Google Workspace integration

Drive, Docs and Sheets sit inside the client record with the smallest scopes that work.

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Google Workspace

ROASfinity

Read-only firstWrites only after a yes

Stock photos and example labels, not customers.

How the data moves

From Google Workspace to your report. Back only with a yes.

The top row is reading, which is all a new connection does. The bottom row is writing, switched on per account only after you grant the rights.

Google WorkspaceReads drive search and previews
🔑Token vaultRead-only token, encrypted on the server
One recordStored per client, with currency and time zone kept
▦Your reportSource, formula and sync time on every number
✎ProposalA change such as: docs batch updates
✓Preview and yesBefore and after, then a person with the right role approves
⎙Written onceAn idempotency key, so a retry cannot repeat the change
↻Read back, loggedGoogle Workspace is read again, compared and logged

Read: on by default, read-onlyWrite: off until you grant it, then every change needs approval

Google Workspace in daily use

What it reads first

Drive search and previews

What it can change, after a yes

Docs batch updates

Photos are stock images. App screens show test data.

In numbers

3things it reads

3things it can change, after approval

1things you need to connect

1limits stated

Google Workspace: reads, writes and limits

Drive search and previews
Docs content
Sheets values

Docs batch updates
Sheets value updates
Drive operations, where permitted

Always after preview and approval.

Google OAuth with minimal scopes

Edits respect each person's Google permissions and revision history.

Before you connect

Your ticks stay in this browser only.

Ask for accounts on the agency domain for shared files and reports. Do not keep client data in personal accounts.
Write down who owns each shared folder and each report file, and who can edit it.
Check the spreadsheet locale, time zone, currency and date format before you import any data into it.
Mark which file is the source of truth for each number. Keep a copy of every raw export next to the report.
Compare one closed period from the export with the original platform export, using row counts and totals. Do not use the sheet in a client report until they match.

Common data differences

General practice, not a claim about any one account.

Difference

Locale, decimal and date formats

A sheet can read the same number or date differently when the locale changes. A decimal comma and a decimal point, or a day-first and a month-first date, can shift values and dates. Check the format of every import before you add anything up.

Difference

Pasted values and hidden rows

Numbers copied by hand, pasted over old values, or hidden by a filter change the totals. A report built on a copy can drift from the source after the source is updated. Keep one raw tab and one report tab.

Difference

Currency and rounding in formulas

A sheet converts currency with the rate typed in, not the rate a platform used on the day. Formulas round at their own step. Totals built from rounded rows can differ from totals built from raw data.

Modules that use Google Workspace

Each module page says what it reads and what it will not claim.

Workspace

Drive files, Sheets and Docs inside the client record, with search, preview and permitted edits.

Tasks and SOPs

Client projects, recurring tasks, deadlines, owners and checklists linked to the ads and assets they concern.

AI studio

Scripts, copy, images, storyboards and video jobs, with every version, prompt and cost kept.

Questions about Google Workspace

Is the Google Workspace connection read-only?

It starts read-only. Changes are added only where the platform grants the permission, and each one is previewed, approved, sent once, read back and logged.

Where is the token stored?

In an encrypted vault on the server, never in the browser, in logs or in an AI prompt.

Is the Google Workspace connector available now?

Not yet. It goes live after the platform access is in place. Request access to be told when it does.