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Before you begin

  • In your Next Matter portal, go to Automations library, click Connect in the Google Drive app tile. It’s a good idea to connect with your service account (the account you use for connecting apps, which is not your personal account)

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Use the integration

You can use the integration to download files from Google Drive and use them in workflows or pass them on to an external storage. Note that your file must be a maximum of 50 MB.
  1. Click Workflows > + Create new… > Create a new workflow and give your workflow a name. If you have a workflow ready, click … > Edit workflow.
  2. Click + Add step and select Integrations > Drive.
  3. Click the step and click Configure integration.
  4. In the operation dropdown, select Download file.
  5. Enter your file ID from the dropdown or select it as data reference.
    You can find the file ID within the file’s URL when viewing it in a browser. The file ID is usually found after /d/ (for documents, spreadsheets, etc.) or /file/d/ (for other file types).
  6. (Optional) Give the file a new name
  7. (Optional) Convert the file to the new format. This only works if the file is a Google Workspace file, such as:
  • Google Docs (.gdoc) - Word processing documents
  • Google Sheets (.gsheet) - Spreadsheets and data analysis
  • Google Slides (.gslides) - Presentations
  • Google Forms (.gform) - Surveys and forms If the file has a different format, it will not be converteed on download. The files are converted following the Google mapping (external page).
  1. Save your changes.