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How Do I Set Up the Google Drive Connector - Content Sources?

Updated
 

Subscription Required: This feature is available on select subscription plans only, and requires a Google Drive subscription and licenses. Contact our Customer Success Team to learn more, or reach out to our Support Team with any questions.

Easily respond with content from both your Loopio Library and other sources via Google Drive, allowing you to automate responses to even more of your questionnaires.

Prerequisites

  • Google Drive subscription

Connecting Loopio with Google Drive

  1. In Loopio, click Admin in the top navigation
  2. Click Integrations
  3. Scroll to the Content Connectors section
  4. Click Connect on the Google Drive tile
    Connect Button for Google Drive Content Connector.png
  5. Sign in to Google Drive
  6. Click Allow to allow the requested permissions
    Loopio Google Drive Permissions.png

  7. Select files and folders to connect with Loopio

     

    Important: 

    • File limits: Up to 1,000 files per connection, maximum 30 MB per file
    • Supported file formats: DOC, DOCX, XLS, XLSX, PPT, PPTX, PDF, CSV, TXT, MD
  8. Click Select

You will see a sync in progress banner on the Admin > Integrations screen
Google Drive Sync in Progress Banner.png

Once the sync is complete, you will see the last synced date and time
Loopio Google Drive last synced date and time.png

Google Drive is now enabled for your instance!

Grant Users Permission to Use Google Drive as a Content Source

  1. Click Admin in the top navigation
  2. Click Roles & Permissions
  3. Click Manage Roles & Permissions
  4. Scroll to find a Role that should have access to use Google Drive as an information source
  5. Click Customize Permissions
  6. Enable the permissions Generate & Edit Answers with AI and Can use Google Drive
    Required permissions to use Google Drive Connector.png

View Details of an Existing Connection

Click the title of the connection to view details of the connection:

Modify an Existing Connection

  1. In Loopio, click Admin in the top navigation
  2. Click Integrations
  3. Scroll to the Content Connectors section
  4. Click the actions menu (⋯) to the right of the connection
  5. Select from:
    • Re-sync (available once per 24 hours)
    • Select new files
      Google Drive Connection Actions.png

Disconnect an Existing Connection

  1. In Loopio, click Admin in the top navigation
  2. Click Integrations
  3. Scroll to the Content Connectors section
  4. Click Disconnect on the Google Drive tile
 

Learn more: How Do I Generate an Answer Using Google Drive as a Content Source?

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