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Connect Google Drive to CLEATUS

Import files from Google Drive into your CLEATUS Document Hub, save documents back to Drive, and send workflow files to a Drive folder.

Connect Google Drive to move files between Drive and CLEATUS without downloading and uploading them again. Import capability statements, past performance, and other company material into the Document Hub. CLEATUS learns from those files for recommendations and proposals. You can also save Document Hub files to Drive, and send files that a workflow creates to a Drive folder.

Who this is for

CLEATUS users who keep company material in Google Drive and want it in the Document Hub.

What you'll need

  • A DATA + AI + Automations plan or higher.
  • A Google account that can open the files that you want to import.

Set up the connection

  1. Open Settings, then Integrations. Under Document Sources, find the Google Drive card and click Set up.
  2. Click Connect with Google and approve access in the Google window.
  3. The status changes to Connected. Click Go to Document Hub to import your first files.

You can also connect from the Document Hub. Click the Google Drive button, then click Connect with Google.

Import files into the Document Hub

  1. Open the Document Hub and go to the folder where the files must land.
  2. Click the Google Drive button in the toolbar. You can also right-click in the folder and select Import from Google Drive.
  3. Click Choose from Google Drive. The Google file picker opens.
  4. Select the files and folders to import. To add more, click Add more from Drive.
  5. Click Import. The files land in the current folder, ready for search, recommendations, and the proposal writer.

An import is a one-time copy. CLEATUS does not keep Google Drive folders in sync. To bring in a newer version, import the file again.

Save a document to Google Drive

  1. In the Document Hub, open the menu on a document and select Save to Google Drive.
  2. Pick the destination folder in the Google file picker, then confirm.

If you save a file with the same name to the same folder again, CLEATUS updates the file in Drive. It does not make a second copy.

Send workflow files to Google Drive

Add a Google Drive action after an AI Agent step in the workflow editor.

  • Operation: select Upload File to save the file that the AI Agent step creates. Select Create Folder to make a new folder.
  • Destination folder (or Parent folder): pick a folder in the Google file picker.
  • New folder name: for Create Folder, type a name. You can use variables, for example {{ trigger.solicitationNumber }}.

How it works

The connection is per company. CLEATUS uses Google's per-file access: it can open and change only the files and folders that you pick in the Google file picker. It writes to Drive only when you save a document to Drive, or when a workflow step uploads a file or creates a folder.

To disconnect, open the Google Drive card in Settings > Integrations and click Disconnect Google Drive. Files that you already imported stay in the Document Hub.

Troubleshooting

  • The import dialog asks you to connect. Google Drive is not connected for this company. Click Connect with Google.
  • A file is missing from the picker. Confirm that your Google account can open the file in Google Drive.
  • Saving to Drive fails with a read-only message. Your connection was made before CLEATUS asked for write access. Disconnect Google Drive, then connect again.
  • The Google Drive card or button is locked. Google Drive needs a DATA + AI + Automations plan or higher.