If you use Omi all day, you’ll quickly hit this moment: the summary is great, the action items are clean, and then… it’s gone. Or it’s stuck in a place only you can access. That’s where cloud storage helps.
This guide walks you through exporting Omi outputs (summaries, transcripts, action items, memories, and sometimes audio) into Google Drive, Dropbox, or OneDrive in a way that stays usable. Not “dumped somewhere.” Usable.
- Set one root folder and a naming rule you won’t abandon next week.
- Start with marketplace apps (Drive and Dropbox) if you want the easiest path.
- If you’re in Microsoft land, plan for SharePoint libraries as the team destination.
- Keep sensitive content in a separate restricted path. Do not mix it into normal folders and hope for the best.
- Add a weekly index. It sounds small. It’s the part people actually read.
Integration status: marketplace apps (Drive, Dropbox) plus automation, API/webhook (Integration Apps), MCP, and manual export.
Updated: Feb 24, 2026. Assumes Omi mobile and Omi web are part of your workflow.
What you get when Omi meets cloud storage
Here’s the honest promise: you stop relying on “who remembers” and start relying on “who can find it.” That changes how teams work.
Omi gives you the hard part: capture and structure. Conversations become readable summaries, searchable transcripts, and action items you can assign. Cloud storage gives you durability and control: shared ownership, permissions, retention, and universal search.
-
One conversation, many uses
A customer call can become onboarding context, renewal history, and a decision trail. You don’t need to replay it. You can just look it up.
-
Search becomes your “memory muscle”
With date-first naming and consistent templates, storage search does the work your brain shouldn’t.
-
Handoffs get calmer
New PM. New AE. New manager. The vault carries context forward without a recap meeting marathon.
-
Real governance
Shared Drives, Team Folders, SharePoint libraries. The archive survives org changes, not just good intentions.
Quick example: a vendor call becomes /Omi/Calls/Vendors/2026/02/2026-02-24 - Call - Procurement - ACME.md with summary, decisions, action items, transcript, and a link back to the Omi conversation.
How to integrate: the short version, the scalable version, and the “we need control” version
If you want something working today, go marketplace app. If you want routing rules, go automation. If you want strict templates, OneDrive, or compliance controls, build with Integration Apps (webhooks) or the Developer API.
Integration paths comparison
| Path | Best for | Drive | Dropbox | OneDrive / SharePoint | What you get | Effort |
|---|---|---|---|---|---|---|
| Marketplace app | Fast setup, low maintenance | Yes | Yes | Usually no | App-defined sync (Drive can include memories, transcripts, action items, plugin data; Dropbox commonly saves summaries and transcripts) | Low |
| Automation (Zapier, Make, n8n) | Routing rules without hosting code | Yes | Yes | Yes | Your own file formats, folder logic, indexes, notifications | Medium |
| Integration App (webhook) | Control, governance, OneDrive support | Yes | Yes | Yes | The full memory object delivered to your endpoint (transcript, structured summary, action items, metadata) | High |
| Developer API | Backfills, batch exports, analytics | Yes | Yes | Yes | Programmatic access to memories, conversations, action items | High |
| MCP | Power-user orchestration | Yes | Yes | Yes | Chained actions from natural language: save, tag, index, notify | High |
| Manual export | Fallback, low volume | Yes | Yes | Yes | You export, you upload, consistency is on you | Low at first, high later |
Pick a vault blueprint (and don’t drift)
-
Solo vault
One root folder, one naming rule, marketplace app. Great for personal retrieval.
-
Team vault
Shared destination plus weekly index and routing by project and type.
-
Restricted vault
Webhook integration, strict templates, restricted libraries, summary-only defaults for sensitive content.
-
Evidence vault
Separate audio path and retention rules. You store raw evidence only when you truly need it.
My bias: start simple. When you feel real pain around routing, duplicates, OneDrive, or governance, upgrade. Don’t overbuild on day one.
