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In Platform: connecting and choosing what to sync

Requirements: Admin role; having shared at least one file or folder (section 3), though you can connect first and share right after.

  1. In Integrations, find the Google Drive card (in “Available” state) and click Connect.
  2. Step 1: share with this email — the modal shows your Platform’s service account email, with a button to copy it.
  3. Step 2: connect — click Connect. No password or key is needed: access is granted by the share from step 1.

Result: the card switches to Connected. The screenshot below belongs to this documentation’s test environment, where the Google service account isn’t configured yet — that’s why step 1 doesn’t show a specific email and adds a notice about it. On your real account you’ll see the same form, with the email you need to share.

Once connected, open Details → Resources: you’ll see your Drive browser (GET /integrations/drive/browse) with the files and folders you already shared. Selection is granular and manual: you confirm file by file (or folder by folder) what goes into the knowledge base — your whole Drive is never synced automatically or recursively.

“Connect Google Drive” modal with Step 1 "share with this email", the notice that the platform does not yet have the service account configured in this test environment, Step 2 "connect" explaining that no password or key is needed, and the Cancel and Connect buttons
“Connect Google Drive” modal with Step 1 "share with this email", the notice that the platform does not yet have the service account configured in this test environment, Step 2 "connect" explaining that no password or key is needed, and the Cancel and Connect buttons