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Free to use during beta. No credit card required.

05

Gmail & Google Drive Integration

One Google OAuth connection enables Drive saves, Google Doc invoice templates, Sheets exports, and sending mail from your Gmail address in automations.

One **Google OAuth** unlocks Drive saves, **Docs** invoice templates, **Sheets** writes, and **Gmail** sending in automations—not the same as **SMTP** (Providers → Email Service). Connect under **Providers → Gmail + GDrive**; grant **all** scopes on Google’s screen. Multiple accounts: Starter 1 · Pro 2 · Pro+ 3 · Business unlimited; one is **Primary**.

1. Open Providers and add an account

Go to Providers → Gmail + GDrive. If nothing is connected yet, click + Add Google Account. The counter (for example 0/2 on Pro) shows how many slots you have left.

AffZero Providers page on Gmail + GDrive tab with Add Google Account
Connect here before using Drive saves, Doc templates, Sheets, or Gmail OAuth in steps.

2. Review AffZero’s consent summary

The in-app modal spells out what we request and why: narrow Drive access to files you pick or create through AffZero, Docs/Sheets where needed, and Gmail send on your behalf. When you are ready, click Continue with Google to start Google’s sign-in.

Connect Google Drive & Gmail modal with permission checklist and Continue with Google
Follow the on-screen tip: on Google’s next page you must grant every scope—partial consent breaks Sheets, Drive, or Gmail later.

3. Approve Google’s permissions

Pick the Google identity you want automations to use, then on the permissions screen choose Select all (or equivalent) and Continue. Skipping a scope—say Sheets—means features that depend on it will fail mysteriously later.

Google OAuth screen listing Drive and Gmail permissions with Allow
drive.file limits AffZero to files you explicitly open or create in-app—not your whole Drive.

4. Confirm the account in AffZero

You’ll see **Verified and active**, **Primary** on the first account, **Add Another Account** until you hit the plan limit, and disconnect via the trash icon—automations still pointing at a removed account need updating.

Connected Google account card showing Primary and Verified and active
Disconnect with the trash icon if you rotate credentials—update automations that referenced the old connection.