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How to Integrate Google Drive to Tofu

Use Google Drive folders to upload files. Any new documents you add after setting up the integration will be picked up automatically 24/7.

C
Written by Cristina Michelini
Updated over 3 weeks ago

Step 1: Connect Google Drive

  • Log in to Tofu and select the Entity you want to integrate.

  • Go to 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

    1. Take screenshots of your folders

    2. Write down the folder path

    3. Upload screenshots and write instructions

    4. 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

  • If 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.

OR

OPTION 2: Select Google Drive Folders manually

Select the Drive and folder to sync. Ensure the folder name exactly matches what’s in Google Drive (case-sensitive).

To include subfolders, use / for folder paths and * to include all files.

  • Example: MainFolder/SubFolder/*

Example:

You can map it like this:

or


Step 3: Activate Integration
Click "Activate" to complete the setup.


Step 4. Upload and Test
Upload a test file to the folder. Check Tofu's Source Documents to confirm it’s processed correctly.

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