Step 1: Open Integrations Settings
Go to Entity Settings → Integrations → Add New Integration → Google Drive → Connect.
Sign in to your Google Account and grant access.
Once connected, you will be redirected back to Tofu and the Google Drive Configuration Panel will open.
Step 2: Configure Google Drive
In the Google Drive Configuration Panel, you have two options:
Ask Tofie (AI) to generate the configuration using a screenshot or description (recommended)
Configure manually by selecting your Google Drive, folder, and directory filters
You can use either method or combine both.
Option A: Ask Tofie to Generate Configuration (Recommended)
Upload a screenshot showing your folder structure or describe your folder structure in the chat.
Tofie will automatically generate:
Google Drive folder mapping
Directory Filters
Review the generated configuration.
For each directory filter, select the Extraction Type:
AP Bills
AR Invoices
Bank Statements
Direct Expenses
Click Activate.
Option B: Configure Manually
In the configuration panel, select the Google Drive and the folder you want to sync.
Ensure the folder name exactly matches what’s in Google Drive (case-sensitive).
Add Directory Filters
Directory filters tell Tofu which folders correspond to each extraction type.
Click Add Filter.
Select the Extraction Type:
AP Bills
AR Invoices
Bank Statements
Direct Expenses
Enter the Glob Pattern (folder path). Example:
AP Bills →
/Client A/AP Bills/**AR Invoices →
/Client A/AR Invoices/**Bank Statements →
/Client A/Bank Statements/**Direct Expenses →
/Client A/Direct Expenses/**
Repeat for each document type.
You can also:
Upload a screenshot for each filter, or
Describe your folder structure to let Tofie generate the glob pattern
Click Activate when finished.
Glob Pattern Tips
Use glob patterns to control folder coverage:
FolderName/*→ Includes files in subfolders onlyFolderName/**→ Includes files in the folder and all subfolders (recommended)
Note: You can also view Understanding Glob Patterns (Cloud Storage Integrations) to better understand the folder path format.
What Directory Filters Do
Directory filters ensure documents are routed correctly. For example:
Files in the AP Bills folder are extracted as AP Bills
Files in the AR Invoices folder are extracted as AR Invoices
Files in the Bank Statements folder are extracted as Bank Statements
Files in the Direct Expenses folder are extracted as Direct Expenses
Step 3: Upload Documents to Google Drive
Once activated, Tofu will automatically fetch files from your mapped folders.
To upload documents:
Open your Google Drive folder.
Navigate to one of the mapped directories (e.g., AP Bills).
Upload or drag and drop your files.
Tofu will automatically upload and extract the documents.
Troubleshooting: “Activate” is disabled or activation fails (AI setup)
If you used “Option 1 – Use Tofie AI” and cannot activate the integration, check the following:
Confirm you have at least one Directory Filter
If no filters were generated, try generating again or switch to manual setup (Option 2).
Make sure every Directory Filter has a Document Type selected
Each filter must map to one document type (AP Bills, AR Invoices, Bank Statements, Direct Expenses).
Validate the generated folder path / glob pattern
Remove accidental spaces
Make sure folder names match Google Drive exactly (case-sensitive)
Avoid overly broad patterns unless intended (e.g., using only `*` at the root)
Avoid conflicting filters
If two filters match the same folder structure with different document types, simplify them.
Reconnect the integration if permissions changed
Disconnect Google Drive and connect again to refresh access.
If you still can’t activate: use Option 2 (Manual setup) as a fallback and contact support with a screenshot of your directory filters + the error.