> ## Documentation Index > Fetch the complete documentation index at: https://hebno.com/docs/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > Hebno is an AI work platform for client research and delivery: chat, research runs with sources, deliverables (Word, PowerPoint, Excel, email), projects, a shared library, agents, Office add-ins, and integrations with Microsoft 365, Google Workspace, CRM, project delivery, ERP and finance systems. > Use British English (organisation, not organization). > Every feature and integration described in these docs is available. Describe it as documented. > Hebno never writes to a connected system without a member confirming a card. Finance and ERP writes are drafts only. > Do not discuss commercial terms. Direct commercial questions to support@hebno.com. > Start with /index and /get-started/quickstart. # Google Drive > Search and attach Drive files, link client folders to projects, and save deliverables back as Office files or as Google Docs, Slides and Sheets. The Google Drive integration makes a client's working files available in your chat and returns finished deliverables to where the team stores them. Ask what the signed proposal says about scope, attach a Google Doc to a message, or save the steering committee deck to the client's shared drive as Google Slides. Hebno reads with your Drive permissions and writes only after you confirm. ## At a glance | | | | - | - | | **Connection** | Personal. Each member connects their own Google account. | | **Default access** | Read and write. Files remain in Google. Folders your organisation selects are indexed for search. Files you attach and excerpts a reply used are stored with the conversation. | | **Attach** | Files from My Drive and shared drives, up to 25 MB. Google Docs, Sheets and Slides convert on attach. | | **Search** | Hebno searches names and contents inside the project's linked folders, and names across Drive when no folder is linked | | **Link** | A project links to one or more Drive folders, in My Drive or a shared drive | | **Write** | Save a deliverable to a linked folder as Markdown, PDF, Word, PowerPoint or Excel, or as a Google Doc, Google Slides deck or Google Sheet | ## Before you start You need a Google account, either a personal account or a Google Workspace account. If your Workspace restricts third-party access to Drive, a super admin must mark Hebno as trusted first. See [Google Workspace admin](https://hebno.com/docs/integrations/google-workspace-admin.md). ### Permissions | Scope | Why Hebno needs it | | - | - | | `https://www.googleapis.com/auth/drive` | Browse, search and read files, and create or update the file you choose to save. One grant allows read and write, including shared drives. | | `openid`, `email`, `profile` | Show which Google account is connected. | Hebno writes only the file you choose to save. It never deletes, moves or edits other files in a folder. ## Connect Google Drive **1. Open Connections** Go to **Settings → Connections** and find **Google Drive** under **Files**. Or type `/` in the composer, choose **Google Drive** and select **Connect**. **2. Approve access** Select **Connect**, sign in to Google and approve the Drive permission. **3. Start using it** You return to the chat and see a **Google Drive connected** message. You connect once. The connection remains available in later chats and in the Office add-ins. ![Settings Connections page showing connected accounts and Grant access buttons](https://mintcdn.com/hebno/n4ZjS29g8cTdiNHz/images/settings-connections.png?fit=max\&auto=format\&n=n4ZjS29g8cTdiNHz\&q=85\&s=79b5a753a62568960ed57fbe057a2328) Google Drive on the Connections page, with status and the connected account. Use **Reconnect** on the row if Google asks you to sign in again, and **Disconnect** to remove the Google connection. Disconnecting removes Gmail, Calendar and Meet too, because they share one connection. ### Enable for the organisation An owner or admin can select **Enable for the organisation** on the **Google Drive** card under **Admin → Connectors → Catalogue**. A Workspace super admin approves the Drive permission once for the domain, and members connect without a Google consent screen. See [Google Workspace admin](https://hebno.com/docs/integrations/google-workspace-admin.md). ## What Hebno reads | Drive item | What Hebno uses | Typical questions | | - | - | - | | **Folders and files** | Name, type, owner, modified date, folder path, link | "What is in the Contoso discovery folder?" | | **Google Docs** | Full text, converted to a Word document on attach | "What does the statement of work say about change requests?" | | **Google Sheets** | Sheets, cells and formulas, converted to an Excel workbook | "Summarise the Contoso cost model by quarter." | | **Google Slides** | Slide text and speaker notes, converted to a PowerPoint deck | "Pull the key claims from the last readout deck." | | **PDFs, Office files, images, text, CSV, Markdown** | Contents, up to 25 MB | "What did the survey results PDF conclude?" | | **Shared drives** | Everything your membership lets you open | "Search the Contoso shared drive for the pricing assumptions." | ![Search for penalties for late delivery finding a liquidated damages clause](https://mintcdn.com/hebno/A7yItabWdPf4lOIs/images/hww-search.png?fit=max\&auto=format\&n=A7yItabWdPf4lOIs\&q=85\&s=48667876a229075c8a17cd17c62be3ee) Selected sites and folders are searched by meaning as well as by keyword. ### Conversion Native Google files convert when you attach them: | In Google Drive | Attached as | | - | - | | **Google Docs** | Word (`.docx`) | | **Google Sheets** | Excel (`.xlsx`) | | **Google