Prerequisites
- You must have permission to share the Google Drive folder, Google Doc, or Google Sheet Rulebase should read.
- You must have the Administrator role in Rulebase.
Installation
Step 1: share content with Rulebase
- Log in to your Rulebase dashboard
- Go to Settings > Integrations
- Find Google Drive in the list and click Add
- Copy the Rulebase service account email shown in the dialog
- In Google Drive, share the folder or file with that email address
What gets connected
Rulebase can read the Google Drive content you share with the service account. Shared Google Docs, Sheets, and folders can be used as source material in Rulebase.Next steps
- Share only the files and folders Rulebase should read.
- Keep the service account email in the Rulebase dialog as the source of truth.