Using Google Drive and Calendar with SoterAI

What SoterAI can access

Once connected, SoterAI has read-only access to:

• Files and folders in your personal Google Drive
• Shared drives your Google account has access to
• File metadata: name, owner, file type, last modified date
• Content of supported file types: Google Docs, PDFs, Word documents, spreadsheets, text files, and presentations

Read-only access: SoterAI can read and analyse your Google Drive content, but cannot create, edit, move, rename, or delete any files or folders.

What SoterAI cannot do

• Cannot create, edit, move, rename, or delete any files or folders
• Cannot access files not shared with your Google account
• Cannot upload files to your Drive on your behalf
• Cannot access content in Google Forms or Google Sites

How to connect Google Drive

1. In the SoterAI chat bar, click the puzzle piece icon
2. In the Connectors panel, find Google Drive and click Connect
3. An authorisation link will appear — click it
4. Sign in to your Google account in the browser window that opens
5. Grant SoterAI read access when prompted
6. Return to SoterAI — Google Drive now shows as Connected

Your connection is persistent — you won't need to reconnect each session. If your connection expires, SoterAI will prompt you to reconnect.

What you can ask SoterAI

Once connected, just ask naturally in any chat or workflow:

Finding files

• “Find the latest incident report in my Google Drive”
• “Search for any files related to the contractor induction”
• “What safety documents do I have in my Drive?”

Reading and summarising

• “Summarise the Q1 safety review document in my Drive”
• “What are the key points in the risk assessment file?”
• “Read the toolbox talk template and list the main sections”

Using in workflows

• “Use the safety procedure from my Drive to generate a toolbox talk about working at height”
• “Pull the hazard register from my Drive and identify any gaps”
• “Compare the two inspection checklists in my Drive and highlight the differences”

Use cases

Safety document review

Before a site audit, ask SoterAI to pull your inspection checklists and compliance documents from Drive and summarise the key requirements. SoterAI surfaces the right information without you needing to search through folders manually.

Policy and procedure access

Store your safety policies in Drive and ask SoterAI to reference them directly when generating toolbox talks, risk assessments, or induction materials — keeping output consistent with your documented procedures.

Cross-referencing historical records

Ask SoterAI to retrieve past incident reports or audit results from Drive and compare them against current findings, identifying trends or recurring issues over time.

Troubleshooting

My Google Drive connection expired

Ask SoterAI “Reconnect to Google Drive” and follow the authorisation link it provides.

SoterAI can't find a file I know exists

Make sure the file is accessible to your Google account. If it's in a shared drive, confirm your account has been granted access. Try asking SoterAI to search by file name directly: “Find a file called [filename] in my Drive”.

SoterAI can read the file but the content looks incomplete

Some Google-native formats (e.g. Google Slides) may return limited content. Try asking SoterAI to describe what it can access, or export the file to PDF in Drive first and ask again.