How to select Google Drive files for an agent team step

Learn how to choose the Google Drive files an agent team step is allowed to open.

Overview

A step that uses a Google Docs, Drive, Sheets or Slides integration can only open the Google files you select for it, plus files it creates itself. It cannot browse or search your Drive. Selecting files is how you tell the step which documents and spreadsheets to work with.

This is available when your organization has it turned on. The Files this step can use section appears only after a Google integration is added to the step and your Google account is connected.

Select files for a step

1. Open the agent team in the builder and click the step you want to change.
2. In the step's properties panel, open the instruction section. Google integrations are listed under Integrations, or in the Capabilities section when your organization uses the combined view.
3. Make sure a Google integration is added to the step and shows as connected. If it is not connected, connect your Google account first.
4. In Files this step can use, click Select files from Drive.
5. In the Google window that opens, choose the files you want, then confirm your selection.

The files appear in the list, and the step shows "1 file added" or the number of files added. A step can use up to 50 files.

Remove a file

1. Open the step and find Files this step can use.
2. Click the remove button next to the file name.

If you can view the agent team but cannot edit it, the list is read-only and shows "No files selected" when it is empty.

If you see an error

• "Connect your Google account to select files." Your Google account is not connected. Click Connect Google, finish connecting, then select files again.
• "Google's file picker didn't load. Check your connection and try again." The Google window did not open. Check your internet connection, then click Try again.
• "We couldn't reach your Google connection. Try again in a moment." Wait a moment, then click Try again.
• "Something went wrong opening Google Drive. Try again." Click Try again. If it keeps happening, contact ZoomInfo support.
• "File selection isn't set up for this environment yet." Selecting files is not available for your organization yet. Contact ZoomInfo support.
• "A step can use up to 50 files. Remove one to add another." The step has reached its limit. Remove a file you no longer need, then add the new one.