Automations: Google Drive

This guide covers the Google Drive specifics for an automation.

Connect Google Drive

1. Open Automations → New automation.
2. Pick your document type, then choose Google Drive as the input.
3. Click Connect Google Drive. You'll be redirected to Google's OAuth consent screen. DocuClipper requests only the scopes needed to list and read files in the folder you choose — it does not have access to your entire Drive.
4. After you return to DocuClipper, pick the folder to watch.

How it works

• DocuClipper polls the folder on the automation's schedule and picks up any new PDFs.
• Processed files are marked so they aren't reprocessed.
• You can configure an output folder — converted spreadsheets land there — or route results to a webhook.

Disconnecting

Open Manage Integrations, find the Google Drive connection, and click Disconnect. The underlying OAuth token is revoked immediately, and any automations using that connection will pause until you reconnect.

Troubleshooting

• "Folder not found" after renaming the folder in Drive — Google assigns new IDs when folders are moved between shared drives. Re-pick the folder in the automation settings.
• Files not being picked up — check that the account you connected has read access to the folder; a shared drive may require admin approval.