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Use Google Drive with 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 Connect step.

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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 > Connections
  3. Open Google Drive and copy the Rulebase service account email
  4. 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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Step 2: import into Knowledge (optional)

Sharing alone does not add library documents. To make Drive content searchable during AI QA evaluations:
  1. Go to Knowledge
  2. Open Manage knowledge base
  3. Choose Import > Google Drive
  4. Paste the shared folder or file URL
  5. Click Import
Only content under that URL is imported. Rulebase never scans your whole Drive.

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What Rulebase can do with shared content

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Workflows and agents

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 for workflows. Rulebase opens a file at the moment a workflow runs, so the workflow always sees the current version.

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Knowledge library

Imported Drive files become knowledge base documents (one document per file). Sources refresh once a day on the knowledge base sync schedule, and you can run Sync manually from Manage knowledge base. Files that are deleted or unshared are removed from the library on the next sync.

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Choose the right sharing level

Share as Viewer when a workflow or knowledge import 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 or import 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.