[Project] Knowledge: Google drive support

[joebudi]

Objective
Allow agents to use documents from Google Drive as knowledge to answer questions and assist with operational workflows.

Users should be able to:
Connect Google Drive → select folders → agent can answer questions using those documents.
This should work within 5 minutes and require no infrastructure setup.

Problem
SME teams store a large portion of operational knowledge in:

• Google Docs
• PDFs
• Spreadsheets
• Policies
• SOPs
• Contracts

Currently agents cannot access this knowledge, which limits their usefulness. Without access to company documents, agents behave like generic chatbots rather than operational assistants.

In Scope

• Connect Google Drive
• Select folders for knowledge
• Search and retrieve documents
• Extract text from supported file types
• Use documents during agent responses
• Display knowledge sources in agent configuration

Out of Scope (V1)

• Document editing
• File uploads to Drive
• Complex permission mirroring
• Enterprise DLP features
• Advanced indexing systems

User flow

1. Add knowledge source

• Within the agent knowledge tab, user selects + Source
• Select Google Drive

2. Connect account

• Select Connect Google Drive
• OAuth authorization flow begins.
• User grants access.

3. Select folders

• After connection, select folders to use as knowledge (user confirms selection)

4. Knowledge appears in agent

• Folders appear in Knowledge sources:
  ✓ Google Drive – Operations SOPs
  ✓ Google Drive – HR Policies

5. Agent answers questions using documents
   Example:
   User: “What is our employee expense policy?”
   Agent:

• Searches Drive
• Retrieves relevant document sections
• Generates answer
• Provides citation