Google Drive + 365agents: send files, attach documents, reference knowledge
365agents connects natively to Google Drive via OAuth. Your AI agent reads from shared Drive files as part of its knowledge base, and can send specific documents to callers during or after the call.
Written By Catherine Weir
Last updated 5 months ago
365agents connects natively to Google Drive via OAuth. Your AI agent references shared Drive files as part of its knowledge base — policies, price sheets, brochures, FAQ docs — and can send specific documents to callers by link during or after the call.
What this makes possible
•Document-backed answers — AI answers from specific Drive files
•File sharing during calls — caller asks for a brochure; AI sends a Drive link by text
•Capability library — product spec sheets, pricing, terms of service, any documentation available for the AI to reference
•Always current — updates to Drive files immediately affect the AI's answers
•Permission-aware — the AI only accesses folders you explicitly authorize
How a real call flows
•Caller: "Can you send me your service menu?"
•AI identifies the right Drive file (service menu PDF)
•AI sends a Drive link by SMS during the call
•Caller receives the link, can open the file on their phone
•AI confirms the file is sent and asks if anything else is needed
How to connect
•Admin dashboard → Integrations → Google Drive
•"Connect" and sign in to your Google Workspace / Gmail account
•Authorize specific folders for read access
•Configure which documents the AI can share
•Test with a call
Who this is for
•Any business on Google Workspace
•Service businesses with printable menus, price sheets, or brochures
•Teams that keep operational docs in Drive
•Any business that currently says "email it to me" — the AI can do that in seconds
Related
Get started
Book a demo — we'll connect Google Drive during onboarding.
Was this helpful?
Still need help? Ask the team