How to Add a Google Drive Integration

This guide walks you through connecting Google Drive to Streamline and setting up the integration to securely send files from your workflows to your Drive account.

Section 1: Connect the Google Drive Integration

Go to the Integrations tab

Navigate to the Integrations tab on the left-hand side of your screen. Select New connection to view the list of available integrations.

Find and select Google Drive

Use the search bar or browse the list to locate Google Drive.

Tip: Use the category filter on the left to narrow down by integration type.

Name your connection

Add a name and description for this integration. Choose something clear and identifiable—e.g., specify the Google account used for this connection.

Authenticate the integration

You’ll be prompted to connect and authenticate your Google Drive account.

Complete setup

Once authenticated, click Finish. The integration will appear on the Integrations homepage along with its connection status.

Tip: You can rename or update the connection description at any time. Click the ⋮ (three dots) and select Edit details.

Section 2: Add the Google Drive Step to a Workflow

Open your workflow

Navigate to your Workflow and click the plus (+) button to add a new step.

Tip: Be sure to add this step after a file upload step (e.g., from a Form).

Name and configure the step

Enter a name, then click on the step to configure it.

Select your Google Drive connection

Choose the Google Drive integration you previously set up.

Choose the action type

Select Upload file as the action type.

Set folder and file naming options

Choose the destination folder in your Google Drive

Add a file name or prefix to help identify uploaded files

Tip: You can define multiple file options using different naming patterns or folders.

Save and close

Click the X in the upper-right corner to exit the step configuration. The Google Drive step is now added to your workflow.

Summary

That’s it! You’ve successfully:

• Connected the Google Drive integration
• Added a Google Drive upload step to your workflow

If you have questions or need help troubleshooting, reach out to your admin or contact support.