Google Drive

Connect your ept AI chatbot with Google Drive to access and search your documents, spreadsheets, and presentations for intelligent responses.

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Overview

The Google Drive integration enables your ept AI chatbot to:

• Search and access files stored in Google Drive
• Provide context-aware responses based on document content
• Access shared drives and team documents
• Maintain secure OAuth authentication with Google

The integration uses secure OAuth authentication and follows the standard ept AI integration pattern: create an integration in the ept AI app, then configure a channel to use that integration.

Prerequisites

Before setting up the Google Drive integration, ensure you have:

• Google Workspace Account: Active Google Workspace account with Drive access
• OAuth Access: Ability to create and configure OAuth applications in Google Cloud Console
• ept AI Setup: Your ept AI chatbot configured and ready
• Knowledge Base: Additional documentation loaded into ept AI

Setup Instructions

Step 1: Create Google Cloud OAuth Application

1. Create OAuth App in Google Cloud Console:

   • Go to Google Cloud Console
   • Create a new project or select an existing one
   • Navigate to APIs & Services > Credentials
   • Click "Create Credentials" > "OAuth 2.0 Client IDs"
   • Configure the app:
     • Application Type: Web application
     • Name: "ept AI Google Drive Integration"
     • Authorized Redirect URIs: https://your-ept-ai-domain.com/oauth/google/callback

2. Enable Google Drive API:

   • Navigate to APIs & Services > Library
   • Search for "Google Drive API"
   • Click "Enable"

3. Get OAuth Credentials:

   • Note your Client ID and Client Secret
   • These will be used to establish the OAuth connection

Step 2: Create Google Drive Integration in ept AI

1. Access Integration Settings:

   • Log into your ept AI dashboard
   • Navigate to Configuration > Integrations
   • Click "Create Integration"
   • Select "Google Drive" from the available integrations

2. Configure OAuth Connection:

   Client ID: your-google-client-id
   Client Secret: your-google-client-secret
   Redirect URI: https://your-ept-ai-domain.com/oauth/google/callback

3. Authorize Connection:

   • Click "Connect to Google Drive"
   • Complete the OAuth authorization flow
   • Grant necessary permissions to ept AI:
     • https://www.googleapis.com/auth/drive.readonly - Read access to files
     • https://www.googleapis.com/auth/drive.metadata.readonly - Read file metadata

Step 3: Configure Google Drive Channel

1. Create Channel:

   • Navigate to Configuration > Channels
   • Click "Create Channel"
   • Configure the channel:
     • Channel Name: "Google Drive Assistant"
     • Channel Type: Select "Google Drive"
     • Integration: Select the Google Drive integration you created
     • Knowledge Source Configuration: Choose your document-focused KSC

2. Configure Channel Settings:

   {
     "google_drive_channel_config": {
       "integration_id": "google_drive_integration_123",
       "knowledge_source": "documents-ksc",
       "file_types": ["document", "spreadsheet", "presentation", "pdf"],
       "search_scope": {
         "my_drive": true,
         "shared_drives": ["team-drive-1", "team-drive-2"],
         "shared_with_me": true
       },
       "content_extraction": {
         "enabled": true,
         "max_file_size": "10MB",
         "supported_formats": ["docx", "xlsx", "pptx", "pdf", "txt"]
       }
     }
   }

Integration Features

Document Search and Access

• File Discovery: Search across all accessible Google Drive files
• Content Extraction: Extract text content from documents, spreadsheets, and presentations
• Metadata Access: Access file properties, sharing settings, and modification dates
• Real-time Updates: Access the latest versions of documents

Intelligent Document Responses

• Context-Aware: Provide responses based on specific document content
• File References: Include relevant file links and citations
• Content Summarization: Summarize long documents when appropriate
• Cross-Document Search: Find information across multiple files

Security and Access Control

• OAuth Security: Secure authentication using Google OAuth 2.0
• Permission Respect: Only access files the user has permission to view
• Audit Logging: Track all file access and search activities
• Data Privacy: No permanent storage of document content

