Google Drive

Surface relevant documents and shared files for complete meeting context.

Google Drive integration adds document intelligence to your meeting briefs by identifying and highlighting relevant files and collaborative documents related to your customer meetings. This optional integration provides valuable context about shared resources and project materials.

Why Google Drive Integration Enhances Your Briefs

Google Drive integration enriches your meeting preparation by surfacing:

• Shared documents with meeting attendees and their organizations

• Recent file activity and collaboration patterns

• Project folders and organized customer resources

• Presentation materials and meeting agendas

• Contract documents and important agreements

• Collaborative workspaces and shared project areas

While optional, this integration helps ensure you're aware of all relevant documentation before entering customer conversations.

What Formata Accesses

When you connect Google Drive, Formata requests permission to:

✅ Read file metadata

• File names, types, and creation dates

• Sharing permissions and collaborator information

• Folder organization and file relationships

• Last modified dates and activity indicators

✅ Analyze document relevance

• Files shared with meeting attendees

• Documents from customer organization domains

• Recent activity on collaborative files

• Project folders related to customer accounts

✅ Extract context signals

• Document types (presentations, contracts, proposals)

• Collaboration patterns and sharing history

• File organization and folder structures

Formata operates with read-only access to file data and never stores, modifies, or shares your actual document content.

Setup Process

Setting up Google Drive integration takes about 30 seconds:

Step 1: Initiate Connection

1. Navigate to the Integrations page in your Formata dashboard

2. Find the Google Drive section

3. Click Connect Google Drive

Step 2: Authorize Access

1. You'll be redirected to Google's authorization page

2. Review the permissions Formata is requesting

3. Click Allow to grant access

4. You'll be automatically redirected back to Formata

Step 3: Confirm Connection

Once connected, you'll see:

• ✅ Google Drive: Connected status in your integrations dashboard

Total setup time: 30 seconds

How Document Analysis Works

Formata intelligently identifies relevant documents to enhance your meeting briefs:

Relevance Criteria

Documents that enhance briefs:

• Shared with attendees - Files directly shared with meeting participants

• Customer domain sharing - Documents shared with anyone from the customer's organization

• Recent activity - Files modified or accessed in the past 30 days

• Meeting-related names - Documents with meeting attendee names or company references

• Project folders - Organized folders related to customer accounts

Document Types Prioritized

High-value document types:

• Presentations (.pptx, .slides) - Likely meeting materials or proposals

• Spreadsheets (.xlsx, .sheets) - Data, pricing, or project tracking

• Documents (.docx, .docs) - Contracts, proposals, or meeting notes

• PDFs - Formal agreements, reports, or presentation exports

• Project folders - Organized customer workspaces

What Gets Included in Briefs

Document insights in briefs:

• Meeting materials - Presentations or agendas for upcoming meetings

• Important documents - Contracts, proposals, or key project files

• Folder context - Organized project areas and shared workspaces

Privacy & File Security

Access Limitations

• No content storage: Documents are never stored by Formata

• Read-only access: Cannot modify, delete, or share your files

Data Protection

• Encrypted analysis: All file metadata processed with enterprise security

• No content storage: Document content never accessed or retained

• Immediate revocation: Integration can be disconnected instantly

Troubleshooting

"No document insights in briefs"

Check these common issues:

1. Recent activity: Files need activity within past 30 days to appear

2. Integration status: Verify Google Drive shows as "Connected"

"Missing important documents"

Possible causes:

• File age: Documents older than 30 days may not be prioritized

• Folder organization: Files in deeply nested folders might be missed

• Access permissions: Complex sharing setups may affect detection

"Irrelevant documents appearing"

Common reasons:

• Broad sharing: Files shared with large groups may seem irrelevant

• Name matching: Documents with common names might be over-included

• Historical shares: Old document shares may still trigger inclusion

Solutions:

• Formata's relevance scoring improves over time

• More specific file naming helps improve accuracy

• Direct shares get higher priority than broad organizational shares

"Drive authorization expired"

To reconnect:

1. Go to Integrations in your dashboard

2. Click Reconnect next to Google Drive

3. Complete the authorization process again

File Organization Best Practices

For Better Brief Relevance

• Clear naming: Include customer/account names in file and folder names

• Organized sharing: Use customer-specific folders for better organization

• Regular cleanup: Archive or organize old documents to improve relevance

• Consistent permissions: Use consistent sharing patterns for customer documents

Team Collaboration

• Shared folders: Organize customer documents in team-accessible folders

• Permission management: Ensure relevant team members have appropriate access

• Activity tracking: Use comments and suggestions for better collaboration context

Managing Your Integration

Updating Permissions

To modify Google Drive access:

1. Visit your Google Account permissions

2. Find "Formata" in your connected apps

3. Review or adjust permissions as needed

Reconnecting

If your integration becomes disconnected:

1. Click Reconnect next to Google Drive in your dashboard

2. Complete the authorization flow again

3. Document analysis will resume automatically

Disconnecting

To remove Google Drive access:

1. Click Disconnect in your Formata integrations dashboard

2. Optionally revoke access through your Google Account settings

Note: Disconnecting Google Drive will remove document context from your meeting briefs but won't affect other brief content.

Next Steps

Once your Google Drive integration is connected:

1. Organize customer documents in clearly named folders for better relevance

2. Schedule a test meeting with someone you've shared documents with

3. Review document insights in your enhanced meeting briefs

4. Combine with other integrations for comprehensive meeting preparation