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Google Drive Integration Guide

This guide provides a detailed, step-by-step walkthrough for integrating Google Drive with your Chatvolt.ai instance. By connecting your Google Drive, your agent will automatically sync files and folders to ensure it always has access to the latest data. Follow the instructions below to configure your Google OAuth credentials and set up the integration correctly.

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Google API Policy Compliance

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🔧 Setting Up Google OAuth Credentials

Follow the steps below to obtain your Client ID and Client Secret for the integration. Note: A free Google account allows up to 100 connections.

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1. Create a Google Cloud Project

1. Visit the Google Cloud Console.
2. Sign in with your Google account or create a new one.
   If an account is already connected, click on Console.
3. Click Select a project → New Project.
   
4. In the Select a project dialog, click New Project, enter a name for your project, and click Create.
   
5. Open your new project by clicking on Select a project and choosing it from the list.
   Note: If you have multiple projects, you can search for your project by name.

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2. Enable the Google Drive API

6. Navigate to APIs & Services > Dashboard.
7. Click Enable APIs and Services.
   
8. Click Enable APIs and Services once again on the subsequent screen.
   
9. Search for Google Drive API, click on it, and then activate it.
   

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3. Set Up the OAuth Consent Screen

10. In the left menu, go to Credentials and click Configure Consent Screen.
    
11. Click Let’s get started in the center of the screen.
12. Provide a name for your app and select your email for user support. Then click Next.
13. User Type Selection:
    • Internal: The app will be accessible only to users within your account organization (available only for Google organization accounts).
    • External: The app will be accessible to any user outside your organization.
14. Provide an email address to receive notifications about any project changes and click Next.
15. Agree to the Google API Services User Data Policy and click Next.
16. Finally, click To Create to complete the OAuth consent screen setup.

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4. Publish App

17. To exit test mode:
    • Navigate to the Target Audience tab in the OAuth Consent Screen settings.
    • Click Publish App.
    • If you initially selected Internal but wish to allow external users, change the User Type to External; otherwise, leave it as Internal.

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5. Generate OAuth Credentials

18. Return to APIs & Services > Credentials.
19. Ensure you are in the correct project and account.
20. Click Create Client.
    
21. Select Web Application as the application type and provide a name.
22. Under Authorized JavaScript origins, add the following URLs:

    https://chatvolt.ai
    https://app.chatvolt.ai
    

23. Under Authorized redirect URIs, add the following URL:

    https://app.chatvolt.ai/api/integrations/google-drive/callback
    

24. Click To Create to generate your Client ID and Client Secret.
25. Copy and securely store these credentials.
    
26. Click OK to finish the process.

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6. Connecting Your Credentials with Chatvolt.ai

27. Go to your Chatvolt.ai instance and navigate to Settings > My Keys.
28. Paste the Client ID and Client Secret you obtained from the Google Cloud Console.
    
29. Click Save Credentials to establish the integration.

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7. Creating a Google Drive Datasource

30. In your Chatvolt.ai dashboard, navigate to the Datasource section and select Google Drive as the datasource option.
    
31. Click on Add Google Drive Account and follow the on-screen instructions to authorize access to your Google Drive files.
    

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🚀 Integration Complete!

You have successfully set up your Google OAuth credentials and integrated Google Drive with Chatvolt.ai. Your agent is now equipped to automatically sync and access your files and folders, with up to 100 connections allowed under a free Google account.

Happy automating!