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The Google Drive voice AI integration helps teams organize files created or requested during a call. Use it for approved summaries, recordings, transcripts, or customer documents only when folder ownership, retention, and sharing permissions are defined.
A catalog page describes a possible workflow. It does not confirm that a native Google Drive connector is enabled in your workspace. Check Integrations in the DialNexa dashboard first. If Google Drive is not listed, use a custom function, agent webhook, or external automation service.

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When to use the Google Drive voice AI integration

Use Google Drive when:
  • Call artifacts need an organized, access-controlled storage location.
  • The destination folder can be chosen from a customer, project, case, or date rule.
  • Sharing stays restricted to approved users or groups.
  • Retention and deletion rules cover recordings and transcripts.
Best first workflow: Save an approved call summary to a restricted folder, name it with the call ID and date, and write the Drive file ID back to the source record.

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Before you begin

Prepare the following:
  • A published DialNexa agent that has already passed a basic test call.
  • Access to the DialNexa workspace Integrations page.
  • A Google Drive account with permission to read or update the required records.
  • One test record that does not affect a live customer.
  • A list of actions that can run automatically and actions that require human review.

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Choose how to connect Google Drive

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Build the Google Drive voice AI workflow

  1. Define the exact event that starts the action, such as a confirmed booking, qualified lead, support escalation, or completed call.
  2. Choose the connection method from the table above.
  3. Map caller identity, the DialNexa call ID, the verified outcome, and the destination record ID.
  4. Add a condition so uncertain, sensitive, destructive, or high-value changes go to a human-owned queue.
  5. Store the destination record URL or ID with the call result so your team can trace the handoff.
  6. Test success, no-match, duplicate, permission-error, and timeout cases before using live traffic.

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Data to map between DialNexa and Google Drive

  • DialNexa call ID, call direction, status, and final outcome
  • Caller name, phone number, email, and matched customer or account ID
  • Structured fields collected during the call, including consent where required
  • Short operational summary, requested next step, owner, and due date
  • Transcript or recording link only when your privacy policy allows it
  • Google Drive record ID, record URL, update timestamp, and integration result

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High-value Google Drive voice AI workflows

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Verify the Google Drive integration

Run a test call and confirm that:
  1. The artifact is stored in the intended Shared Drive and restricted folder.
  2. Filename, file type, call ID, customer or case reference, and date are correct.
  3. Sharing stays limited to approved users or groups.
  4. The Drive file ID is written back to the source record.
  5. Folder ambiguity, permission failure, and upload failure create a review task.

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Troubleshoot Google Drive integration issues