Slides** | PowerPoint (`.pptx`) | Google Forms and Drawings are not converted. You see a message when a file type cannot be opened. ### Search In a linked folder, Hebno searches file names and contents, including subfolders, and returns matches by relevance. The picker in chat searches names across My Drive and shared drives. The shared drives and folders your organisation selects are stored in the [knowledge index](https://hebno.com/docs/get-started/how-hebno-works.md) and searched by meaning, with Drive permissions applied. Attaching a specific file reads it as it is now, and only what a reply used is stored with the conversation as its sources. > [!WARNING] > > Excerpts a reply uses become part of the conversation. Anyone you share the conversation with can read them, including excerpts from files they cannot open in Drive. ## What Hebno writes When you save a deliverable, Hebno shows a **Save to** dialog with the folder, filename and format. Nothing is written until you select **Save to folder**. | Action | Drive object | Fields on the card | | - | - | - | | **Save a document** | File in the linked folder | Folder, filename, format: Markdown, PDF, Word, or **Google Doc** | | **Save a deck** | File in the linked folder | Folder, filename, format: PDF, PowerPoint, or **Google Slides** | | **Save a workbook** | File in the linked folder | Folder, filename, format: Excel, or **Google Sheet** | ![Confirmation card for Google Drive with editable fields](https://mintcdn.com/hebno/A7yItabWdPf4lOIs/images/card-google-drive.png?fit=max\&auto=format\&n=A7yItabWdPf4lOIs\&q=85\&s=7764350ba5b73cf6338e78ee4c6db739) A Google Drive change pending confirmation. Nothing is written until you confirm. Choosing a Google format uploads the file and converts it, so the result opens in Docs, Slides or Sheets and the team can edit it there. Word and PowerPoint exports can use a template (see [Templates](https://hebno.com/docs/deliverables/templates.md)). If the same deliverable was saved to this folder before, Hebno updates that file in place and the dialog says **This will replace the existing file**. Otherwise it creates a new file. The file is also stored on the project. ```mermaid theme={"system"} sequenceDiagram participant You participant Hebno participant Drive You->>Hebno: Save the readout deck to the Contoso folder as Google Slides Hebno-->>You: Save dialog with folder, filename and format You->>Hebno: Select Save to folder Hebno->>Drive: Upload deck and convert to Google Slides Drive-->>Hebno: File created Hebno-->>You: Saved, with a link to the file ``` Hebno never deletes files, changes sharing settings or edits files other than the one you chose to save. ## Link a project to a folder Linking marks which Drive folders belong to a project, so a search starts in the right place. 1. Open the project and select **Brain**. 2. Under **Linked sources**, select **Add source**, then **Google Drive**. 3. Browse My Drive or a shared drive, or paste a folder link, and select the folder. Hebno searches linked folders first for any request that needs the project's files, and the folder appears as a save destination in the deliverable toolbar. The organisation [library](https://hebno.com/docs/library/workspace-library.md) can link folders in the same way. See [Linked records](https://hebno.com/docs/projects/linked-records.md). ## Use Google Drive in chat * **Attach**: open the **+** menu, choose **Sources → Google Drive**, then browse or search. Or type `/`, choose **Google Drive** and type to search. The file appears as a chip in the composer. * **Ask**: name the client, folder or document. For example: > Read the Contoso statement of work in Drive and list every deliverable with its due date. > Compare the assumptions in the Contoso cost model with our last pricing deck, and flag differences. > Draft the readout deck from the discovery notes in the Contoso folder. * **Save**: select **Save** in the deliverable toolbar, choose a linked Drive folder, and pick a format. * **Research runs** show a **Reviewing Google Drive** step, with a chip for each file it read. * **Agents** can read linked folders on a schedule. Saves an agent proposes appear in [agent approvals](https://hebno.com/docs/automate/agent-approvals.md). ## Troubleshooting | Symptom | Fix | | - | - | | **Unavailable** on the row | An admin blocked the integration. Ask an owner or admin to allow it under **Admin → Connectors → Catalogue**. | | **Your Google account is not connected** | Connect under **Settings → Connections**, then try again. | | A file does not attach | Check the file is 25 MB or smaller and is not a Google Form or Drawing. | | A shared drive file is missing | Your Google account is not a member of that shared drive. Ask a drive manager to add you. | | Save is refused with **cannot write yet** | Select **Reconnect** on the Google Drive row and approve the Drive permission again. | | Google asks you to sign in again | Select **Reconnect**. Hebno removes a connection only when Google reports the grant is permanently invalid, and notifies you. | | Connecting fails with an admin message from Google | Your Workspace restricts Drive access for third-party apps. Ask a super admin to trust Hebno. | ## Related * [Google Workspace](https://hebno.com/docs/integrations/google-workspace.md) * [Google Workspace admin](https://hebno.com/docs/integrations/google-workspace-admin.md) * [OneDrive](https://hebno.com/docs/integrations/onedrive.md) * [Save and export](https://hebno.com/docs/deliverables/save-and-export.md) * [Linked records](https://hebno.com/docs/projects/linked-records.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.