A sync doesn’t have to pull an entire drive on a fixed schedule. You control both what comes in and when.
One-time vs scheduled
- One-time sync — pulls the current files once. Good for a fixed set of documents.
- Scheduled sync — re-runs on a cadence, bringing in new and changed files automatically. Good for a source that keeps getting new documents (an ongoing client folder).
Include / exclude filters
You rarely want an entire drive. Filters let you pull only what matters:
- Include patterns — e.g. only
*.xlsx and *.pdf.
- Exclude patterns — e.g. skip a
/drafts or /archive folder.
Wildcards are supported for both. Set these when you configure the sync.
Re-syncing
Re-running a sync brings across anything new or changed since last time. If a client says the agent used stale data, triggering a fresh sync is usually the fix.
Scope narrowly — a tighter filter means faster syncs and less irrelevant data for the agent to wade through. For ongoing engagements, schedule a sync a little before the agent’s run so files are current, and exclude work-in-progress folders so the agent never cites something unfinished.
Next steps
- Connecting a data source
- Connectors and sync
- Sync problems
