Connect Google Drive to Fibula
Set up Google Drive so Fibula can save processed files to a folder of your choice.
What you'll be able to do
Once Google Drive is connected, every document Fibula processes can be filed into a Drive folder. Organised by month, by vendor, by whatever path makes sense for your team. The original file lives in a tidy folder structure your bookkeeper or auditor can find without asking.
Drive is also how teams hand cleaned PDFs back to their accounting workflow. Fibula saves the original, the structured data goes to the system of record, and your Drive stays the source of truth for the underlying file.
Connect Google Drive
Google Drive uses Google's standard OAuth flow. No developer console, no client secret to mint, and no app review queue.
Open the Credentials page from the Fibula sidebar and click New Credential. Pick Google Drive from the provider list, then click Save and Connect. Google asks which account to use and shows a folder picker. Pick the account that owns the folder you want Fibula to write into, choose the folder, and Google sends you straight back to Fibula.
Fibula only gets access to the folder you pick, not the rest of your Drive. You can connect more folders later by adding more credentials.
Use it in a workflow
Drop a Google Drive node onto any workflow canvas, connect it after a Document Schema, and click the node to configure it. The folder path field accepts extracted fields baked into the path, so you can produce a folder structure like /Suppliers/{Vendor}/{YYYY-MM}/ that Fibula fills in for each document.
The AI agent handles most of the configuration. Tell it "save the original PDF in a folder per supplier per month" and it wires the path template, fills in the action, and saves. Missing folders are created automatically the first time a file lands.
What's next
For a full end-to-end example of a connected workflow, see the Xero guide. The pattern is the same: extract, push to the system of record, and keep the file in Drive for reference.
If you also want a cross-document check, look at the Reconciliation guide. Drive holds the originals; Reconciliation catches the duplicates, mismatches, and missing payments.