CentrusGoogle Drive

knowledge · knowledge · read and write

Ask the folders you already keep. Always the current file.

Centrus integrates with Google Drive for UK field service businesses. Answers from the folders you already keep in Drive, kept current on their own. Your files stay in Google Drive.

Book a demoSee all 18 use cases

start with these

The rate card, the contract and the job pack are all in Drive, and nobody can find the current one.

Tick the folders on Train and chat answers from the current file, with the file named. Engineers ask about a procedure from site, managers look up how it was ruled last time, and invoices are checked against the contract before they go. People can save a file back into Drive from chat.

  1. 01

    Procedures, policies and site drawings

    An engineer asks on WhatsApp where the board is and what the site allows. The answer comes from your files.

    Read the use case: Procedures, policies and site drawingsWorks with SharePoint, OneDrive, Google Drive, WhatsApp, Dropbox

  2. 02

    Policy changes, briefed in three lines

    The new version is compared with the old, and what changed goes to every engineer on WhatsApp.

    Read the use case: Policy changes, briefed in three linesWorks with Word, SharePoint, OneDrive, Google Drive, WhatsApp

  3. 03

    Past rulings, looked up not re-argued

    Ask how it was ruled last time. New questions go to the manager once, and the answer is logged for everyone.

    Read the use case: Past rulings, looked up not re-arguedWorks with Word, SharePoint, OneDrive, Google Drive, WhatsApp

  4. 04

    Invoices checked against the contract

    Before it goes, the invoice is reconciled with the POs and timesheets on the job and billed at the contract rates.

    Read the use case: Invoices checked against the contractWorks with BigChange, Joblogic, Simpro, SharePoint, OneDrive, Google Drive
01 / 04

setup

Shared folders, kept current in Train

An administrator sets up Train once. People then connect their own Google Drive if they want to save from chat. Gmail is a separate card.

01

Connect Google Drive

In Train, Integrations, click Connect on Google Drive and sign in with Google. Train sees only what that person can open, so pick someone who reaches the shared drives. If Google Workspace blocks new apps, an administrator allows Centrus once.

How to connect

02

Choose what syncs

Open the tree, tick Clients, Jobs, HR or whatever you already keep, and sync. Shared drives is a grouping row, so tick the drive or folder underneath. On Active Syncs set a default tag for new files and pick 1, 2, 4, 8, 24 or 48 hours.

Tags and who sees what

03

Ask, then file

Start asking in chat. Connect Google Drive on Integrations if you want to save from your own drive. When filing repeats, describe it in Agent Builder and drop the Google Drive node on the canvas. Connect Gmail if the files arrive by email.

Steps an agent can use

what it covers

What Centrus can read and change in Google Drive

Train is how folders become knowledge. Ask works in chat on the web, WhatsApp and Teams, against files you have synced. Change works from chat and from agents, for people whose tools are switched on. Trigger here means an agent starts from mail, a schedule or a chat, then writes to Drive.

connects through
A Google sign-in, on Train and in Integrations
trains from
Shared drives and My Drive
writes back
Folders, uploads, downloads and lists, from chat or an agent
stays current
Automatic re-sync every 1 to 48 hours, tags kept

  • Synced folders

    ask

    Shared drives and My Drive, after you tick them on Train

    change

    Add or remove a folder from Active Syncs

    trigger an agent

    Automatic re-sync, or Re-sync now

  • Files

    ask

    Google Docs, Sheets, PDFs and Office files, and the other types Train already takes

