Google Drive
Connect Google Drive to attach files straight from your Drive when you generate a document or ask Templi a question, without downloading and uploading them first. Templi only reads a file when you attach it, and saves a file to your Drive only after you approve the file name and folder.
Where to find it
Click Connectors in the sidebar and open Google Drive, or go to https://app.templi.ai/integrations/apps/google-drive. Every connector is listed in Connectors.
What it does
Browse your Drive folders, or search by name, from the attach files dialog in Templi.
Attach a fact find, illustration, factsheet or any other file as a source for a document or a chat.
Files stay in Drive. Templi keeps the attachment for the document it was used in.
Connect
Each person connects their own Drive.
In Templi, click Connectors in the sidebar, open Google Drive and click Connect.
Review what the app will be able to do and click Authorise and connect.
Sign in to Google in the tab that opens and allow access to your files.
Ask Templi
Ask Templi to save a finished document to your Drive. You approve the file name and folder before anything is written. For example:
Save Sarah Winters' ISA top-up letter to the Clients folder in my Google Drive.
Summary
Google Drive connects so you can attach files from your Drive as sources for a document or a chat, and save finished documents back once you approve them. Each person connects their own Drive.