Source: https://joinfinn.com/integrations/google-drive

# Google Drive

## Google Drive + Finn.

Google Drive integration with Finn. Google Drive stores and shares documents, spreadsheets, presentations, and other team files.

Business function: Knowledge and documents.

## What you can do with Google Drive.

Google Drive stores and shares documents, spreadsheets, presentations, and other team files.

### Assemble and deliver a customer proposal

Finn takes an approved sales brief through document assembly, review, and delivery, using Drive as the controlled source for reusable material.

**Typically handled by:** Sales proposal coordinator

**Starts when:** A salesperson requests a proposal for an approved opportunity.

#### What Finn handles

1. Read the opportunity from the connected CRM and locate the current proposal template, scope examples, and approved product material in Drive.
2. Use connected Google Docs editing to populate the proposal with confirmed requirements and commercially approved terms.
3. Collect the required review, apply the accepted changes, and save the final document in the existing account folder.
4. Send the approved proposal through connected email and record its Drive link and delivery status in the CRM.

**The result:** The customer receives the approved proposal and the opportunity retains the final document and delivery record.

### Organize a complete customer intake

Finn gathers the files a delivery team needs and turns a scattered intake into an organized working folder.

**Typically handled by:** Agency account or implementation coordinator

**Starts when:** A new engagement reaches the intake stage in the connected project system.

#### What Finn handles

1. Read the engagement checklist and examine its existing Drive folder for supplied files.
2. Request only the missing assets through connected email or the customer portal and identify what each reply supplies.
3. Upload and organize the received files in the designated folder, preserving its established access and naming rules.
4. Resolve incomplete submissions with the customer, link the finished intake to the project, and notify the delivery owner.

**The result:** The project has a complete, organized intake folder with missing-item requests resolved.

### File invoice evidence alongside the accounting record

Finn manages the document trail for incoming invoices while the accounting system remains responsible for bills and payment status.

**Typically handled by:** Accounts payable administrator

**Starts when:** An invoice and supporting documents arrive through connected email or a supplier portal.

#### What Finn handles

1. Read the supplied documents and match them to the supplier and bill in the connected accounting system.
2. Locate the correct Drive folder and identify whether the same invoice evidence is already present.
3. Save the invoice and approved supporting files using the team's filing convention and record the Drive links on the bill.
4. Request missing evidence from the supplier and mark the document checklist complete when the required packet is present.

**The result:** The accounting record links to a complete invoice packet in the right Drive location.

### Build an evidence packet for an internal review

Finn does the document coordination needed for a reviewer to receive a complete, traceable packet.

**Typically handled by:** Operations analyst or audit coordinator

**Starts when:** An authorized reviewer provides an evidence request and scope.

#### What Finn handles

1. Match each requested item to accessible Drive files and the relevant records in connected business systems.
2. Collect the exact versions and dates requested, noting missing evidence instead of treating a similar document as a substitute.
3. Create an index through connected document editing and place the permitted evidence in the designated review folder.
4. Resolve document gaps with the owners and send the reviewer links within the existing approved access boundary.

**The result:** The reviewer receives an indexed evidence packet with sources, dates, and explicit remaining exceptions.

### Close a project with a usable handover

Finn consolidates the final deliverables and operating instructions that often get lost when a project ends.

**Typically handled by:** Project or agency delivery coordinator

**Starts when:** A project owner approves the project for handover.

#### What Finn handles

1. Read the connected project record and find the agreed deliverables, decisions, and operating documents in Drive.
2. Check each deliverable against the handover checklist and ask its owner for missing final versions.
3. Use connected document editing to produce the handover index and store it with the approved final files.
4. Send the authorized receiving team the handover links and record the completed transfer in the project system.

**The result:** The receiving team has the agreed final documents and the project records a completed handover.

### Run a document revision through its approval cycle

Finn coordinates a requested update without silently replacing authoritative employee or business guidance.

**Typically handled by:** Document controller

**Starts when:** A document owner approves a revision request.

#### What Finn handles

1. Locate the current Drive document, its owner, and the approved change request.
2. Use the connected document editor to apply the requested changes in the designated review copy and collect reviewer comments.
3. Resolve the review comments, obtain the required publication decision, and save the accepted final version in its established location.
4. Update the connected change record and notify only the audience approved by the owner, using the final document link.

**The result:** The accepted revision is filed and its approval, final version, and audience notification are recorded.

### Deliver a requested set of approved brand assets

Finn handles a concrete asset request so a campaign team receives the right files without a manual search through old folders.

**Typically handled by:** Creative operations coordinator

**Starts when:** An authorized marketer requests assets for a named campaign and channel.

#### What Finn handles

1. Read the campaign brief and locate the approved Drive assets matching the product, market, format, and usage requirements.
2. Check the accompanying brand guidance and distinguish final assets from drafts or retired material.
3. Copy the selected files into the existing campaign folder and create an index explaining their intended use.
4. Send the campaign team the scoped folder links and attach the completed asset packet to the connected project record.

**The result:** The campaign has a delivered, documented asset packet assembled from the approved source files.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Google Drive.

## Explore Finn

- [Agents](https://joinfinn.com/agents): Help customers. Work with your team. Finish the job.
- [Systems](https://joinfinn.com/systems): Business apps for the work behind the conversation.
- [AI Gateway](https://joinfinn.com/ai-gateway): Control connected AI apps, models, access, and spending.

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