This is a paid bot, and its usage will be counted toward your plan's credit limit. For more information about credit usage, refer to this article.
General
Automatically upload completed documents to your Google Drive.
Use case: you are handling the application process at the university, and you want to keep all documents filled by each applicant on Google Drive for reporting and auditing purposes.
How to set up
To add the bot:
1. Add a new action by clicking a plus icon.
2. Choose Bot and search for the Save to Google Drive bot.
3. Click on the bot to install it.
Trigger
A trigger is an event that causes the bot to start working. The bot can be placed only after a step or any other element (for example, another bot), and it will run once the previous element finishes its job.
Connection settings
In Destination, connect the bot to your Google account by selecting the corresponding button.
Then, select the Google account you need to connect. You can also select a new account to connect by clicking Add application.
After connecting your Google account, choose the destination folder in Google Drive for the completed document. You can select an existing folder or create a new one directly in this setup.
Action settings
In Action, choose the documents that need to be exported to Google Drive by selecting the checkboxes next to them.
Exporting a document to your Google Drive as an archived ZIP file is also possible. To enable this action, select the corresponding checkbox.
Testing
In the Test section, check how the bot works by selecting Test. You will see a success message if everything is set up correctly. If there are issues, review the connection, mapping, or trigger configuration.
If you skip testing by selecting Skip testing, you may miss issues with the bot setup. Testing is recommended to ensure everything works as expected.
Conditions
Set conditions to control when the bot activates, tailoring it to your specific needs for more efficient automation. For detailed guidance, refer to this article.
Without defined conditions, the bot will default to activating whenever recipients complete the documents or the previous element (for example, another bot) finishes its job.
Advanced settings
This section allows you to choose how the process proceeds in case the bot fails:
Select Proceed to allow the workflow to move to the next signer and automation if the bot isn't crucial.
Select Stop if the bot is critical; this prevents the next signer from receiving documents if data wasn't pre-filled from the source of your choice.