Skip to content
AI Employee

Knowledge Base - Google Drive Integration

Learn how to Import PDFs, Google Docs, DOC, and DOCX files directly from Google Drive into your Knowledge Base and manually re-sync updates when needed.

3 min read709 words5 explained imagesUpdated Wed, 17 Jun at 3:03 AM
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. Key Benefits of Google Drive Integration with Knowledge Base
  2. Supported File Types
  3. How To Import and Re-sync Google Drive Files
  4. Import Files from Google Drive
  5. Re-sync an Imported Google Drive File
  6. Frequently Asked Questions
  7. Related Articles

Import files directly from Google Drive into your Knowledge Base without downloading and re-uploading documents manually. This integration helps teams quickly bring existing documentation into Knowledge Base and keep content aligned with source files using manual re-sync. This article shows how to use the Google Drive integration with knowledge base.

TABLE OF CONTENTS

What is Google Drive Integration for Knowledge Base?

Google Drive Integration allows you to connect your Google account and import supported files directly into your Knowledge Base. This makes it easier to use existing documentation as AI-ready knowledge while eliminating the need to download files locally before uploading them. Supported file types include PDFs, Google Docs, DOC, and DOCX files.

Once imported, files are processed alongside your other Knowledge Base sources, including websites, FAQs, Rich Text entries, and uploaded documents. You can also manually re-sync imported files to pull the latest version from Google Drive whenever updates are made.

Key Benefits of Google Drive Integration with Knowledge Base

  • Direct Import from Google Drive: Add supported files directly from Google Drive without downloading them to your device first.
  • Faster Knowledge Base Setup: Turn existing documentation into Knowledge Base content in just a few clicks.
  • Manual Re-sync Support: Pull the latest version of a document from Google Drive whenever updates are made.
  • Unified Knowledge Source Management: Manage Google Drive files alongside websites, FAQs, Rich Text content, and uploaded documents within a single Knowledge Base.
  • Reduced Administrative Work: Eliminate repetitive download-and-upload workflows when adding documentation.

Supported File Types

The Google Drive integration supports the following file types:

  • PDF (.pdf)
  • Google Docs
  • Microsoft Word (.doc)
  • Microsoft Word (.docx)

How To Import and Re-sync Google Drive Files

Connecting Google Drive and importing files allows you to quickly make existing documentation available within your Knowledge Base. Re-syncing ensures imported files can be updated with the latest content from the original Google Drive source whenever needed.

