Use Drive from Cortex Chat
Use Drive from Cortex Chat in Cortex Chat: practical steps, setting explanations, result checks and troubleshooting.
Drive provides files and folders while Chat supplies the assistant conversation. A file’s access rules and a Sidekick’s tool permission both matter when asking it to read, organise or share material.
Before you start
An app name opens the product surface, while its settings control shows connection and Sidekick access. The product may be visible to you even when the assistant has no permitted tool for the action you want. Read the account identity, phase and explicit guidance before reconnecting. Some setup flows need tools saved first and account access saved afterwards. For embedded apps, verify the account and open record rather than assuming the context from another tab. If an action changes an external record, inspect that record afterwards; a completed app load or a confident assistant reply is only part of the evidence.
Step-by-step
- Open Drive under Connected Apps.
- Locate the intended file and check its account/workspace and sharing state.
- Ask for the specific action you intend, then verify the resulting file or permissions in Drive.
What the settings mean
| Control or state | Meaning |
|---|---|
| App surface | The interface you can open and use. |
| Connection | The service/account link and its current state. |
| Account access | The read/draft/write/send allowance supported by that app. |
| Tool selection | The particular operations saved for the assistant. |
Check the result
The intended file is used and any authorised mutation is visible in its destination.
If it does not work
If the assistant cannot access the file, inspect both file sharing and its Drive tool policy. Do not make an entire drive public to solve one read problem.
Continue with the right context
Return to the Cortex Chat guide index to choose another task. Keep the current account, assistant and conversation in view when following the next guide. To use the product, open Cortex Chat.
- Open a connected app beside your assistant
- Understand app connection and access states
- Open and work with Docs in Cortex Chat
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