Documentation Index
Fetch the complete documentation index at: https://docs.affzero.com/llms.txt
Use this file to discover all available pages before exploring further.
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 appears 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 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), 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 |
|---|---|
| drive.file | Access only to files you explicitly open or create via AffZero — invoice PDFs saved to Drive, Google Doc templates you select, and Google Sheets you pick through the Drive Picker. AffZero cannot see any other files in your Drive. |
| Send Gmail | To send emails from your Google address in Send Email automation steps |
AffZero uses the narrowest possible Drive permission (
drive.file) — it only has access to the specific files you choose inside AffZero, never your full Drive. Your inbox is never read; Gmail access is outbound-only for emails you configure in automations.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. The number of accounts you can connect depends on your plan.| Plan | Google Accounts |
|---|---|
| Starter | 1 |
| Pro | 2 |
| Pro+ | 3 |
| Business | Unlimited |
Connection Status
After connecting, AffZero automatically verifies that the account is active and permissions are valid. Each account shows one of:- Verified and active — everything is working
- Could not verify — verification check couldn’t reach Google (connection may still work)
- Invalid — needs reconnection — OAuth token has expired or been revoked; disconnect and reconnect to restore access
Disconnecting an Account
Click the trash icon next to any account to disconnect it immediately. Any automations using that account for Drive saves, Sheets writes, or Gmail sending will fail until you reconnect or update them to use a different account.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 |
| Send email via Gmail SMTP (App Password) | No — uses separate SMTP config |
| Generate HTML invoice (no Drive save) | No |