Import Files from Google Drive

  1. Navigate to AI Agents > Knowledge Base.
  2. Create a New Knowledge Base or edit an existing Knowledge Base.
    Step 2 of 10: Create a New Knowledge Base or edit an existing Knowledge Base What this shows Step 2 of 10: Create a New Knowledge Base or edit an existing Knowledge Base. What this shows Shows what this covers for step 2 of 10 in the "Import Files from Google Drive" section of "Knowledge Base - Google Drive Integration". This screenshot accompanies step 2 of 10 in the "Import Files from Google Drive" section of "Knowledge Base - Google Drive Integration". At this point in the walkthrough you create a New Knowledge Base or edit an existing Knowledge Base. The navigation path used here is AI Agents > Knowledge Base. The next step is to open the Knowledge and click on File Upload from the All tab or go to the File tab. Step 2 of 10Path: AI Agents > Knowledge BaseImage 1 of 5 What this coversCreate a New Knowledge Base or edit an existing Knowledge Base.
    Buttons and menus referenced CreateNewKnowledgeBaseeditexistingAI Agents > Knowledge BaseclickFileUploadAllImport from Google Drive
    Next stepOpen the Knowledge and click on File Upload from the All tab or go to the File tab.
    All 10 steps in this procedure
    1. Navigate to AI Agents > Knowledge Base.
    2. Create a New Knowledge Base or edit an existing Knowledge Base. this image
    3. Open the Knowledge and click on File Upload from the All tab or go to the File tab.
    4. Choose Import from Google Drive.
    5. Connect and authorize your Google account if it is not already connected.
    6. Select the Google account and the directory you want to use.
    7. Browse folders or use search to locate the desired file.
    8. Select a supported file.
    9. Click Import File.
    10. Wait for the file status to turn to Processed.
  3. Open the Knowledge and click on File Upload from the All tab or go to the File tab.
  4. Choose Import from Google Drive.
  5. Connect and authorize your Google account if it is not already connected.
    Step 5 of 10: Connect and authorize your Google account if it is not already connected What this shows Step 5 of 10: Connect and authorize your Google account if it is not already connected. What this shows Shows what this covers for step 5 of 10 in the "Import Files from Google Drive" section of "Knowledge Base - Google Drive Integration". This animation accompanies step 5 of 10 in the "Import Files from Google Drive" section of "Knowledge Base - Google Drive Integration". At this point in the walkthrough you connect and authorize your Google account if it is not already connected. The navigation path used here is AI Agents > Knowledge Base. The next step is to select the Google account and the directory you want to use. Step 5 of 10Path: AI Agents > Knowledge BaseImage 2 of 5 What this coversConnect and authorize your Google account if it is not already connected.
    Buttons and menus referenced ConnectauthorizeGoogleaccountAI Agents > Knowledge BaseCreateNewKnowledgeBaseeditexistingclick
    Next stepSelect the Google account and the directory you want to use.
    All 10 steps in this procedure
    1. Navigate to AI Agents > Knowledge Base.
    2. Create a New Knowledge Base or edit an existing Knowledge Base.
    3. Open the Knowledge and click on File Upload from the All tab or go to the File tab.
    4. Choose Import from Google Drive.
    5. Connect and authorize your Google account if it is not already connected. this image
    6. Select the Google account and the directory you want to use.
    7. Browse folders or use search to locate the desired file.
    8. Select a supported file.
    9. Click Import File.
    10. Wait for the file status to turn to Processed.
  6. Select the Google account and the directory you want to use.
  7. Browse folders or use search to locate the desired file.
  8. Select a supported file.
  9. Click Import File.
    Step 9 of 10: Click Import File What this shows Step 9 of 10: Click Import File. What this shows Shows what to click for step 9 of 10 in the "Import Files from Google Drive" section of "Knowledge Base - Google Drive Integration". This screenshot accompanies step 9 of 10 in the "Import Files from Google Drive" section of "Knowledge Base - Google Drive Integration". At this point in the walkthrough you click Import File. For context, this section explains: Navigate to AI Agents > Knowledge Base. Create a New Knowledge Base or edit an existing Knowledge Base. Open the Knowledge and click on File Upload from the All tab or go to the File tab. Choose Import from Google Drive. Connect and authorize your Google account if it is not already connected…. The navigation path used here is AI Agents > Knowledge Base. The next step is to wait for the file status to turn to Processed. Step 9 of 10Path: AI Agents > Knowledge BaseImage 3 of 5 What to clickClick Import File.
    Buttons and menus referenced Import FileAI Agents > Knowledge BaseCreateNewKnowledgeBaseeditexistingclickFileUploadAll
    Next stepWait for the file status to turn to Processed.
    All 10 steps in this procedure
    1. Navigate to AI Agents > Knowledge Base.
    2. Create a New Knowledge Base or edit an existing Knowledge Base.
    3. Open the Knowledge and click on File Upload from the All tab or go to the File tab.
    4. Choose Import from Google Drive.
    5. Connect and authorize your Google account if it is not already connected.
    6. Select the Google account and the directory you want to use.
    7. Browse folders or use search to locate the desired file.
    8. Select a supported file.
    9. Click Import File. this image
    10. Wait for the file status to turn to Processed.
  10. Wait for the file status to turn to Processed.
    Step 10 of 10: Wait for the file status to turn to Processed What this shows Step 10 of 10: Wait for the file status to turn to Processed. What this shows Shows what this covers for step 10 of 10 in the "Import Files from Google Drive" section of "Knowledge Base - Google Drive Integration". This screenshot accompanies step 10 of 10 in the "Import Files from Google Drive" section of "Knowledge Base - Google Drive Integration". At this point in the walkthrough you wait for the file status to turn to Processed. The navigation path used here is AI Agents > Knowledge Base. Step 10 of 10Path: AI Agents > Knowledge BaseImage 4 of 5 What this coversWait for the file status to turn to Processed.
    Buttons and menus referenced ProcessedAI Agents > Knowledge BaseCreateNewKnowledgeBaseeditexistingclickFileUploadAll
    All 10 steps in this procedure
    1. Navigate to AI Agents > Knowledge Base.
    2. Create a New Knowledge Base or edit an existing Knowledge Base.
    3. Open the Knowledge and click on File Upload from the All tab or go to the File tab.
    4. Choose Import from Google Drive.
    5. Connect and authorize your Google account if it is not already connected.
    6. Select the Google account and the directory you want to use.
    7. Browse folders or use search to locate the desired file.
    8. Select a supported file.
    9. Click Import File.
    10. Wait for the file status to turn to Processed. this image

