Introduction
Connect Google Docs to Sana to search, read, create and edit documents. Create new documents, insert and replace content, and manage your documents directly from Sana. In summary, the connector has the following key characteristics:
Category: Documents
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Find documents |
Read documents |
Create documents |
Update documents |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Google Docs. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create document from template |
Replace text |
Replace image |
Insert text |
Insert table |
Insert page break |
Get tab content |
Get document |
Find document |
Create document |
Append text |
Append image |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
Find, read, create, and update Google Docs on your behalf |
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Google Docs in the list of available integrations
Scroll to the Available integrations section and locate Google Docs.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Google Docs and approve the requested scopes
You'll be redirected to Google Docs to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Google Docs account. Click Continue to complete the setup and start using the connector.
Known limitations
Formatting: Inserted or updated content can sometimes inherit existing formatting from the document rather than applying a completely new style.
Sharing: The connector cannot manage sharing permissions on documents.
Comments: The connector does not support reading, creating, or updating comments.