Skip to main content
Import Google Drive documents, spreadsheets, slides, and folders into your Knowledge Base so your Agents and Workflows can search and reference them when generating answers.

Connect your account

1

Open connected apps

Click your name in the bottom-left of the sidebar, then click the settings icon to open Settings. Select Connected Apps.
Settings sidebar showing the account settings entry point
Connected Apps page in account settings
2

Start the Google Drive connection

Find Google Drive in the list and click Connect.
Google Drive Connect button in the Connected Apps list
3

Log in to Google

Sign in to your Google account in the popup window.
Google account login prompt for Cassidy authorization
4

Accept the access request

Review the permissions and click Accept to grant access to your Google Drive files and folders.
Google Drive connection confirmed in Cassidy settings

Import content

1

Add a Google Drive source

Navigate to Knowledge Base in the sidebar and click Add. Select Google Drive from the list of available sources.
Knowledge Base import section showing Google Drive as a source
2

Select files and folders

Browse your Google Drive and select the files or folders you want to import, then click Import.
File and folder selection dialog for Google Drive import
Imported content syncs automatically every 24 hours. Enterprise plans support live sync for near-real-time updates. Learn more about sync behavior.

Next steps

Use Google Drive in Workflows

Trigger automations from file changes and manage files programmatically.

Explore the Knowledge Base

Learn how to organize and manage your imported content.