What is the Gmail & Google Drive Integration?
The Gmail & Google Drive connection is a single Google OAuth authorization that unlocks four capabilities inside AffZero at once:
| Capability | What it enables |
|---|
| Google Drive | Save generated PDF invoices directly to a folder in your Drive |
| Google Docs | Use a Google Doc as an invoice template — AffZero fills in variables and exports to PDF |
| Google Sheets | Write automation data (stats, variables) into a spreadsheet via the Write to Google Sheets step |
| Gmail (send) | Send emails from your Google address inside automations |
How to Connect a Google Account
- Go to Providers in the left sidebar
- Click the Gmail + GDrive tab
- Click Add Google Account
- A consent screen will appear explaining exactly what AffZero will access — review it, then click Continue with Google
- You’ll be redirected to Google’s sign-in flow
- On Google’s permissions screen, click Select All then Continue
- You’ll be returned to AffZero with the account now connected and verified
On the Google permissions screen, you must select all the requested permissions — not just some of them. If you skip a scope (e.g. Sheets), the features that depend on it won’t work.
What Permissions Are Requested and Why
When you connect, AffZero requests the following Google permissions:
| Permission | Why it’s needed |
|---|
| Google Drive files | To save generated invoice PDFs to your Drive and read Google Doc templates |
| Google Docs | To open your invoice template doc, insert variable values, and export to PDF |
| Google Sheets | To write rows of automation data (stats, variables) into a spreadsheet |
| Send Gmail | To send emails from your Google address in Send Email automation steps |
AffZero only accesses files you explicitly use within the platform — it never scans, browses, or indexes your Drive. Gmail access is used only to send outbound emails you configure in automations. Your inbox is never read.
Primary Account
If you connect multiple Google accounts, one is designated the Primary account. The primary account is used by default when a step doesn’t specify which account to use.
To change the primary account, click Set Primary next to any connected account.
Multiple Google Accounts
You can connect more than one Google account — for example, a personal Gmail and a company Google Workspace account. This is useful if:
- Different automations should save invoices to different Drive accounts
- You want to send emails from multiple Google addresses
The number of accounts you can connect depends on your plan.
Account Limits by Plan
| Plan | Google Accounts |
|---|
| Starter | 1 |
| Pro | 2 |
| Scale | 3 |
Verifying a Connection
After connecting, AffZero automatically verifies that the account is active and the permissions are valid. Each account shows one of these statuses:
- Verified and active — everything is working
- Could not verify — the verification check couldn’t reach Google (the connection may still work)
- Invalid — needs reconnection — the OAuth token has expired or been revoked; disconnect and reconnect to restore access
If an account becomes invalid, go to Providers → Gmail + GDrive, disconnect the affected account, and add it again.
Disconnecting an Account
Click the trash icon next to any account to disconnect it. Disconnecting removes AffZero’s access to that account immediately. Any automations that were using it for Drive saves, Sheets writes, or Gmail sending will fail until you reconnect an account or update the automation to use a different one.
Privacy
AffZero’s use of Google data complies with the Google API Services User Data Policy, including the Limited Use requirements:
- Files are accessed only when you explicitly trigger an action (running an automation, saving an invoice)
- Your Google data is never sold, shared with third parties, or used to train AI models
- OAuth tokens are stored encrypted in AffZero’s database
Which Features Require This Integration?
| Feature | Requires Gmail + GDrive? |
|---|
| Save invoice to Google Drive | Yes |
| Use a Google Doc as invoice template | Yes |
| Write to Google Sheets step | Yes |
| Send email via Gmail (OAuth) | Yes |
| Generate HTML invoice (no Drive save) | No |
