
Configuration
You need a Microsoft One Drive credential, which connects by signing in with your Microsoft account. See Credentials.
| Field | What it does |
|---|---|
| Credential (required) | The Microsoft One Drive credential used to search. Only files that account can access appear. |
| Operation (required) | The type of search. See Operations. By default, Quick Search. |
| Search Query (required) | What you are looking for: keywords, a file name or a description in natural language. |
| Max Results | The maximum number of results requested. By default, 20. In Quick Search the maximum is 10. |
| Top Score | Keeps only the results ranked highest for relevance, up to this position, on a scale from 0 to 10. For example, with 5 at most the five most relevant results are returned. By default, 5. |
| File Extensions | File extensions separated by commas, for example pdf,docx,xlsx. Used in Advanced Search. |
| Author Filter | The name of the person who created the file. Only in Advanced Search. |
| Date From | Start date of the period, for example 2026-01-01. Empty by default: no lower limit. Only in Advanced Search. |
| Date To | End date of the period, for example 2026-03-31. Empty by default: no upper limit. Only in Advanced Search. |
Operations
| Operation | What it does |
|---|---|
Quick Search | A quick relevance search that returns at most 10 results. |
Semantic Search | A relevance search with the number of results you set in Max Results. |
Advanced Search | A relevance search with filters for extension, author and date period. |
Output
The Search Results output returns one item for each file found, with its identifier, name, link, size, creation and modification dates, the folder it is in, a summary of the matching passage when there is one, and its relevance position.
You can pass the identifier to Files to read the file, or the link to an email or messaging component. The component can also be connected to an Agent as a tool, so the agent decides when and what to search. See Tool Mode.
Example
A company’s sales team wants an assistant that finds the proposals sent to each client.
- Add an Agent and connect Search to it as a tool, with the sales team’s Microsoft One Drive credential.
- Keep the operation on
Semantic Searchand set Max Results to 10. - Also connect Files with the
Get Fileoperation and Load File Content on, so the agent can read the proposal it finds. - Ask the agent, for example: “Find the latest proposal sent to Ribera Construction and tell me the amount”.
Good practices
- If you get fewer results than expected, raise Top Score: it limits the results to the highest ranked ones even when Max Results is larger.
- In
Advanced Search, Date From and Date To come empty, so the search covers any date. Fill them in only to narrow it to a period.