Configuration Options

File Access Settings

{
  "file_access_config": {
    "search_scope": {
      "my_drive": true,
      "shared_drives": ["team-drive-1", "team-drive-2"],
      "shared_with_me": true,
      "starred": false
    },
    "file_types": {
      "documents": true,
      "spreadsheets": true,
      "presentations": true,
      "pdfs": true,
      "images": false,
      "videos": false
    },
    "excluded_folders": ["private", "confidential"]
  }
}

Content Processing

{
  "content_processing": {
    "extraction_enabled": true,
    "max_file_size": "10MB",
    "supported_formats": ["docx", "xlsx", "pptx", "pdf", "txt"],
    "content_caching": {
      "enabled": false,
      "retention_period": "1 hour"
    },
    "search_options": {
      "full_text_search": true,
      "metadata_search": true,
      "fuzzy_matching": true
    }
  }
}

Response Configuration

{
  "response_config": {
    "include_file_links": true,
    "include_citations": true,
    "max_results": 5,
    "response_format": {
      "include_summary": true,
      "include_quotes": true,
      "include_file_metadata": false
    }
  }
}

Use Cases

Document Q&A

1. Policy Questions: Answer questions about company policies stored in Google Drive
2. Procedure Lookup: Find and explain procedures from documentation
3. Data Analysis: Access and analyze data from spreadsheets
4. Presentation Content: Retrieve information from presentation files

Team Collaboration

• Shared Knowledge: Access team documents and shared drives
• Project Information: Find project-related documents and files
• Meeting Materials: Access meeting notes and presentation materials
• Resource Discovery: Help team members find relevant documents

Content Management

• Document Search: Quickly find specific documents or information
• Content Summarization: Get summaries of long documents
• Cross-Reference: Find related information across multiple files
• Version Tracking: Access the latest versions of documents

Best Practices

Security and Privacy

1. Access Control: Only grant necessary permissions to the integration
2. File Permissions: Ensure proper file sharing settings in Google Drive
3. Audit Monitoring: Regularly review access logs and permissions
4. Data Handling: Follow your organization's data protection policies

Performance Optimization

1. Search Scope: Limit search scope to relevant folders and drives
2. File Types: Only enable necessary file types for processing
3. Caching Strategy: Configure appropriate content caching settings
4. Response Limits: Set reasonable limits for search results and file sizes

Content Management

1. File Organization: Maintain well-organized folder structures in Google Drive
2. Naming Conventions: Use consistent file naming for better searchability
3. Metadata: Add appropriate descriptions and tags to documents
4. Regular Updates: Keep documents current and remove outdated files

Troubleshooting

Common Issues

OAuth Authentication Errors

• Verify Client ID and Client Secret are correct
• Check redirect URI matches exactly
• Ensure Google Drive API is enabled
• Verify OAuth consent screen is configured

File Access Issues

• Check file permissions and sharing settings
• Verify integration has necessary scopes
• Test with files you own first
• Review Google Drive API quotas and limits

Content Extraction Problems

• Verify file format is supported
• Check file size limits
• Ensure file is not corrupted or password-protected
• Test with different file types

Error Codes

Error Code	Description	Solution
401	Unauthorized	Check OAuth credentials and token
403	Forbidden	Verify file permissions and API scopes
404	Not Found	Check file ID and access permissions
429	Rate Limited	Implement rate limiting and retry logic

Support Resources

• Google Drive API Documentation
• ept AI Support
• Integration Status Page

Monitoring & Analytics

Key Metrics

• Search Volume: Number of document searches per day/week
• File Access: Most accessed file types and folders
• Response Time: Average time to search and respond
• User Engagement: Number of unique users accessing documents

Dashboard Views

Configure your ept AI dashboard to show:

• Google Drive integration status
• Recent document searches and access
• File type usage statistics
• Search performance metrics

Next Steps

After setting up your Google Drive integration:

1. Test the Integration: Search for documents and verify responses
2. Configure Access: Set up appropriate file permissions and search scopes
3. Train Your Team: Ensure users understand the integration capabilities
4. Optimize Performance: Fine-tune search settings and file access

For additional support or custom Google Drive configurations, contact our integration team.