The Google Drive action, Upload a File, copies files from a record to a Google Drive folder when an automation runs. It suits form attachments, signed documents and evidence files.
You connect your Google account once, pick the folder, and map the files to upload.
Example: a Risk Register table in an Enterprise Risk Management solution. Each accepted risk gets a signed acceptance form in its Files and Images field. When the form is added, the automation copies it to the audit evidence folder in Google Drive.
Plan Availability | All plan types. |
Permissions | Administrators, in any solution, and Solution Managers, in the solutions they manage, create and edit automations. |
Platform | Web |
Related Reading |
Before you start
A Google account with access to the target Drive folder.
The folder must be in your own Drive. Shared folders are not offered.
How do I add the action?
Open the Solution Menu, the arrow beside the solution name, and select Automations.
Select Add Automation and pick a trigger, such as When a record is updated.
Under Then do this, select Add Action. Under Integrations, point to Google Drive and select Upload a File.
Connect the Google account
In the action, select Connect.
Sign in to Google when asked.
Accept the request, then close the window.
To remove the account later, select Disconnect in the action settings.
The Google Drive Upload a File Action Settings with the Google Drive Account list and Add new Google Drive credential.
Folder and Files
Folder, optional: the target folder. Left empty, files go to your Drive's root folder. Shared folders are not available.
Files, required: a Files and Images field, or another file from the trigger record or an earlier step.
Then select Save Automation, and Yes, Switch It On when asked.
For the evidence archive, Folder is Audit evidence and Files is the risk's Files and Images field.
Tip: To archive a PDF that the automation builds, add Generate PDF first. Then map its Exported Pdf into Files.
Frequently asked questions
Can I upload to a shared drive folder?
Can I upload to a shared drive folder?
No. Shared folders are not offered. Pick a folder in your own Drive.
Where do files go if I leave Folder empty?
Where do files go if I leave Folder empty?
To the root folder of the connected Google Drive.
Can I upload a PDF the automation created?
Can I upload a PDF the automation created?
Yes. Add Generate PDF before this action and map Exported Pdf into Files.
Does the action remove the file from SmartSuite?
Does the action remove the file from SmartSuite?
No. It copies the file to Google Drive. The record keeps its file.
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Last verified 1 Nov 2026.