Before you connect anything: decide your structure
The easiest way to sabotage this is to connect first and “figure it out later.” Later never comes. So, decide now.
Requirements
- Omi account and access to the app marketplace.
- Google Drive, Dropbox, or Microsoft 365 (OneDrive/SharePoint).
- Write access to the destination folder or library.
- If you build: webhook endpoint plus provider auth (OAuth) and secrets.
Compatibility notes
- For Google Drive teams, Shared Drives are usually the right choice.
- For Dropbox teams, Team Folders keep access and ownership sane.
- For Microsoft orgs, SharePoint libraries are the team destination. OneDrive is often personal.
Decisions that prevent future pain
- One root folder:
/Omi/. - Date-first naming. Always.
- A tag system you can reuse:
#type/,#project/,#client/,#topic/,#sensitivity/. - An audio policy: allowed, not allowed, or “only for specific cases.”
- A human owner for the standard and the weekly cleanup.
30-second checklist
- I created the root folder (or library) in the correct team-owned destination.
- I decided the folder scheme (type + time buckets).
- I wrote down the naming rule and shared it.
- I created a restricted path for sensitive content.
- I decided whether transcripts are default-on or summary-only for certain teams.
- I decided where audio goes (if it goes anywhere at all).
How to configure it (step by step)
Step 1: connect Omi to your provider
- For Google Drive, install the Drive marketplace app and enable the outputs you want to sync.
- For Dropbox, install the Dropbox marketplace app for conversation summaries and transcripts.
- For OneDrive, use automation or build an Integration App webhook that writes to OneDrive/SharePoint.
If you’re a Microsoft org, aim at SharePoint libraries. That’s where “team files” want to live.
Step 2: set permissions (keep it tight)
- Grant write access only to the destination folder or library.
- Prefer least-privilege permissions when you build integrations.
- Avoid personal credentials as the long-term owner in team setups.
If it feels like the integration can see too much, it probably can.
Step 3: create the folder skeleton
- Root:
/Omi/ - Types:
Meetings,Calls,Interviews,Classes,Handoffs - Time buckets:
/YYYY/MM/ - Restricted:
/Omi/Sensitive/
Step 4: make the artifact template boring and consistent
- Title:
YYYY-MM-DD - Type - Topic - Project/Client - Header: participants, tags, Omi link, sensitivity
- Body: summary, decisions, action items, highlights, transcript
- De-dup anchor: keep the memory ID inside the file
You want every file to feel familiar. That’s what makes retrieval fast.
Step 5: add routing rules (optional, but you’ll want them later)
- By type: Meeting goes to
/Meetings/, Call goes to/Calls/. - By tag:
#client/acmeroutes to/Calls/Clients/ACME/. - By sensitivity:
#sensitivity/restrictedroutes to/Sensitive/. - By Omi folders: if you use Omi folders, mirror them in storage.
Routing is what keeps a vault from turning into a pile.
Step 6: test it like you don’t trust it (because you shouldn’t yet)
- Create a short test conversation and verify the file lands where you expect.
- Search for a unique phrase from the transcript inside storage search.
- Confirm action items are readable and not buried.
- Confirm sensitive routing works before you rely on it.
Make it searchable later (this is the part people forget)
If you want storage search to feel like memory retrieval, your structure has to help it. Here are the pieces that matter.
