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Core guide6 min read

Connect company tools safely

Connect Gmail and supported cloud storage so Edvin can work from real company context while workspace policies continue to control actions.

Updated Jul 13, 2026

What you will have

Outcome

A healthy, workspace-scoped connection that Edvin can use only within configured grants, autonomy, and approval rules.

01

Connect only the useful source

Open Integrations and connect the tool that contains required context. Gmail can provide inbox signals; Google Drive, OneDrive, and Dropbox can provide or reference workspace files when configured.

02

Check connection health

A connected label alone is not proof of a working integration. Review its health, account label, and latest successful read or sync before relying on it for important work.

03

Keep action permission separate

Reading context does not grant permission to send, publish, or mutate. External actions remain constrained by workspace policy, the assignment's authority, and exact approvals when required.

Try it in chat

Use this as a starting point. Add your real goal, source material, and deadline.

Example prompt

Use the connected Gmail inbox and Google Drive folder for this customer follow-up. Draft replies, but require approval before sending.

More ways to ask

  • Connect Gmail for inbox triage, but keep replies in draft mode.

  • Use the Edvin.ai Google Drive folder as the source and destination for this report.

  • Link this OneDrive file as context without granting unrelated access.

Things worth knowing

  • Disconnect integrations that are no longer needed.
  • Use the account label to confirm you connected the intended company account.
  • If health says Needs attention, reconnect before delegating time-sensitive work.

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