Automate
Google Drive management with CodeWords
Overviews
How it works?
Connect your data sources to Google Drive
Link the apps where files originate — like email, forms, CRM systems, or project management tools — with your Google Drive account. This creates a bridge between your business data and your cloud storage.
Set up your triggers and conditions
Define what events should kick off file actions in Google Drive. This could be when a new email arrives with attachments, when a deal reaches a certain stage, when a form is submitted, or when a project status changes.
Configure your file operations
Decide what should happen with your files — upload them to specific folders, create new folder structures, move files between locations, copy documents, or organize them based on metadata like client name or project type.
Set sharing and permission rules
Control who can access files by setting up sharing rules that run on autopilot. Grant permissions to team members or external collaborators based on the context, like sharing project files with clients when contracts are signed.
Files organize themselves
Your workflows run in the background, handling all the file management tasks without any manual effort. Files land in the right folders, permissions are set correctly, and your team always knows where to find what they need.
Add Comments and Notify Collaborators
Automatically comment on files to notify team members about updates, changes, or action items. Keep everyone in the loop without sending separate messages.
Create Documents from Templates
Generate new documents from templates or create files from text automatically. Perfect for creating reports, proposals, or standardized documents without manual copying and pasting.
Process and Analyze Files with AI
Automatically extract information from documents, analyze file contents, and process data from your Drive files. Turn unstructured documents into actionable business information.
Configure
Build with Gmail
Save email attachments to organized folder structures
Capture attachments from incoming emails and route them to the right folders in Google Drive based on sender, subject, or content. Invoices go to your accounting folder, contracts to legal, and project files to their respective client folders — all without lifting a finger.
Create project workspaces when deals close
Connect your CRM to Google Drive so when a deal moves to "closed won," a complete folder structure is created instantly. Set up subfolders for contracts, deliverables, communications, and assets, with the right team members granted access from day one.
Upload and share processed documents on triggers
When files are processed, approved, or generated by other systems — like signed contracts from e-signature tools or reports from analytics platforms — upload them to Google Drive and share them with specific people or teams based on your business rules.
“You can’t do this anywhere else.”
Prompt, build,
accelerate.
Yes, you can use data from your connected apps to determine where files should be saved and how they should be organized. For example, you can use customer names from your CRM to create personalized folder structures, or use project tags to route files to the appropriate team folders.
You can configure your workflows to create folders on the fly if they don't already exist. This means your automation can build out entire folder structures as needed, ensuring files always have a home even for brand new clients or projects.
Absolutely. You can set up workflows that grant or revoke access to files and folders based on business events. For instance, when a new team member joins a project in your project management tool, they can be granted access to the relevant Google Drive folders seamlessly.
Yes, the integration supports both personal Google Drive accounts and Google Workspace shared drives (previously called Team Drives). You can create folders, upload files, and manage permissions across shared drives just as you would in your personal Drive.
Yes, you can search for existing files and folders in your Google Drive based on name, type, location, or other criteria. Once found, you can move them, copy them, update sharing permissions, add comments, or perform any other supported file operations.