DriveConnect: Installation & User Guide

monday.com Marketplace Link:  https://auth.monday.com/oauth2/authorize?client_id=1432e90f2547b308c8267c303514c8aa&response_type=install

Installation Guide

Steps to Install

Open monday.com Marketplace, search for DriveConnect > click on the DriveConnect app card > click on Install.

Now DriveConnect is Installed in your System.

You can verify the same by clicking on the icon at the top right corner > click Administration > Apps, and you can view DriveConnect is Installed.

Connecting monday.com with Google Drive

1. To connect your Google Drive with monday.com, click on Automate > search DriveConnect > click on the DriveConnect app card > select an integration recipe of your choice.

As soon as you select an integration recipe, you will be redirected first to authorize monday > click on Authorize > then you will be redirected to signin to Google Drive account.

On successful sign-in, you will be redirected back to monday.com to create recipes.

Cheers 🍺! Your app is ready to use.

For any assistance with this process, send an email to “apps@cloudvandana.com” and we will help!

User Guide DriveConnect

Using DriveConnect App Integration Recipes

With the DriveConnect app, you can connect Google Drive with monday.com and seamlessly manage your monday.com Files in Google Drive.

Now, open a board to use the DriveConnect app recipes.

Create a Folder and Save the Folder URL in the Link Column

Requirements for this recipe;

1. A Folder URL from your Signed-In Google Drive account.
2. Link column in the monday.com board. The Google Drive folder URL will be saved in this column.
3. Button column in the monday.com board. The button will act as a trigger to run the recipe.

Select the integration recipe shown in the image below.

Fill all the fields in the recipe and click on “Create automation”.

Now it’s time to take our newly created automation in action 🚴.

As soon as you click on the button, the automation starts running, and in a few seconds, a folder is created(with the name of the item) in the given folder, and the created folder URL is saved in the Link column.

Create a Folder Inside the Link column’s URL

Requirements for this recipe;

1. Link column in the monday.com board. The folder will be created in this column’s folder URL.

Select the integration recipe shown in the image below.

Fill all the fields in the recipe and click on “Create automation”.

Now it’s time to take our newly created automation in action 🚴.

As soon as you create a subitem, the automation starts running, and in a few seconds, a folder is created(with the name of the sub-item) inside the Google Drive folder URL present in the subitem’s parent item Link column.

Sync files from the Files column to Google Drive

Requirements for this recipe;

1. A monday.com column(Status, Date, etc) that will be used as a trigger, which means, when this column changes, the recipe will run.
2. Files column. The files will be synced from this column.
3. Link column. The Google Drive folder URL from this column is used to save files.

Select the integration recipe shown in the image below.

Fill all the fields in the recipe and click on “Create automation”.

Now it’s time to take our newly created automation in action 🚴.

As soon as you change the column, the automation starts running, and in a few minutes(based on file size), the files will be synced to the Google Drive folder URL present in the Link column.

Sync files from all Files column to Google Drive

Requirements for this recipe;

1. A monday.com column(Status, Date, etc) that will be used as a trigger, which means, when this column changes, the recipe will run.
2. Link column. The Google Drive folder URL from this column is used to save files.

To use this recipe at its full potential it’s recommended to have more than one Files column.

Select the integration recipe shown in the image below.

Fill all the fields in the recipe and click on “Create automation”.

Now it’s time to take our newly created automation in action 🚴.

As soon as you change the column, the automation starts running, and in a few minutes(based on file size), the files will be synced to the Google Drive folder URL present in the Link column.

Using DriveConnect App Actions

The monday.com actions are very handful. It allows users to use any trigger of their choice, which then starts the action.

For now, there are a total of 6 actions available in the DriveConnect app, listed below;

1. Create Folder
2. Create Folder With Name
3. Create  Folder Inside Another Folder
4. Create Folder inside Group Folder
5. Upload Column Files
6. Upload Item Files

You can use DriveConnect actions by simply clicking on the Integrate button at the top > click on first card > select a trigger of your choice > in actions, search for DriveConnect and select a DriveConnect app action.

Congratulations 🎉 you have successfully used an action to create an automation recipe.

Using DriveConnect App Item View Feature

DriveConnect also provides an intuitive UI to manage your monday.com files in Google Drive. Using the UI, you can easily;

1. Create folders
2. Upload files
3. Download files
4. Delete files
5. Preview files 

The UI maintains a folder structure; for example, there is a board named “Projects” having an item named “Develop web app”, when you upload files to this item then in the Google Drive first a folder with the name “DriveConnect – monday.com files” is created, this folder is the root folder, then inside this folder a folder is created for the current board(“Projects”), inside the board folder item folder(“Develop web app”) is created, and inside the item folder all the files will be uploaded.

We know it may be confusing at first, but it’s super useful once you start using this.

If you want to learn more about the DriveConnect app item view feature(UI), please visit this link.