CassidyAI

How to connect and import Google Drive content to Cassidy

Connecting your Google Drive to Cassidy allows you to seamlessly import and sync your knowledge base content. This integration enables you to leverage the power of AI-assisted search and analysis within Cassidy while maintaining your existing Google Drive structure.

To connect your Google Drive account to Cassidy, follow these steps:

Access Account Settings: Click on your name in the bottom left of the sidebar, then click the settings icon next to your name.

Navigate to Connected Apps: Once in the Account Settings, click Connected Apps.

Initiate Google Drive connection: Click the Connect Google Drive button to start the integration process.

Log in to Google: A popup window will appear, prompting you to log in to your Google account if you are not already logged in.

Accept access request: Review the access request and click Accept to grant Cassidy permission to access your Google Drive files and folders.

Connection established: Once you have accepted the access request, your Google Drive account will be connected to Cassidy.

*If you ever need to disconnect the integration, simply click the Disconnect button.

Import Google Drive files and folders: In the Cassidy knowledge base, navigate to the import section (see the <a href="https://docs.cassidyai.com/en/articles/9170985-importing-from-external-apps-integrations">importing from external apps &amp; integrations</a> article in the <a href="https://docs.cassidyai.com/en/collections/9119769-knowledge-base">Knowledge Base collection</a> for more information). Select the desired Google Drive files and folders and click Import to bring your content into Cassidy.

*Content from the selected files and folders will now be imported to the Cassidy knowledge base and synced regularly (see the syncing integrations article for more information). ​​*If you haven't already connected the Google Drive app, you can also initiate the connection process directly from the import section in the knowledge base.

1. Access Account Settings: Click on your name in the bottom left of the sidebar, then click the settings icon next to your name.

2. Navigate to Connected Apps: Once in the Account Settings, click Connected Apps.

3. Initiate Google Drive connection: Click the Connect Google Drive button to start the integration process.

4. Log in to Google: A popup window will appear, prompting you to log in to your Google account if you are not already logged in.
5. Accept access request: Review the access request and click Accept to grant Cassidy permission to access your Google Drive files and folders.

6. Connection established: Once you have accepted the access request, your Google Drive account will be connected to Cassidy.
 
 *If you ever need to disconnect the integration, simply click the Disconnect button.
7. Import Google Drive files and folders: In the Cassidy knowledge base, navigate to the import section (see the <a href="https://docs.cassidyai.com/en/articles/9170985-importing-from-external-apps-integrations">importing from external apps &amp; integrations</a> article in the <a href="https://docs.cassidyai.com/en/collections/9119769-knowledge-base">Knowledge Base collection</a> for more information). Select the desired Google Drive files and folders and click Import to bring your content into Cassidy.
 
 
 *Content from the selected files and folders will now be imported to the Cassidy knowledge base and synced regularly (see the syncing integrations article for more information). ​​*If you haven't already connected the Google Drive app, you can also initiate the connection process directly from the import section in the knowledge base.

By following these steps, you can seamlessly connect your Google Drive account to Cassidy, enabling you to import and sync your valuable knowledge base content. This integration empowers your team to leverage Cassidy's AI capabilities while maintaining the familiarity and structure of your Google Drive files and folders.