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Omni’s Google Drive AI integration extends the Omni Agent with the ability to search and retrieve files from Google Drive. This allows you to reference documents, spreadsheets, and other shared files alongside your data analysis workflows. Using the Google Drive integration, you could:
  • Reference source documents - Pull context from a strategy doc, PRD, or spec while analyzing the corresponding data in Omni
  • Validate definitions - Check a shared spreadsheet or glossary to verify how a metric is defined before using it in analysis
  • Incorporate supporting material - Surface reports, notes, or documentation relevant to the question you’re asking
For example, you could ask: “Find our churn definition doc and then show me the churn rate by segment for last quarter” - combining document context with data analysis in a single conversation.

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Common questions

Every Omni user that wants to use the Google Drive AI integration must connect their Google account. This means that the Omni Agent will have the same permissions as the prompting user, accessing only the files and folders they have access to.
File search results and file contents are processed the same way as other AI features in Omni. Refer to AI data privacy for more information.

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Setting up the Google Drive integration

See Setting up Google AI integrations for help setting up the Google Drive integration for your Omni organization. After Google Drive is set up, each user in your Omni organization must connect their individual accounts in their user settings to use the integration.

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Connecting your Google Drive account

This section applies to all users, not only admins. Every user who wants to use the AI integration must connect their account.
After the AI integration is enabled for your Omni organization, users will need to connect their individual accounts to use the integration:
1
In Omni, click your user icon and then Manage account.
2
Scroll down to the Connected Services section.
3
Next to the integration, click Connect.
4
Complete the authentication flow to connect your account.

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Using Google Drive in the Omni Agent

Before users can use Google Drive with the Omni Agent, they will need to connect their Google accounts in their user settings.
Once your Google Drive account is connected, you can ask the Omni Agent to search for files or retrieve the contents of specific documents from Drive.

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Searching files

The Omni Agent can search across the files you have access to in Google Drive. To search for files, ask questions like:
  • “Find our Q3 planning doc in Drive”
  • “Search Drive for spreadsheets about pricing experiments”
  • “Look for the onboarding playbook shared by the marketing team”
The Agent returns matching files in the chat, including:
  • File name
  • Owner and last modified date
  • A snippet or summary of the contents
  • Direct link to the file in Google Drive

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Retrieving file contents

You can also ask the Omni Agent to retrieve the full contents of a specific file:
  • “Show me the contents of the churn definition doc”
  • “Fetch the pricing model spreadsheet and summarize the tiers”
  • “Get the latest revision of the product strategy doc”
The Agent returns the file contents inline, so you can review documents and spreadsheets without leaving Omni.

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Troubleshooting

This error can be caused by:
  • An incorrect or rotated client secret
  • An incorrect callback URL
  • An expired authorization code. Codes are single-use and expire after a short period.
Tools will only become accessible after an individual user connects their Google account in their user settings. Verify that the user has connected their Google Drive account.
If a user can’t find a file they expect to see:
  • The user may not have access to the file in Google Drive
  • The file may be in a shared drive that requires additional permissions
  • The user may need to re-authorize the integration to refresh their access scopes

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Next steps