Connecting Google Drive

Overview

Prerequisites

• Google account with access to the files you want to connect
• Google Drive files or folders you want to connect
• OAuth setup (for OAuth connection method)

Step-by-Step Instructions

Method 1: OAuth Connection (Recommended)

1. Go to Data Sources from the main navigation
2. Click Connect New Data Source
3. Select Google Drive from the available options
4. Click Connect with Google
5. Sign in to your Google account
6. Grant permissions to access your Google Drive
7. Select the files or folders you want to connect
8. Click Connect

Method 2: Public Link Connection

1. Go to Data Sources from the main navigation
2. Click Connect New Data Source
3. Select Google Drive from the available options
4. Select Connect via Public Link
5. Enter the public sharing link to your Google file
6. Click Connect

Supported File Types

• Google Sheets (.gsheet)
• Google Docs (.gdoc)
• Google Slides (.gslides)
• PDF files (uploaded to Google Drive)
• CSV files (uploaded to Google Drive)
• Excel files (uploaded to Google Drive)

Connecting Specific Files

Google Sheets

1. Open your Google Sheet
2. Click Share → Get link
3. Set sharing to "Anyone with the link can view"
4. Copy the link
5. Use the public link method to connect

Google Docs

1. Open your Google Doc
2. Click Share → Get link
3. Set sharing to "Anyone with the link can view"
4. Copy the link
5. Use the public link method to connect

Troubleshooting

OAuth Connection Failed

• Ensure you're signed in to the correct Google account
• Check that you granted all necessary permissions
• Try disconnecting and reconnecting

Public Link Not Working

• Verify the file sharing settings allow "Anyone with the link can view"
• Check that the link is correct and not expired
• Ensure the file hasn't been deleted or moved

File Not Accessible

• Verify you have view permissions for the file
• Check that the file hasn't been moved or deleted
• For OAuth, ensure you're connected with the correct Google account

Processing Errors

• Large files may take time to process
• Check the file format is supported
• Verify the file isn't corrupted

Best Practices

• Use OAuth connection for multiple files or folders
• Use public links for one-time file connections
• Organize files in folders for easier management
• Keep file sharing permissions minimal (view-only when possible)

Next Steps

• Go to Agent Builder to create an AI agent using Google Drive files
• Configure your agent to analyze specific sheets or documents
• Set up automated workflows based on file updates