Naming conventions (examples)
2026-02-24 - Meeting - Sprint planning - Atlas.md2026-02-24 - Call - Renewal - ACME.md2026-02-24 - Interview - Research - Pricing study.md
Tags (examples)
-
#type/meeting#project/atlas#topic/roadmap -
#client/acme#type/call#topic/pricing -
#sensitivity/internalor#sensitivity/restricted
A folder structure that scales
/Omi/Meetings/2026/02//Omi/Calls/Clients/ACME/2026/02//Omi/Interviews/Research/Pricing/-
/Omi/Sensitive/HR/and/Omi/Sensitive/Legal/ -
/Omi/_Index/for weekly indexes and monthly catalogs -
/Omi/_Audio/for optional audio evidence
Mapping: what comes from Omi and where it lives
| Omi output | Field | Storage destination | Recommended format |
|---|---|---|---|
| Memory object | Memory ID | Inside file | OmiMemoryId: memory_xxx |
| Summary | Overview | Top of file | Bullets, 3 to 7 max |
| Action items | Tasks | Inside file and weekly index | Checkbox + owner + due date |
| Transcript | Full text | Bottom of file | ## Transcript |
| App responses | Plugin data | Subfolder per app | /Omi/Apps/<AppName>/ |
| Audio (optional) | Evidence | Separate path | /Omi/_Audio/YYYY-MM-DD/ |
If you only improve one thing, make it date-first naming plus a weekly index.
Role-based workflows (so this doesn’t stay theoretical)
Cloud storage turns into "memory for the company" when it lines up with what teams already do. Here are a few that land immediately.
Sales: account memory that survives turnover
- Every call lands in the account folder, so anyone can pick up the relationship without a recap meeting.
- Action items sit next to the source call. Follow-up stops slipping.
- Transcript search settles arguments fast when the same objection comes up again.
Links: sales, AI sales summaries, customer success.
IT and operations: incident trails that turn into postmortems
- Incident calls land in one folder per incident, with a readable timeline and a weekly index.
- Shift handoffs stay searchable, so context doesn’t reset with every rotation.
- Change discussions become a decision trail, not folklore.
Links: IT, incident response to postmortem, IT change enablement.
Project managers: sprints without context debt
- Sprint planning and retros become a searchable decision history by project.
- New PMs can rebuild a quarter of context in minutes.
- Handoffs stop being messy because the vault is the source of truth.
Links: project managers, sprint retro, shift handoff.
Other roles that fit naturally
Teams: how to keep this clean (permissions, ownership, consistency)
Teams tend to break vaults in one of two ways: personal ownership, or permission chaos. Both are avoidable.
Shared destinations vs private destinations
- Google: Shared Drives for team ownership.
- Dropbox: Team Folders for admin-managed access.
- Microsoft: SharePoint libraries for org-owned storage.
Permissions and visibility
- Use group-based access whenever possible.
- Design folders so permissions inherit cleanly.
- Keep restricted content in a separate top-level path, not sprinkled everywhere.
Owner, due dates, approvals
- Give every artifact an owner in the header (even if it’s just the organizer).
- Action items need an owner and due date, or they’ll quietly die.
- If you have approvals, route those artifacts into a dedicated approvals path.
Maintenance routine
- Weekly: update the index, fix names, move misplaced files.
- Monthly: audit restricted folder membership and revisit retention rules.
- Quarterly: collapse dead paths. Fewer folders beats “perfect” folders.
Advanced patterns (when you’re ready to make it feel automatic)
Once your vault works, you can make it sharper: routing, enrichment, indexes, and a small data layer for reporting.
Routing by conversation type
/Omi/Meetings/YYYY/MM//Omi/Calls/Clients/<Client>/YYYY/MM//Omi/1-1/<Person>//Omi/Classes/<Course>/Week-XX/
A simple output template
## Summary
## Decisions
## Action items
## Highlights
## TranscriptEnrichment with AI (ChatGPT, Claude, OpenClaw)
- Auto-titles that actually follow your naming rule.
- Auto-tags based on transcript context (client, project, topic).
- Auto-weekly index creation (top decisions, risks, and action items with links).
- Optional: a monthly catalog CSV for sorting and reporting.
MCP
- Useful when you want one command like: "Save this to ACME, tag pricing, update the weekly index, and notify the team."
Data layer (your vault’s table of contents)
- Keep a lightweight catalog in Sheets/Airtable/Excel: date, title, type, tags, link.
