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
Navigate to the Integrations page in your Formata dashboard
Find the Google Drive section
Click Connect Google Drive
Step 2: Authorize Access
You'll be redirected to Google's authorization page
Review the permissions Formata is requesting
Click Allow to grant access
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:
Recent activity: Files need activity within past 30 days to appear
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:
Go to Integrations in your dashboard
Click Reconnect next to Google Drive
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:
Find "Formata" in your connected apps
Review or adjust permissions as needed
Reconnecting
If your integration becomes disconnected:
Click Reconnect next to Google Drive in your dashboard
Complete the authorization flow again
Document analysis will resume automatically
Disconnecting
To remove Google Drive access:
Click Disconnect in your Formata integrations dashboard
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:
Organize customer documents in clearly named folders for better relevance
Schedule a test meeting with someone you've shared documents with
Review document insights in your enhanced meeting briefs
Combine with other integrations for comprehensive meeting preparation
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