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Module 06 · Integrations

Google Drive

Coming soon

Let assistants list, search, and read files in Google Drive. Coming soon: saving a report or file back waits for your Approve.

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Google Drive is somewhere for assistants to find the files they need and to park their results. They can list and search your files, read them, and, with your approval, save a report or other artifact back.

At a glance#

CategoryFiles
StatusComing soon
Used byCoder, Accountant, Marketing, Legal (only the Coder is available now)

What assistants can do#

AbilityHow it runs
List and search filesReads on its own
Download filesReads on its own
Save reports, patches, and artifactsWaits for your Approve

Setup (when it opens)#

  1. In Google's developer console, create access for Drive with the permissions listed below, and copy the access token. Or create a service account and share the folder you want with it.
  2. Open Integrations and pick Google Drive.
  3. Paste the token and press Connect.

Permissions#

In plain words, the access needs to:

  • Read file lists and file contents in the folders you choose.
  • Create files, only if you want assistants to save results to Drive.

If you use a service account, share only the folders you want the assistants to use.

Good to know#

  • Saving to Drive waits for your Approve, unless your house rules say otherwise.
  • Assistants see only what the access can see. A shared folder is a good boundary.
  • Your token stays with your StellarFirm workspace and is never shown back to you. The page shows only that it is connected.
  • Reading a document does not change it.

Prompts#

PromptSummarise a folder

Accountant, find this month's statements on Drive and draft a spend summary. Save the draft back to Drive after I Approve.

PromptFind a file

Legal, find the latest signed vendor agreement on Drive and give me a clause checklist.

PromptPark a result

Coder, save your report on [task] to the [folder] folder on Drive after I Approve.