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Documents & files

Genipy and Google Drive

Contracts, proposals and SOWs found, linked and filed in the right Google Drive folder, from the internal tools your team shares on Genipy.

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About

What is Google Drive?

Google Drive is Google’s cloud storage for files, part of Google Workspace. Teams store files there and share them with chosen people, who can edit, comment or only view. On Google Workspace business plans, shared drives let a team keep its files in one place. Teams use it for contracts, proposals, SOWs, decks and call recordings, usually one folder per account. It falls short when a whole team runs a process on it. Nothing tells a rep which file is the latest signed version, folders drift from one rep to the next, and sharing settings pile up file by file. A dedicated internal tool can show the right file next to each deal.

Use cases

What you can do

  • Put links to each account’s contract, proposal and SOW folders right on its page in your account planning tool, so reps stop hunting through Drive.
  • Find the latest signed version of a contract or order form for a customer before a renewal call or a QBR.
  • File a generated proposal or quote in the right account folder, with a consistent name, the moment a rep creates it.
  • Show managers which deals in the pipeline review are still missing a signed contract, SOW or security questionnaire in their folder.
  • Hand off a closed-won account to customer success with a checklist that links every file in the account folder.

Setup

How it works

Your workspace admin signs in with Google once, on Genipy’s Integrations page, and picks the tools allowed to use that Drive connection. From there, anyone on the team can ask your AI for a tool, for example: “Build a page that lists every account folder in our Customers shared drive, links each one and flags the accounts with no signed order form.” When it’s ready, you click Publish. Every version passes automatic checks before your team can open it. Then you invite teammates by email as Viewer, Editor or Owner. Reps open one page instead of digging through folders, and managers see at a glance what is missing.

Questions

Genipy and Google Drive FAQ

What teams ask before they connect Google Drive. Can’t find yours? We’ll answer in a demo.

Who’s behind Genipy

  • Christopher LafayChristopher LafayCo-founder & CTO · Has been coding since he was 9.LinkedIn
  • Alexandre ReynalAlexandre ReynalCo-founder & CEO · Had the ideas but not the technical skills to build them.LinkedIn

They built Genipy so you can put your ideas to work securely, without writing code. Ask them anything in a 30-minute demo.

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01What can a team build with the Google Drive integration in Genipy?

Teams build tools that link each account to its contract, proposal and SOW folders, find the latest signed contract before a renewal call, and file a generated proposal in the right folder with a consistent name. Managers can also see which deals still lack a signed file.

02Why use Genipy with Google Drive instead of Drive alone?

Drive stores the files but does not tell a rep which one matters for a deal. A Genipy tool shows the right file next to the account, flags what is missing and files new documents the same way every time, so reps stop hunting through folders that drift from rep to rep.

03What can a Genipy tool do in Google Drive?

A tool can find files and folders, show links to them on an account page, and file new documents, such as a generated proposal, in the right folder. How well it finds the right file depends on how consistently your team names and files documents. It also keeps its own data, such as a checklist per deal, in its own database.

04How do we connect Google Drive to Genipy?

An admin of your workspace signs in with Google once, on Genipy’s Integrations page, and Genipy checks the access with Google before it saves the connection. The admin then picks which tools may use it, and one connection serves several tools. Genipy gives your AI the setup link.

05Who can see and do what in a Drive tool?

The tool is private by default and open only to people you invite by email as Viewer, Editor or Owner, enforced by the server. Viewers can read, while filing a document takes an Editor or an Owner. A tool reaches Google only through Genipy, which allows only Drive operations. Removing a tool’s access blocks its next calls right away.

06Does Google Drive sharing still decide who can open our files?

Yes. Drive’s own sharing still applies: owners decide who can view, comment on or edit each file, and access given on a folder is inherited by every file in it. A tool’s Viewer, Editor and Owner roles control the tool, not your Drive files. Genipy keeps the Google sign-in tokens encrypted on its servers, away from the tool’s code.

07Should our account folders live in a Google Drive shared drive?

It helps. Files in a shared drive belong to your organization rather than to one rep, and when a rep leaves and an admin deletes their account, the files they added to the shared drive stay. Shared drives come with every Google Workspace business plan. Files kept in one rep’s My Drive belong to that rep.

Integrations

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Your AI builds the tool. Genipy checks it, puts it online and shares it with the right people.

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