This is a paid bot, and its usage will be counted toward your plan's credits limit. For more information about credit usage, refer to this article.
General
Automate the process of saving documents and attachments to Google Drive within your workflows using the Save to Google Drive bot. By installing this Bot into your workflow, you can eliminate the manual process of saving files to Google Drive to reduce errors and enhance the efficiency of your document management.
Use case: HR process — As an HR manager, you handle the recruitment process for your organization and frequently send out job offers to potential candidates. Once a candidate accepts a job offer and completes the necessary paperwork, it's crucial to archive the filled job offer forms for future reference and compliance purposes. By integrating the Save to Google Drive Bot into your workflow, you can automate this archiving process and ensure all filled job offers are securely stored in a designated Google Drive folder.
Setup
How the bot works by default
The Save to Google Drive Bot activates when a document is completed by recipients.
Add the Bot depending on your needs as described in this article. You can add the Save to Google Drive Bot between Steps or use the All Bots tab.
Find the Save to Google Drive Bot in the list of Bots and click Install Bot.
Connection settings
To establish a connection between the Bot and your Google Drive account, click Connect.
Log in to your Google account and grant the necessary permissions to access your Google Drive. Once done, click Continue to proceed.
Action settings
In the Select destination folder and document, set:
The destination folder in Google Drive where the file should be archived (you can also create a new folder if needed).
The documents from the workflow you want to save.
The way the documents will be archived:
By default, docs are archived as PDFs. However, you have the option to save them as a ZIP file. If you want to archive documents as a ZIP, check the corresponding box.
Whether a document will be archived only after the last Revision or after each Revision.
Conditions
Configure the Bot execution conditions. Conditions are simple “if-this-then-that” rules that define when the Bot will run. Conditions can be set based on document field information, recipient data, a date, Flow data, and the number of fields. Learn more about Bot conditions usage in this article.
If no conditions are set up, the Bot will automatically save the document to Google Drive whenever it is completed, without any additional checks.
Advanced settings
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.