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Setup (one-time, ~2 minutes)

  1. In your Google Drive, create a folder named <YourCompany>-Pavo (or any name you prefer).
  2. Copy any Docs and Sheets you want Pavo to learn from into this folder.
  3. Share the folder with <YourCompany>@iam.gserviceaccount.com with Viewer access.
  4. Go to <YourCompany>.pavoai.com/settings/workspace-connectors, or let someone at Pavo know to do steps 4 & 5 for you.
  5. Click on connected_sources > gsuite connectors and then sync now.
That’s it. Pavo will ingest the content of the files accessible to <YourCompany>@iam.gserviceaccount.com

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A few notes

  1. Treat the folder as your source of truth for what’s in Pavo. If it’s in there, assume anyone on your team with access to the pavo-<YourCompany> instance can retrieve information from it.
  2. Permissions on individual files inside the folder are not mirrored into Pavo; ingestion is all-or-nothing per file. Don’t put a doc in the folder unless you’re okay with every <YourCompany> user with access to the Pavo instance being able to query its content.