    change

    Upload from chat, WhatsApp or an agent

    trigger an agent

    Schedule or chat

  • Tags

    ask

    Who can ask about a file, up to three tags on each document

    change

    A default tag on the sync, or tags set by hand on Files

    trigger an agent

    New files from that sync pick up the default tag

  • Versions

    ask

    The current file after the last sync

    change

    A later sync replaces a changed file and keeps its tags

    trigger an agent

    Every 1, 2, 4, 8, 24 or 48 hours, or on demand

  • Folders in the drive

    ask

    List what is in a path

    change

    Create a path such as Invoices/City Electrical/2026 if it is missing

    trigger an agent

    Schedule or chat

  • Uploads

    ask

    Not asked in chat

    change

    Save a file from chat, WhatsApp, an email attachment or an agent run

    trigger an agent

    An email, a chat request, or a schedule

  • Downloads

    ask

    Pull a file by path so the next step can attach, parse or file it

    change

    Read only

    trigger an agent

    Schedule or chat

  • Cloud Folders

    ask

    Synced files, shown on Files in the same tree they had in Drive

    change

    Read only

    trigger an agent

    Schedule or chat

Plus Docs and Sheets, which live in this drive

Google Docs and Google Sheets are separate cards. The documents and spreadsheets they create live in Google Drive. An agent can write the sheet, then upload a PDF of a quote pack to the client folder, in one run. Gmail and Calendar are separate Google sign-ins.

See how chat and agents work in Centrus

everything with Google Drive

All 18 use cases

Grouped by area of work. Search, or narrow the list by role or by the other systems you run.

18 use cases

02

Quotes and sales

2

Priced from your rate card, sent the same day, chased until they land.

Quotes use cases
03

Scheduling and dispatch

1

Visits confirmed, each day on WhatsApp, customers texted on the way.

Scheduling use cases
04

Engineers on site

6

The site brief the night before, the manual on site, the worksheet from the van.

On site use cases
05

Paperwork and compliance

2

RAMS, worksheets, vans and subcontractor cover, checked before anyone has to chase.

Paperwork use cases
06

Finance and cash flow

1

Invoices chased, matched, checked against the contract and sent.

Finance use cases
07

Reports and numbers

1

Answers, reports and alerts from the systems you already run.

Reports use cases
08

Team and knowledge

5

Your best people's answers, available to everyone.

Team use cases
previous integrationOneDriveAnswers from the folders you already keep, and finished files put back where they belong.next integrationDropboxThe shared pack you keep in Dropbox, kept current on Train and answered from site.

questions

Google Drive questions

It keeps your company knowledge in step with the folders you already keep in Google Drive, and it files work back into those folders. On Train you pick clients, jobs, HR or sales, set a default tag, and turn on automatic re-sync. Chat then answers from the current file. Agents and people can also save invoices, photos, quote packs and documents into Drive.

No. Docs and Sheets create and edit documents and spreadsheets. Those files live in Google Drive. This page is the folders themselves: the place you train from, and the place agents drop a finished file. Use Docs or Sheets when you want the document written. Use Drive when you want the folder kept current, or the file put away.

No. Google Drive stays where the files live, shared drives included. Train syncs only the folders you tick, and a quote pack an agent files from a Gmail label goes back into the Drive folder the team already shares.

That AI only sees what lives inside Google Drive. It does not see your job system, your inbox, your client portals or anything else running the business day to day. Centrus sits across everything you use, so it is not limited by what one vendor decided to build.

No. Google Drive, Gmail and Google Calendar are separate cards, each with its own Google sign-in. Connect Drive for folders, Gmail for mail, and Calendar for the diary. One agent can use all three in one run.

Train. Connect Google Drive, tick the folders you already keep, set a default tag, and turn on automatic re-sync. That is how the contracts, the rate cards and the job packs stay current in Train. Saving from chat and Agent Builder sit on top of that.

Yes. Attach a PDF or a photo and say the folder. Centrus creates the path if it is missing and uploads the file. That works on the web and on WhatsApp, against a shared drive or the person's own Drive.

Yes. The Google Drive node can make a folder, upload a file, list a path and download by path. A typical agent watches a Gmail label such as Quotes or Invoices, then files the attachments under the path you set.

No. Your data is not used to train AI models, and training is switched off on our AI provider account. Data is encrypted in transit and at rest, and access is set per person through tags and roles.

Google Drive comes with every plan, from £299.99 a month. Synced files count against plan storage. Chat uses message credits and agents use automation credits. A re-sync that finds nothing new does not start a chat. Plans run month to month, with no lock-in, and paying annually saves 20%.See full pricing
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We sync a Drive folder like yours and answer the questions your office fields every day from the current file.
  3. 03We pick out the admin that should run itself first.

See it working with Google Drive.

Found the use case you need, or doing something that isn't on the list? Book 30 minutes. Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing