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If you use Google Drive to manage sales documents (e.g. proposals, pricing sheets, security questionnaires, mutual action plans, discovery notes), that material is often the richest context you have. Minoa can read the files you choose so your business cases start from what’s already on the deal. With the Google Drive integration, you don’t have to upload those files or copy and paste their contents. Instead, you can give Minoa access to specific documents and it reads them, pulls out the relevant context, and keeps it up to date. You have full control over what files Minoa can access.

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How Minoa processes your files

Here’s how it works:
1

You pick the files

From the Context tab on a deal or account, choose one file or several from Drive. Minoa only gets access to those files, not your whole Drive, and not folders or Shared Drives as a whole.
2

Minoa reads them

Minoa opens each file and pulls out the content it needs. Larger PDFs can take a bit longer. When it’s done, Minoa can use that content the same way it uses call transcripts and notes.
3

Minoa uses them across the deal

The content is ingested into your value intelligence layer and used for AI-powered generations on that deal or account (for example business cases, use-case suggestions, value messaging, and the Minoa agent).
4

Minoa keeps them current

About once an hour, Minoa checks whether any of your added files changed in Drive. If one did, it refreshes so answers stay up to date without you adding the file again.

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Deal files vs account files

  • Deal files only apply to that deal. You need edit access on the deal to add them.
  • Account files apply to every deal with that customer. Only an admin or the account owner can add them.
A file that is already added to an account is automatically available to every deal on that account. You cannot add it again on a deal for that account.

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Adding files from Google Drive

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On a deal

1

Open the Context tab

Open the deal and go to the Context tab.
2

Click Add from Google Drive

Google opens a window titled Choose files for Minoa to read. Pick one file or several.
3

Grant access

Google asks once for the files you picked. Approve the request.
4

Wait until the file is ready

Each file you add shows up in the list on the Context tab. Its status starts as Reading, then switches to In use when Minoa can use it.
File added. Minoa is reading it now.

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On an account

  1. Open the account and go to the Context tab.
  2. Click Add from Google Drive and pick the files.
  3. Every deal on that account can use them. You do not add them again per deal.
Minoa cannot read full folders, so please select a file.

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Limits

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What the status means

On the Context tab, each Drive file has a status next to it:

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Removing files

  1. On the Context tab, click Remove next to the file.
  2. Confirm Stop using.
Minoa stops using the file in answers. The file itself stays in Google Drive, untouched.
Minoa may still appear on the file’s share list in Drive. Removing a file in Minoa stops us using it. It does not revoke the Viewer added when you picked the file.

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Security and permissions

When you pick a file, Minoa becomes a Viewer on that file only.
  • Minoa does not get access to your whole Google Workspace or your entire Drive
  • You do not need to change the file to “anyone with the link.” Sharing stays between you and Minoa
  • Minoa cannot open folders, Shared Drives as a whole, or files you did not pick
  • If you remove a file in Minoa, Minoa loses access and will stop syncing the file content.
  • The Drive file itself is never edited or deleted by Minoa.
On the file’s share list in Drive, you will see a Minoa service account as Viewer, in the form minoa-google-drive@….iam.gserviceaccount.com, which is the account used by Minoa to read the file.

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Frequently asked questions

Once the status is In use, Minoa treats the file like other deal context. It can show up in business cases, use-case suggestions, value messaging, and answers from the Minoa agent on that deal or account.
Yes. About once an hour, Minoa checks whether your added files changed in Drive and refreshes its copy when they have. You do not need to remove and re-add the file.
Anything working on that deal or account. Deal files stay on that deal. Account files apply to every deal on that customer.
Only the files you choose. Minoa gets Viewer on those files only. It does not get your whole Drive, folders, Shared Drives as a whole, or files you did not choose. You also do not need to make the file “anyone with the link.”
That is Minoa’s service account. Google shows it as an email in the form of minoa-google-drive@….iam.gserviceaccount.com on the file’s share list. It only has Viewer on the files you added in Minoa. Removing the file in Minoa stops us using it, but the Viewer may stay on the share list until you remove it in Drive.
No. The integration is read-only. Minoa reads the files you grant and never edits or deletes anything in Drive.
Minoa stops using it in answers. The Drive file stays where it is. Minoa may still appear on the file’s share list until you revoke the Viewer in Drive.
No. File content stays inside your workspace. Deal files stay on that deal. Account files stay on that account’s deals.
Two common reasons: Google Drive isn’t set up for your workspace yet (ask your Minoa admin), or you don’t have permission to add context on that deal or account. Deal files need edit access. Account files need admin or account-owner access.
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Usually you don’t have permission to share the file. Ask the owner to share it with you, then add it again.
Some Workspace admins block sharing files outside the company. In that case, only your Google Workspace admin can allow Minoa. Ask them to review the sharing policy for the files you need, then try again.
Account-level files are already available on every deal. You do not add them again on the deal.