By integrating your Google Drive with AutoRFP, you can selectively import documentation for your content library which will be automatically updated every 24 hours as changes are made centrally in your Google Drive database.
This allows teams to utilize the most up to date documentation for bids and questionnaires, without having to manually update content in the library.
Note: Your admin may need to approve our apps in order to import from Google Drive. If you need assistance with this please contact our support team.
When importing from Google Drive you need to link AutoRFP to your Google Drive account. Each account you link is what we call a connection.
Create Google Drive connection
Click Create Connection.
Accept Permissions
You will have to grant AutoRFP.ai permission to access your documents.
Choose Content
Select the pages you would like to sync and click Select.
Navigate back to AutoRFP
Once you have navigated back to AutoRFP and the import has been confirmed you will see a green confirmation message. You may now click continue.
Note: Files imported through an integration cannot be manually imported.
Categorize Content
Here you want to choose the final location of the content. You can either create a new location or select an existing one.
Please note: Locations are linked to content types. Therefore if you're importing "Documentation" you can only select locations that were previously created in Documentation. You have the ability to move documents around in the Content Management tab.
Documents uploaded by AI Import will not have snippets that are editable, but you can update the tag(s) for these documents. Documents will be updated every 24 hours if changes are made to them in their base location.
Contact us if you have any issues setting up your integration(s): [email protected]