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Buildflow + Google Drive

Setup required

Give every project document a job, category and source

Google Drive is useful storage, but folders alone do not explain which revision is current, whether the client can see it or which project decision it supports. Buildflow adds project context while retaining the source document.

Current availability: Real, but we turn it on with you once your credentials are validated. Drive connection requires workspace credentials and validation before document automation is enabled.

Information Buildflow can organise

  • Quotations and cost documents
  • Drawings, specifications and revisions
  • Contracts, approvals and certificates
  • Site visit reports and photographs
  • Handover, warranty and operation documents

What AI can propose

  • Suggest the correct project and document category
  • Extract titles, dates, totals, revisions and parties
  • Detect likely duplicates or superseded revisions
  • Propose client visibility without publishing automatically
  • Identify missing documents against a project-readiness or handover checklist

Actions that retain approval

  • Publishing a document to the client portal
  • Replacing a current drawing or contract revision
  • Treating extracted figures as approved commercial data
  • Deleting or moving the source file

How the connection works

  1. 1

    An administrator connects an approved Drive location.

  2. 2

    A new or selected document is matched to a project.

  3. 3

    AI proposes its type, revision, important fields and visibility.

  4. 4

    A permitted user approves or corrects the filing suggestion.

  5. 5

    The project record retains the source link and audit history.

Frequently asked questions

Does Buildflow replace Google Drive?

No. Drive can remain the connected file source while Buildflow supplies project context, categories, revision information, client visibility and workflow around the document.

Can AI read quotation PDFs from Drive?

The intended workflow can extract scope, line items, totals, exclusions and revision information, then present those fields for review before they affect a quotation or project budget.

Can every client see the Drive folder?

No. Client access should be controlled per document through the project portal. Connecting Drive does not make a folder public.