# Google Docs
Google Docs (opens new window) is a cloud-based word processor that enables users to create, edit, and collaborate on documents in real-time. It integrates seamlessly with Google Workspace and offers features like commenting, version history, and smart editing tools to enhance productivity.
# Prerequisites
To establish a Google Docs connection, you must complete the following prerequisite steps:
- Enable the Google Docs API
- Create a service account
- Generate a service account key
- Share Google Docs with the service account
- Configure OAuth 2.0 for authorization
After you complete these prerequisites, proceed to connect to Google Docs on Workato.
# Enable the Google Docs API
Complete the following steps to enable the Google Docs API:
Sign in to your Google Cloud Console (opens new window).
Navigate to APIs & Services > Library.
Search for Google Docs API.
Click Enable to activate the API for your project.
# Create a service account
Complete the following steps to create a service account:
Go to IAM & Admin > Service Accounts in the Google Cloud Console.
Click Create Service Account.
Enter a name, ID, and description for the service account.
Click Create and continue.
Assign the required roles such as Editor or Owner, based on permissions required.
Click Done.
# Generate a service account key
Complete the following steps to generate a service account key:
In IAM & Admin > Service Accounts, select the newly created service account.
Navigate to the Keys tab.
Click Add key > Create new key.
Choose JSON as the format and click Create.
Download the JSON key file and store it securely.
# Share Google Docs with the service account
Complete the following steps to share a Google Doc with the service account:
Open Google Docs and select the document you plan to integrate.
Click Share and enter the service account email.
Assign the appropriate permissions.
Click Send.
# Configure OAuth 2.0 for authorization
Complete the following steps in the Google Cloud Console to authorize Google Docs for Workato:
# Configure the OAuth consent screen
Complete the following steps to configure the OAuth consent screen:
In Google Cloud Console, go to APIs & Services > OAuth consent screen.
Click Get started.
Enter Workato (the name of the app asking for consent) in the App name field.
Enter an email in the User support email field.
Click Next.
Select External as the Audience. Learn more about user types (opens new window).
Click Next.
Enter an email address in the Contact information section.
Select the checkbox to agree to Google API Services User Data Policy (opens new window) and click Continue.
Click Create.
Click the Data access tab and select Add or Remove Scopes.
Select the necessary scopes, such as:
https://www.googleapis.com/auth/documentshttps://www.googleapis.com/auth/documents.readonly
Click Save.
# Authorize the service account
Complete the following steps to authorize the service account:
Go to Security > Access and data control > API Controls.
Under Domain-wide Delegation, click Manage Domain Wide Delegation.
Click Add new.
Enter the Client ID from the service account JSON file.
Add the necessary scopes from the previous step.
Click Authorize.
# How to connect to Google Docs
The Google Docs connector supports the following authentication methods:
# Service account
Service account connection
Click Create > Connection.
Search for and select Google Docs as your connection on the New connection page.
Provide a name for your connection in the Connection name field.
Use the Location drop-down menu to select the project where you plan to store the connection.
Enter your service account email address in the Service account email field.
Enter your private key from the downloaded JSON in the Private key field.
Click Sign in with Google.
# OAuth 2.0
OAuth 2.0 connection
Click Create > Connection.
Search for and select Google Docs as your connection on the New connection page.
Provide a name for your connection in the Connection name field.
Use the Location drop-down menu to select the project where you plan to store the connection.
Enter your application's client ID in the Client ID field.
You can find your client ID by signing in to your Google Developers Console (opens new window) account. After signing in, click Credentials to show your OAuth 2.0 client IDs. Alternatively, you can create OAuth 2.0 credentials by selecting Create credentials > OAuth client ID. Use https://www.workato.com/oauth/callback as the redirect URI when registering your OAuth client. Learn more (opens new window).
Provide the client secret in the Client secret field. Use the same instructions as the client ID to retrieve the client secret.
Click Sign in with Google.
Last updated: 3/24/2025, 4:58:23 PM