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Connect Google Drive to Rulebase by sharing Drive content with the Rulebase service account. Access is controlled entirely by what you share in Google Drive; there is no OAuth screen and no account to authorize.

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Prerequisites

  • You must have permission to share the Google Drive folder, Google Doc, or Google Sheet Rulebase should use.
  • You must have the Administrator role in Rulebase.

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Installation

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Step 1: share content with Rulebase

  1. Log in to your Rulebase dashboard
  2. Go to Settings > Integrations
  3. Find Google Drive in the list and click Add
  4. Copy the Rulebase service account email shown in the dialog
  5. In Google Drive, share the folder or file with that email address
Sharing a folder covers the files inside it, so a single shared working folder is usually easier to manage than a list of individual files.

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What Rulebase can do with shared content

A Rulebase workflow acting on Drive can find and list folders, create folders, and read a file’s metadata and text. Text extraction covers Google Docs, PDFs, spreadsheets, CSVs, and other text-like files. For spreadsheets, a workflow can also copy a template, inspect a spreadsheet’s tabs and headers, read a range of values, and write values back. Nothing is read on a schedule. Rulebase opens a file at the moment a workflow runs, so the workflow always sees the current version. Drive content is not searchable in Rulebase the way knowledge base documents are.

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Choose the right sharing level

Share as Viewer when a workflow only needs to read source material such as policies or reference sheets. Share as Editor only where a workflow needs to create a folder or write to a spreadsheet, since that same access lets it overwrite the ranges it writes to. If a workflow reports that it cannot find a file you can see yourself, the file is almost certainly shared with your account rather than with the service account email.