Optimizing Document Management for Claygent Interpretations Across Platforms

I have a bunch of documents in a google drive folder. I would like Claygent to be able to look at and interpret all of those files and provide interpretations and answers on them. Is there a better way to manage/store files than google drive that will allow for this?

10 comments

Channeled
APP
·
·
You can integrate Clay with both Notion and Google Docs for document management. Here's how you can work with your documents: 1. For Google Docs: • Access the integration through "Add Enrichment" > "Google Docs" • You can create new documents and append text automatically • Your Clay data can be mapped directly to your documents 2. For Notion: • Access through "Add Enrichment" > "Notion" • You can: • Create pages • Manage database items • Append content • Look up objectsBoth platforms integrate seamlessly with Clay, allowing you to transform your data into organized documentation while maintaining an efficient workflow across platforms. Source: Enhanced table exclusions, simplified email sequencers, Notion integration, Google Docs integration, and more!
Channeled
APP
·
·
Did that answer your question?
Daniel B.
·
·
no
Channeled
APP
·
·
Looks like you're still looking for help. If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Daniel B.
·
·
no specific table - so I have about 50 CVs in a folder. and want to query in Clay using Claygent against a table of companies e.g. look in my CV library here <insert link> and tell me the best matched CV to this org based on experience/sector blah blah something like this. can you think of a way I can do this?
Anaum K.
·
·
Hello Daniel! Thank you for reaching out! That’s a great use case, and I can definitely provide some guidance here. Right now, Claygent can process PDFs, but the key requirement is that they need to be publicly accessible via a direct link. If your CVs are stored in Google Drive, you’d need to ensure that each file is set to “Anyone with the link can view” and then provide those links to Claygent. Since you’re working with a large set of documents (around 50 CVs), the best approach would be to feed multiple public links into Claygent in a single query and ask it to compare them against your company table based on the relevant criteria (experience, sector, etc.). This should allow you to retrieve the best-matched CVs. If you’d like, you can also send over a link to your company table, and I can take a deeper look to help structure the best solution for you! Let me know how you’d like to proceed. 😊
Daniel B.
·
·
That makes sense - it doesn’t seem to be able to access publicly open Google drive links though? Is that normal behaviour or are drive public links usually ok and readable for Claygent?
Mark L.
·
·
Daniel, in my testing, it's able to read a Google Doc, and also a PDF in Google Drive. It spotted the "Lorem ipsum..." boilerplate in my PDF here: https://downloads.intercomcdn.com/i/o/w28k1kwz/1368323948/ae1fcf48eb3318b41806f93f95dc/20250206-google-drive-pdf.png?expires=1738854000&signature=37456707078a7f647242fd1d49ad006aeef0f97d32b6d7b2cb62e078781624d9&req=dSMhHsp8nohbUfMW1HO4zSpmzUQw5rVu2mOtsbSHHUBM%2FgYSlF9CgL7Py4Mh%0AOoLD%0A In this test case, I was providing a link to the PDF, rather than to the folder itself. ChatGPT suggests you can programmatically obtain the list of links from a Google Drive folder using Apps Script, and also via the Google Drive API. https://chatgpt.com/share/67a4c5fe-b034-800f-bb46-4f4eef7de527 Perhaps try setting up Apps Script to send to a Sheet, which you could export as CSV, then bring into a Clay table? Might be better than 10-15 minutes of URL copying?
Channeled
APP
·
·
Hi Daniel B.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
·
·
Thank you so much for sharing your feedback Daniel B.!

Optimizing Document Management for Claygent Interpretations Across Platforms | Clay