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Connecting Google Drive

Optional. Folders per business and reports as Google Docs.

Google Drive is optional. Without it, every report still shows in the app. With it, each business you add gets a folder, and reports are saved there as Google Docs you can share directly.

To connect (Settings → Integrations):

  1. In Google Drive, create a folder called Clients inside a Shared Drive (not My Drive; our robot account has no storage of its own, so a My Drive folder would fail on the first upload).
  2. Share that folder with the robot address shown on the page, as Content manager.
  3. Paste the folder's link and press Connect. We check that it's in a Shared Drive and that we can write to it.

Businesses added before you connected get a folder when you press Recreate Drive on their page (under Settings and troubleshooting). Disconnecting stops new uploads; nothing already in Drive is touched.

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