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Integration

Google Drive & Docs Integration

Use Google Drive and Docs flow nodes to copy document templates, fill placeholders, share files, and pick files from your Drive — all inside WA Orbit flows.

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Overview

Connecting Google enables two flow-builder nodes — Google Drive and Google Docs — that let you move document creation and file management into automated WhatsApp workflows. The Drive node handles file picking, copying, and sharing. The Docs node copies a template document and replaces text placeholders with variables from the flow.

Google Docs Flow Node

The Docs node copies a selected Google Doc template into a new file and replaces {{placeholders}} with flow variables.

  1. Drop a Google Docs node onto your flow canvas.
  2. Click Select file — the file picker shows the Google Docs files accessible to the connected account.
  3. Enter a File name (defaults to "Copy of [Template name]").
  4. Set Placeholders — match the {{placeholders}} in your template to flow variables. Use the Data wheel to drag variables into the right-hand column.
  5. Optional: Turn on Share the new file and set a recipient address to send the file via Google Drive's built-in sharing.
  6. The Document link output is automatically set to the new file's sharing URL, ready to send downstream.

Free Templates Available

WA Orbit provides ready-made templates like Invoice, Offer, and Hire letter — use them as-is or customize.

Google Drive Flow Node

The Google Drive flow node lets you select an existing file from your connected Drive account, then either copy it or share it with someone — directly inside an automated flow.

  • Select file — opens the file picker showing Google Sheets, Docs, and Forms accessible to the connected account.
  • Copy — duplicates the selected file and saves it to the specified location, or the same folder by default.
  • Share — optionally share the copied file with a recipient address (person or group). Permissions default to Viewer but can be changed to Editor or Commenter.

Drive Scope Required

The Drive node needs the auth/drive scope. If you connected your Google account before this node was available, click Reconnect to re-run OAuth with the full scope set.

Common Use Cases

  • Auto-generate invoices from order data, fill placeholders, and send the PDF link back via WhatsApp.
  • Copy a job offer letter template, fill in candidate details, and share the file with the hiring manager.
  • Look up a Google Sheet row to get customer data, then generate a personalized document and send it.

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