Setup and configure Drive Connect Automation

In order to use Drive Connect Automation, an admin must first configure automation in Drive Connect setup.

Note: This article will assume the steps outlined in the Drive Connect installation and configuration guide have already been completed.

Setting the Automated Process User

Automation features require you to specify a user within your Workspace that all automated processes will use to perform operations with.

Note: Choose a user that has edit access to your entire Drive for an optimal experience. Each file or folder created using automation will be owned by this user.

  1. From the Drive Connect Setup tab, select Preferences
  2. Select the Automation tab in Preferences
  3. In the Automated Process User Email Address section, sign-in using the Google Authentication button

Next, get started by using Drive Connect Automation with Record-Triggered Flows