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IntegrationsDocuments, files and e-signature

AI for Google Drive that knows the rest of your business

Google Drive holds your files, sheets and signatures. Liaison connects to it with access you grant and reads the documents, spreadsheets and contracts the business runs on, and drafts, fills, files and sends them for signature.

Because it reads Google Drive together with your inbox, your CRM and your books, an answer about your files, sheets and signatures comes with the rest of the picture. You keep Google Drive; nothing is replaced or re-entered.

What Liaison does with Google Drive

  • Drafts proposals and contracts from your own templates and sends them for signature.
  • Keeps the weekly report sheet filled from the systems the numbers come from.
  • Files documents where your team expects them, named the way you name them.
  • Reads a contract and tells you the dates, amounts and obligations that matter.

Questions it answers across Google Drive and your other tools

  • “Which contracts renew in the next 60 days, and on what terms?”
  • “Which proposals went out this month, and which were signed?”
  • “Where is the latest version of the price list, and does it match the quotes?”
  • “What does the weekly report spreadsheet say this week, and what changed?”

What it reads in Google Drive

21 kinds of Google Drive data Liaison can read on its own, every time it answers a question or does a job.

  • Find FileSearch for a specific file by name
  • Find FolderSearch for a specific folder by name
  • Find FormsList Google Form documents or search for a Form by name
  • Find SpreadsheetsSearch for a specific spreadsheet by name
  • Get Comment By ID
  • Get Current User
  • Get File
  • Get File By ID
  • Get Folder ID for a Path
  • Get Reply By ID
  • Get Shared Drive
  • Get User Details
  • Is Folder AncestorCheck if a specific folder is anywhere in the parent hierarchy of a file or folder
  • List Access ProposalsList access proposals for a file or folder
  • List Comments
  • List FilesList files from a specific folder
  • List PermissionsList sharing permissions on a file or folder in Google Drive
  • List Replies
  • List Shared Drives
  • Search FilesSearch for files and folders in Google Drive using the Drive query language
  • Search for Shared Drives

What it can do in Google Drive

27 actions Liaison can take in Google Drive. It does the ones you have approved, in your voice; anything that moves money waits for your yes.

  • Add CommentAdd an unanchored comment to a Google Doc (general feedback, no text highlighting)
  • Copy File
  • Create Folder
  • Create New File From TemplateCreate a new Google Docs file from a template
  • Create New File From Text
  • Create Shared Drive
  • Create Text FileCreate a new Google Doc from text content in Google Drive
  • Delete CommentDelete a specific comment (Requires ownership or permissions)
  • Delete File
  • Delete Reply
  • Delete Shared Drive
  • Download FileDownload one or more files from Google Drive to the /tmp directory or return their contents as buffers
  • Move File
  • Move File to Trash
  • Remove File Sharing PermissionRemove a sharing permission from the sharing preferences of a file or folder
  • Remove SharingRemove a sharing permission from a file or folder in Google Drive
  • Reply to CommentAdd a reply to an existing comment
  • Resolve Access ProposalsAccept or deny a request for access to a file or folder in Google Drive
  • Resolve CommentMark a comment as resolved
  • Share FileShare a file or folder in Google Drive by creating a sharing permission
  • Share File or FolderAdd a sharing permission to the sharing preferences of a file or folder and provide a sharing URL
  • Trash FileMove a file or folder to the trash in Google Drive
  • Update Comment
  • Update File
  • Update Reply
  • Update Shared Drive
  • Upload File
Liaison Professional · $629 a month

Liaison in Google Drive, set up with you, for $629 a month.

  • Connects to Google Drive with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
  • Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
  • Answers a question about Google Drive with the rest of the picture: the customer, the invoice, the thread, the calendar.

On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.

“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner

$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.

The Gmail inbox inside Liaison, each thread tagged with what was done: Mike Fairview’s invoice thread has a reply drafted, Dana’s Thursday is rebooked and confirmed, North Ridge’s renewal is filed to the account.

Questions

Does Liaison replace Google Drive?

No. You keep Google Drive exactly as it is. Liaison connects to it, reads it together with your inbox, your CRM and your books, and does the work in it the way a person on your team would.

How does Liaison connect to Google Drive?

With access you grant from your own Google Drive account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.

Can Liaison act in Google Drive without asking?

It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.

What does it cost?

Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.

See it on your own business.

Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.

Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.