Article Summary
Integrate your Google Drive account with AutoRFP to automatically import and update documentation in your content library. Content syncs every 24 hours, ensuring your team always uses the most up-to-date documentation for bids and questionnaires without manual updates.
Estimated Time
10 minutes
Prerequisites
Administrator or Content Manager permissions in AutoRFP
Access to Google Drive account with appropriate permissions
Google admin approval (may be required for some organizations)
Understanding of which Google Drive folders contain relevant content
Step-by-Step Instructions
Step 1: Create Google Drive Connection
When importing from Google Drive, you link AutoRFP to your Google Drive account. Each account you link is called a connection.
Navigate to your AutoRFP dashboard and select Add Content.
Select Import Documentation.
Click Activate an Integration and select Google Drive. The integration will automatically appear if you've activated the integration in your Organizational Settings.
Click Continue.
Step 2: Accept Permissions
You will be redirected to Google to grant necessary permissions.
Review the requested permissions for AutoRFP to access your documents.
Click Allow to grant access.
Step 3: Choose Content to Import
After granting permissions, the Google Drive file picker opens.
Navigate through your Google Drive folder structure.
Select the files or folders you would like to sync.
Click Select to confirm your selection.
Step 4: Navigate Back to AutoRFP
You will be automatically redirected back to AutoRFP.
Wait for import confirmation.
You will see a green confirmation message when the import is successful.
Click Continue to proceed.
Step 5: Categorize Content
Choose the final location for your imported content.
Select an existing location OR create a new location.
Click Continue or Save.
Step 6: Configure Content Settings
Review imported documents in your content library.
Assign tags to organize imported content (optional).
Documents are now available for use in projects.
IMPORTANT: Review your content library to confirm imported content has finished syncing before importing additional folders. Importing too many folders simultaneously may cause the import to fail.
💡 Tips & Best Practices
Check with Google admin if approval is required for your organization
Document which Google Drive folders contain relevant content for import
Review Google Drive folder structure before importing
Plan location structure in AutoRFP for organized content
✋🏼 Common Mistakes to Avoid
Importing too many folders simultaneously - may cause import to fail
Not waiting for sync to complete before importing additional content
Not obtaining Google admin approval when required
Forgetting that imported content cannot have editable snippets - use manual import for editable content needs
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en