- Let storage hold the full artifacts. Let the catalog handle sorting and reporting.
Privacy, data, and control (the part that saves you later)
Exporting is powerful. It also changes your risk surface. Keep it intentional.
What gets sent vs what stays in Omi
- Marketplace apps sync the outputs they’re designed for (Drive and Dropbox differ).
- Integration Apps (webhooks) can deliver the full memory object to your endpoint, so you decide what goes into storage.
- If you store audio, do it on purpose, in a separate restricted path, with clear retention.
How to revoke access and stop exports
- Disable or uninstall the Omi app inside Omi.
- Revoke OAuth access in Google, Dropbox, or Microsoft admin/security settings.
- If you built a webhook integration, rotate secrets and disable the endpoint.
Best practices for sensitive contexts
- Default sensitive conversations to restricted storage destinations.
- Consider summary-only exports when full transcripts create unnecessary exposure.
- Use a consent and governance baseline: recording consent and governance.
Troubleshooting (what to check first)
Won’t connect or permission denied
- Confirm you authenticated the correct account (work vs personal).
- Confirm write access to the destination folder or library.
- For Microsoft, check SharePoint site permissions and tenant policies.
Not writing to destination or empty fields
- Confirm Omi generated the memory (summary, transcript, action items).
- Confirm the destination exists and is still selected.
- If you built your own integration, validate the template mapping.
Duplicates, delays, limits
- Make sure you’re not running two exports to the same destination.
- Use the memory ID as a stable de-dup key inside the file.
- Expect eventual consistency with multi-service flows and design around it.
FAQ
How do I integrate Omi with OneDrive if there’s no marketplace app?
Use automation or build an Integration App webhook. For teams, write into a SharePoint document library. That’s typically the durable, org-owned destination.
Can I route different conversation types to different folders?
Yes. Routing is easiest with automation or a webhook integration using type plus tags like #project, #client, and #sensitivity.
Does this work for teams without permission chaos?
It does if you use shared destinations and inheritance-friendly folder design. Avoid dozens of one-off permission exceptions. Keep restricted content in its own top-level path.
Should we store transcripts for everything?
Not always. For normal work, transcripts are amazing for retrieval. For sensitive contexts, summary-only exports can be the smarter move. If you store transcripts, keep them in restricted destinations when needed.
How do I stop exporting and remove access?
Disable or uninstall the Omi app, then revoke provider access. If you built a webhook, rotate secrets and disable the endpoint.
Next steps (internal linking)
- Browse more integrations: h.omi.me/apps
- Explore workflows: workflows index
- Explore use cases: use cases index
- Recommended workflows: AI meeting summary, research interview to insights, support conversation to ticket, weekly OKR check-in
- Back to integrations: /integrations/
Glossary
- Memory object: structured output created by Omi after a conversation (summary, transcript, action items, metadata).
- Action items: tasks extracted from the conversation, ideally with owner and due date.
- Marketplace app: a ready-made Omi app you install from the Omi app marketplace.
- Integration App (webhook): an app that receives Omi payloads and lets you decide what to store and where.
- Developer API: programmatic access to Omi data for exports and automation.
- Shared Drive / Team Folder / SharePoint library: team-owned storage destinations with admin-managed access.
- Least privilege: requesting only the minimal permissions required for the integration to work.
- Weekly index: one file per week summarizing top decisions, risks, and action items with links to artifacts.
- Sensitivity routing: sending restricted conversations into locked destinations by default.
- MCP: orchestration layer that can chain tool actions using natural language and context.
Quick takeaway
- Create one root folder:
/Omi/. - Use date-first naming. Every time.
- Start with marketplace apps (Drive or Dropbox), then upgrade to webhooks for OneDrive and routing.
- Keep restricted content and audio separate, with clear permissions and retention.
- Add a weekly index so people can scan what changed without opening twenty files.
www.omi.me
