Marin Docs

Google Drive Integration

Marin connects to Google Drive to help you create documents, find files, and keep your cloud storage organized — all through simple requests.

What Can Marin Do With Google Drive?

ActionExample Request
Create documents"Create a new doc called Project Notes"
Create spreadsheets"Make a spreadsheet for tracking expenses"
Search files"Find the marketing proposal from last month"
Summarize documents"Summarize the Q3 report"
Organize files"Move the contract to the Client folder"
Upload files"Upload this file to my Projects folder"

Creating Documents

Google Docs

"Create a document called 'Meeting Notes - January 5'"
"Make a new doc with an outline for our product launch"
"Create a document with a thank-you letter template"

Google Sheets

"Create a spreadsheet for tracking monthly expenses"
"Make a sheet with columns for Name, Email, Phone, and Status"
"Create an inventory tracking spreadsheet"
When creating documents, you can ask Marin to include initial content. For example: "Create a meeting agenda doc with sections for Updates, Discussion, and Action Items."

Finding Files

Can't remember where you saved something? Just describe what you're looking for:

"Find the proposal I worked on last week"
"Where's the contract for ABC Company?"
"Show me all spreadsheets in the Finance folder"
"Find documents about the product launch"

Smart Search

Marin searches not just file names, but also:

  • Document content
  • Folder locations
  • Recent activity
  • Shared collaborators

Summarizing Documents

Get quick summaries of long documents without opening them:

"Summarize the Q4 financial report"
"What are the key points in the strategy document?"
"Give me a brief overview of the meeting notes from Monday"

This is especially helpful for:

  • Catching up on documents you missed
  • Getting the gist before a meeting
  • Reviewing multiple documents quickly

Organizing Files

Moving Files

"Move the signed contract to the Completed folder"
"Put all the invoice files in Finance/2024"

Creating Folders

"Create a new folder called 'Q1 Projects'"
"Make a folder structure for the new client: Main folder with subfolders for Contracts, Reports, and Communications"

Deleting Files

"Delete the old draft of the proposal"
Deleted files go to Google Drive's trash and can be recovered within 30 days.

Best Practices

Be Specific About File Names

  • Include unique identifiers: "the Q4 report" vs "the report"
  • Mention folder locations if known: "the contract in the Client folder"
  • Reference dates: "the invoice from last week"

Use Descriptive Names

When creating files, use clear names that will be easy to find later:

  • ✅ "Client_ABC_Contract_2024"
  • ❌ "Document1"

Organize as You Go

Ask Marin to file documents in the right place when creating them:

"Create an invoice spreadsheet and put it in the Finance/Invoices folder"

Common Use Cases

Meeting Documentation

Create meeting notes templates and agendas before calls, then update them afterward.

Client File Management

Organize client documents into folders and quickly find contracts when needed.

Financial Tracking

Create and update spreadsheets for expenses, invoices, and budgets.

Document Research

Search and summarize documents to find information quickly.

Troubleshooting

Can't Find a File

  • Try different search terms or descriptions
  • Check if the file might be in a shared drive
  • Verify Google Drive is connected in Connections

Permission Errors

  • Make sure you have edit access to the file or folder
  • For shared files, check the sharing settings in Google Drive