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Google Drive

Use Google Drive when the source material already lives in Google Docs, Google Slides, Google Sheets, PDFs, or other supported files that your team maintains there.

Knowledge Base accepts Google Docs, Google Slides, Google Sheets, PDF, TXT, Markdown, DOC, DOCX, and PPTX files from Google Drive. To add an XLSX workbook, upload it directly instead of selecting it from Google Drive. See Supported sources and file types for the canonical Knowledge Base specification.

For Consultation Desk, Google Drive is often a good source for service menus, routing tables, callback policies, and internal SOP documents.

Core flow

  1. Open Knowledge Base.
  2. Choose the folder that should receive the material.
  3. Click Add File.
  4. Choose the Google Drive option.
  5. Authorize the account you want to use.
  6. Select the files that should become part of this folder.

For a Google Sheet, wait until processing finishes, then open its source detail and review the visible tabs, row counts, columns, inferred types, and warnings. Each visible tab becomes one table that the agent can query automatically or through an explicit Tabular Data Tool.

What to connect first

Start with the smallest file set that can noticeably improve the agent.

Good first candidates:

  • one clean service definition file
  • one routing or escalation reference
  • one callback or handoff policy document

Before you select files

Ask yourself:

  • Is this file still current?
  • Is it written clearly enough for an agent to use?
  • Would a human operator trust the agent to cite it?

If the answer is no, clean the file before you connect it.

When the source changes

If a Drive document changes in a way that matters to the agent, refresh the connected copy on purpose. Do not assume the connected version is already updated just because the original file changed.

For Google Sheets, use Refresh to fetch the current version. When Codeer queries the sheet as tabular data, it also checks whether a newer source version is available.

After the files are connected

Once the files are in the folder:

  1. Add the folder to the agent's Knowledge Base tool for relevant passages and automatic tabular discovery.
  2. Add an explicit Tabular Data Tool bound to one Google Sheet only when the source must stay fixed.
  3. Write a precise When to Use.
  4. Test with real user questions.