Google Drive
How to use Zapier Integration with Google Drive
Prerequisites
Integration Steps
Step 1: Log in to Zapier
Step 2: Create Zap Know more about what Zapier is here
Step 3: In Zapier, a trigger represents an event that initiates an automated workflow or zaps. For example, uploading a file to Google Drive could be a trigger. When that event occurs, it triggers the next step in the workflow which is the action.
Step 4: Search for any trigger, in our case Google Drive, and select it
Step 5: Google Drive Trigger will be activated and now connect with the Google account
Step 6: Choose an Event to trigger from “New File”, “New File in Folder”, “NewFolder”, or “Updated File”. In this case, we choose the trigger “New file”.
Step 7: Complete all the steps to trigger and connect with Google Drive
Step 8: After Completing all the steps to complete the Trigger, Click on Test the Trigger. Your Google Drive account Connection will be Tested
Step 9: The action is what happens after the trigger event takes place. For the Google Drive example, the action might be to send a default notification message confirming the file was uploaded successfully.
Search for Hansei and select it as Action
Step 10: Choose an event and connect among various events provided like ‘Add File to Knowledge Base’, ‘Add Text Content to Knowledge Base’, ‘Add Webpage Content to Knowledge Base’ and, ‘Generate Answer’. In this case, we selected the Event ‘Add File to Knowledge Base’ with Hansei
Step 11: After Setting up the Action & Event, Test the trigger by filling in the fields ‘Select Collection’, ‘Filename’ & ‘File’
Step 12: Test the connection by clicking on ‘Test Step’
Conclusion
You have successfully integrated Hansei with Drive using Zapier. This integration will streamline the process of adding content from Drive to your Hansei Knowledge Base, facilitating better knowledge management and collaboration.
For further assistance or more detailed instructions, please visit the Zapier Help Center & Hansei Contact.