Sharing Your Documents for the Report
With the professional plan, you can share your documents and data as information sources for generating the reports.
You just need to follow two simple steps.
Select the data to use
Put your documents in a Google Drive folder
- The system will use all files in the folder and its sub-folders.
- You can include up to 100 total files with a maximum of 100 Mb size each.
- The Google Workspace documents (gdoc, gsheet, gslides) formats are limited to10 Mb each.
- You can just share one file (instead of a folder) if you prefer to.
- By now we are accepting this files:
- web pages (html)
- documents (pdf, docx, odt, gdoc, txt, rtf, epub)
- spreadsheets (xlsx, ods, gsheet, csv)
- presentations (pptx, odp, gslides)
- images (jpeg, png, svg, tiff, gdraw)
- The information must be in the supported languages.
Sharing the data
Grant viewer permissions for the folder to us
Our user is googledrive@myreport-2022.iam.gserviceaccount.com , please follow this help guide to add viewer sharing permissions to us. For safety we do not recommend using general permisions for ‘anyone with the sharing link’, but restrict them just to our specific user. When the permissions are granted, just copy the shared link. We highly encourage you to remember removing the permissions when the report is ready to your entire satisfaction.
Using your data
Time to create the report
The copied shared link will be entered into the MyReport interface after the report generation request is completed.
And now you can get a fantastic report from your documents, which will be selected and filtered for you, choosing the most relevant information for the purpose of the report.
Your data is safe
We do not copy or store anything
- The files will be read exclusively during the report generation.
- All the information is solely used for the report generation purposes.
- The files will NOT be stored anywhere, human readed or used for any AI training.
- The access to our platform is secured with your authentication user.
- All the communications are encrypted following the best industry standards.
