Plans and permissions:
- Add-on: AI agents or Copilot, billed separately
- Connect Google Drive: Admin role, or a custom role with Configure third-party integrations set to Can configure third-party integrations
Use the Google Drive integration to give Copilot and AI agents knowledge that isn’t in a help center, such as internal guides, policies, or spreadsheets. Assembled creates a shared Google Drive folder for you, and syncs the files you put in it.
To set it up, go to Configure > Third-party integrations and find the Google Drive card. To find it quickly, enter Google Drive in Search integrations.
How the Google Drive integration works
- Assembled creates one shared folder for your company, and shares it with your company’s email domain: the part of your email address after the @.
- Assembled checks the folder for new and changed files every 5 minutes.
- Files sync as Internal knowledge, which only Copilot uses. To let AI agents use a file, change its access level to External.
These file types sync:
| Type | Files |
|---|---|
| Google Docs and Google Sheets | |
| Documents | PDF, Word (.doc and .docx), plain text, Markdown, and HTML |
| Data | Excel (.xlsx), CSV, and JSON |
Connect Google Drive
- Go to Configure > Third-party integrations.
- On the Google Drive card, select Create folder.
Assembled creates the shared folder. The card then shows the folder under Folder Location, with the Authorized Domains, who authorized it, and when.
Add files
- Open the folder from the Folder Location link on the Google Drive card. You can also go to Configure > Knowledge and select Upload documents > Add to Google Drive.
- Add your files to the folder in Google Drive.
The files appear in Configure > Knowledge after the next sync. If a file doesn’t appear, check that its type is in the list above. If it still doesn’t sync, contact our team.