Google Drive Integration for Advice Firms

What it does

Attach files as sources

Browse Google Drive from inside Templi and attach a client's files to a piece of work, so generated advice draws on what is already on record.

Document AI reads every page

Attached files run through Document AI, so policy schedules, valuations and letters become answers rather than reading.

You approve every save

Templi can save finished documents to Google Drive, and nothing is written until you approve the file name and folder.

Google Drive Integration

Connect Google Drive and bring your files into reach when preparing advice. Browse your Drive from inside Templi, attach a client's files as sources, and save finished documents back to the folder you choose.

Features

Attach files as sources - browse your Google Drive files and folders from inside Templi and attach a client's files to a piece of work.
Document AI reads every page - policy schedules, valuations and letters are read and understood, so generated advice cites what you hold on record.
You approve every save - when a document is ready, Templi can save it to your Drive, and nothing is written until you approve the file name and folder.

How it works

Install Google Drive from the Templi app store.
Sign in with your Google account and grant access.
Attach files from your Drive when working on a client.
Generated documents draw on the attached files as sources.
Save a finished document back to a Drive folder you pick, once you approve it in chat.

Permissions required

drive - read your Google Drive files, and save files Templi creates into the folders you choose.

Templi only writes to Google Drive when you approve a save, and it never moves or deletes your files.

Google Drive