Browse your Google Drive and pick documents to add to the Knowledge Base. Pro plan only.

An import, not a sync

This is the difference that matters, and it is easy to get wrong because "connected to Google Drive" naturally sounds like "kept up to date":

• Files are copied once. Editing a document in Drive afterwards does not update the copy here.
• Deleting in Drive removes nothing here. The imported document stays in your Knowledge Base and keeps answering questions.
• To update a file, import it again — the newer version replaces the old one.

If you need a folder that stays in step automatically — including removals — use SharePoint Sync instead. That one watches a library every ten minutes and mirrors deletions.

Before You Start

• A Google account with documents in Drive.
• A Pro or Internal plan.
• Nothing else. Unlike every other integration here, the Google credentials are ours, already configured on the server — you do not register anything.

Step 1 — Connect

1. Open it. Go to Integrations and click the Google Drive card, under Knowledge base.

2. Click Connect Google Drive. You are redirected to Google's own sign-in and consent screen.

3. Approve read-only access. Aimy requests drive.readonly and nothing more — it can list and download, never modify or delete.

Verify: you come back to Aimy and the panel now shows a file browser starting at My Drive. If you land back on the Connect button instead, the OAuth callback failed — check that GOOGLE_REDIRECT_URI matches the authorised redirect URI in the Google Cloud console exactly, including scheme and trailing path.

Step 2 — Find your documents

4. Navigate. Click a folder to open it; use the breadcrumb trail at the top to go back up.

5. Or search. The search box looks across your whole Drive rather than only the folder you are in — quicker when you know the filename.

6. Tick what you want. Selections survive moving between folders, so you can gather files from several places and import them together. The footer keeps a running count.

Step 3 — Import

7. Click Import selected. Up to 50 documents at a time — the button disables above that and the counter says so.

Verify, in order:

• A toast confirms the import started.
• Open Knowledge Base — the documents appear with status Processing.
• Within a minute or two they turn Ready. Large spreadsheets take longer, because they are split into batches and embedded in several passes.
• Ask a chatbot something only those documents can answer.

That last step is the real test. A document that reaches Ready but cannot be quoted back has embedded without being retrievable, which is a different problem from an import failure.

Supported files

Google Docs, Sheets and Slides are exported to a readable format automatically. PDFs, Word, Excel, PowerPoint, CSV, text and Markdown files stored in Drive are taken as they are.

Spreadsheets are worth importing deliberately: they are what the analysis engine computes over, so a Sheet imported here can be counted, grouped and summed rather than merely searched.

Disconnecting

Disconnect revokes Aimy's access to your Drive. Documents already imported stay in the Knowledge Base and keep working — they are copies, not links. To remove them, delete them from the Knowledge Base.

Troubleshooting

• Sent back to the Connect button after signing in. The redirect URI does not match. It must be identical in .env and in the Google Cloud console.
• "Token expired, please reconnect." The stored refresh token is no longer valid — usually because access was revoked from the Google account side. Reconnect. The panel returns you to the connect screen automatically when it sees this.
• Folder looks empty but is not. Only supported document types are listed; images, videos and shortcuts are hidden.
• Import succeeds, document stuck on Processing. That is the embedding step, not the import — check the Knowledge Base for an error on the row.
• "Maximum 50 documents can be imported at once." Import in batches.

Which source should you use?

• Google Drive — a one-off set of documents that will not change much. Fastest to set up: no registration, no admin.
• SharePoint — a living library where people add and remove files and the chatbot must follow. Needs real Microsoft admin work.
• Upload — a handful of files you already have locally.