If your team keeps claim files in Google Drive, Brelly Co-Pilot can help you work with those files without leaving Brelly.
That can include finding files, organizing folders, sharing access, and importing files into a claim when needed.
Before You Start
Before using Google Drive in Brelly:
Make sure Google Drive is enabled for your workspace
Make sure your Google account is connected in
Settings→IntegrationsOpen the claim or workflow you are working on if the task is claim-related
If you do not see Google Drive in Integrations, ask your workspace admin for help.
Everything Google Drive Can Help You Do
Google Drive integration can help Co-Pilot do all sorts of things for you:
Find a file by name or type
Find a folder by name
List files and folders
Read file details and metadata
Download a file
Create a new file
Create a new file from text
Create a folder
Edit a file
Rename a file
Upload a file
Move a file
Copy a file
Delete a file or folder
Share a file
Check who currently has access to a file
Remove someone's access to a file
Import a Google Drive file into the open claim
How to Use Google Drive with Co-Pilot
To use Google Drive in Brelly:
Open the claim or workflow you are working on
Open Brelly Co-Pilot
Ask Co-Pilot for a specific Google Drive task
Review any approval request if one appears
Continue from the result in Brelly or in Google Drive
For example, you might ask Co-Pilot to:
Find a file by name
Create a new folder for a claim
Upload a file to Google Drive
Rename or move a file
Share a file with another person
Import a Google Drive file into the current claim
Actions That Need Your Approval
Some Google Drive actions may need your approval before Brelly completes them.
For example, approval may be required before:
Importing a Google Drive file into a claim
Sharing access to a file
Removing someone's access
Deleting a file or folder
When to Use Google Drive in Brelly
Google Drive integration is useful when:
The file you need is already in Google Drive
You want Brelly Co-Pilot to help organize claim files faster
You want to manage folders and access without switching tools as often
You want to pull a file into a claim with less manual work
Tips
Use clear file and folder names so Co-Pilot can find the right item faster.
Open the right claim first if you plan to import a file into that project.
Review share and delete approvals carefully before confirming them.