Re-sync an Imported Google Drive File

When a document is updated in Google Drive, you can manually re-sync it to retrieve the latest version.

  1. Open the Knowledge Base.
  2. Navigate to the File Upload tab.
  3. Locate the imported Google Drive file.
  4. Click the Re-sync icon in the Actions column.
  5. Wait for processing to complete.
  6. Once processing finishes, the Knowledge Base will use the latest version of the imported document.
    Step 6 of 6: Once processing finishes, the Knowledge Base will use the latest… What this shows Step 6 of 6: Once processing finishes, the Knowledge Base will use the latest version of the imported document. What this shows Shows what this covers for step 6 of 6 in the "Re-sync an Imported Google Drive File" section of "Knowledge Base - Google Drive Integration". This animation accompanies step 6 of 6 in the "Re-sync an Imported Google Drive File" section of "Knowledge Base - Google Drive Integration". At this point in the walkthrough you once processing finishes, the Knowledge Base will use the latest version of the imported document. Step 6 of 6Image 5 of 5 What this coversOnce processing finishes, the Knowledge Base will use the latest version of the imported document.
    Buttons and menus referenced File UploadRe-sync
    All 6 steps in this procedure
    1. Open the Knowledge Base.
    2. Navigate to the File Upload tab.
    3. Locate the imported Google Drive file.
    4. Click the Re-sync icon in the Actions column.
    5. Wait for processing to complete.
    6. Once processing finishes, the Knowledge Base will use the latest version of the imported document. this image

Frequently Asked Questions

Q: Do I need a Google account to use this feature?
Yes. You must connect and authorize a Google account to browse and import files from Google Drive.

Q: Does Google Drive automatically sync document changes?
No. Google Drive files must be manually re-synced to pull the latest version into the Knowledge Base.

Q: Can I import Google Docs files?
Yes. Google Docs, PDFs, DOC, and DOCX files are supported.

Q: Where can I find imported Google Drive files?
Imported files appear in the File Upload tab of the Knowledge Base.

Q: How can I identify files imported from Google Drive?
The Source column displays Google Drive as the source for imported files.

Q: Can Google Drive files be used alongside other Knowledge Base sources?
Yes. Google Drive files work alongside websites, FAQs, Rich Text content, tables, and other uploaded documents within the same Knowledge Base.

Was this guide helpful?

Related guides

Knowledge Base - Web Crawler4 min read · 3 imagesAI Employee - Knowledge Base Tables3 min read · 8 imagesAuto Refresh of Knowledge Base Trained Links4 min read · 3 imagesKnowledge Base - Document & Rich-Text Support5 min read · 6 images