Step 1: Connect Google Drive
Log in to Tofu and select the Entity you want to integrate.
Go to Entity Settings → Integrations → Add New Integration → Google Drive → Connect.
Sign in to your Google Account and grant access.
Step 2: Choose How to Set Up the Integration
Option 1 – Use Tofie AI (Recommended):
Select Google Drive Folders with Tofie's help ✨
You can use these methods to let Tofie help you generate the Directory Filters with the use of AI
Take screenshots of your folders
Write down the folder path
Upload screenshots and write instructions
Copy and Paste screenshots
Screenshots and instructions
Take screenshots of the folders you'd like to sync files from and of their parent folders, like in the screenshots below
Upload those screenshots to Tofie and, optionally, also explain to Tofie what you are trying to achieve.
Click on Generate Configuration to let Tofie figure it out
Tofie will show you the result of your instructions in the manual configuration. You can click in the directory filters to see the full Glob Pattern generated and verify it
For each directory filter, you can now choose which document extraction type it should use:
AP Bills
AR Invoices
Bank Statements
For example, you can have:
One filter for
/MainFolder/AP Bills/*→ AP BillsAnother filter for
/MainFolder/AR/*→ AR InvoicesAnother filter for
/MainFolder/Bank Statements/*→ Bank StatementsIf you are happy with the set up, click
Activate. That's it!
NOTE:
Users can now copy paste screenshots
Users can use natural language in the examples box
There is a "i" icon on directory filters to explain the set of rules that are implemented.
You can configure multiple filters with different document types (AP Bills, AR Invoices, Bank Statements) under the same integration.
Option 2: Select Google Drive Folders Manually
If you prefer not to use AI, you can configure the folders yourself.
Select the Drive and folder to sync.
Ensure the folder name exactly matches what’s in Google Drive (case-sensitive).
Configure your paths using Glob Patterns:
Use
/for folder paths and*to include all subfolders.Example:
MainFolder/SubFolder/*
Map the folder structure you want, e.g.:
Client A/AP Bills/*Client A/AR Invoices/*Client A/Bank Statements/*
For each directory filter you add, select the correct Document type:
Choose AP Bills for your AP bills folders
Choose AR Invoices for your AR folders
Choose Bank Statements for your bank statement folders
This lets Tofu apply the right extraction logic per folder, instead of treating everything as AP Bills only.
Step 3: Activate Integration
When you’re done configuring your directory filters and document types, click Activate to complete the setup.
Tofu will now:
Monitor the selected folders in Google Drive
Apply the correct document-type extraction (AP Bills, AR Invoices, Bank Statements) based on the filters you configured
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, etc.).
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.
Step 4: Upload and Test
Upload at least one test file into each mapped folder (AP Bill, AR Invoice, Bank Statement).
In Tofu, go to Source Documents and confirm:
The files are being picked up from the correct Google Drive folders
Each file is classified and extracted under the correct document type (AP Bills, AR Invoices, or Bank Statements)
If something doesn’t look right, go back to Settings → Integrations → Google Drive and adjust your directory filters or document-type selection.
