Save the invoice PDF to Google Drive
Well uploads the invoice PDF into your connected Google Drive folder via the file-storage API so the source document is archived alongside your other files.
Index Google Drive extracted invoice PDF, and shared drive as workspace entities, searchable in conversation and queryable from agents.
Well writes reconciled extracted invoice PDF, shared drive back to Google Drive after they clear your review queue, with the source-record link preserved. Use Google Drive as the destination for entries enriched across your other connected tools.
| From Google Drive | In Well | Relation | |
|---|---|---|---|
| Extracted invoice PDF | File in Drive folder | Uploads as | |
| Shared drive | Delivery target | Writes into |
Well uploads the invoice PDF into your connected Google Drive folder via the file-storage API so the source document is archived alongside your other files.
Connect Google Drive over OAuth 2.0: you approve on Google Drive's authorize screen, so the password never reaches Well; Well holds only a scoped token it can refresh.
Well brings extracted invoice PDF, and shared drive in from Google Drive on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.
Well resolves each Google Drive entity into file in Drive folder, and delivery target, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Your data from Google Drive lands as file in Drive folder, and delivery target you can search, chart, and automate, and approved records flow back to Google Drive once they clear your review queue.
Ask in plain language. Well answers from your connected Google Drive connection, resolved against the rest of your stack.
Ask anything about your Google Drive connection
Ask about your Google Drive connection…
Well lists Google Drive in the connection check every skill runs before it answers. No skill reads it for a figure yet.
Connects and checks Google Drive
Open Well's Connections panel, find Google Drive, and click Connect. You're redirected to Google Drive's authorize screen, where you'll see the exact scopes Well requests. Approve, and you land back in Well with the connection live.
Well reads extracted invoice PDF, and shared drive from Google Drive on first connect and brings each record into your workspace using the canonical mappings defined in Well's data-views layer.
Use the data: ask questions in conversation, build records tables, and let agents post reconciled entries back to Google Drive once they clear your review queue. Google Drive records are live in your workspace immediately.
OAuth handshake typically under a minute. Backfill of historical records runs in the background; you can use Well in conversation against incoming records while the backfill completes.
Google Drive connects through Well's file-storage connector, which authorises the Drive folder or shared drive Well may write to and uploads extracted PDFs there for you. The capability is outbound today: Well files a processed document into Drive and does not read files back, since inbound import is still coming soon. The grant lets Well deposit documents into your storage, not post entries to an accounting ledger.
Read Google Drive records
Endpoints the Google Drive API token grants, scoped by your consent.
Resolve extracted invoice PDF, and shared drive across your stack
Match identifiers in Google Drive against the same entities your other connected tools expose, so each record carries cross-tool context.
Deliver documents to your Google Drive inbox
Well forwards approved documents to your Google Drive email-in address; Google Drive drafts the record and you post it. No write credential to Google Drive is requested.
Store Google Drive passwords or session cookies
Authentication runs through OAuth 2.0 tokens we never see.
Open Connections in Well, pick Google Drive, and click Connect. You're redirected to Google Drive's OAuth screen, you approve the scopes Well requests, and you land back in Well with the connection live. The whole flow runs under a minute and never requires you to handle client credentials.
Well brings in extracted invoice PDF, and shared drive from Google Drive and reshapes each entity into your workspace: extracted invoice PDF becomes file in Drive folder; shared drive becomes delivery target. Every record arrives with the source identifier preserved, so Google Drive stays the source of truth while Well lets you query the data alongside the rest of your stack.
You select the Google Drive folders Well watches at connect. New files in those folders are indexed, OCR'd when they are documents, and exposed as workspace entities. Documents outside the watched folders stay private to Google Drive.
Yes. Google Drive shared drives are indexed in your workspace as delivery target, so questions like "show me last week's shared drives from Google Drive" return them with the original Google Drive link, the workspace context, and any related records (counterparty, period, attached document) joined inline.
Well polls Google Drive regularly for extracted invoice PDF, and shared drive. The first connect pulls the historical window your account allows; subsequent reads only fetch what changed since the last sync, so the load on Google Drive's side stays modest.
Open Connections > Google Drive in Well and click Disconnect. Well calls Google Drive's token revocation endpoint and stops calling Google Drive immediately on its side; provider-side propagation to Google Drive's admin panel varies by provider. The extracted invoice PDF, and shared drive Well already synced stay in your workspace by default; ask Support to purge them if your compliance flow requires it.
Once a reconciled record clears your review queue, Well forwards the extracted document to your Google Drive email-in address with the matched context attached: line items, ledger codes, vendor or customer references, and the source PDF. Google Drive's own capture reads it and drafts the entry; you review and post it, so Google Drive stays the system of record. Well holds no write credential to Google Drive and delivers only what you have approved (case-by-case or under a per-rule auto-forward threshold you set).
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Connect once. Every extracted invoice PDF, shared drive from Google Drive becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.