Google Drive
Where Google Drive is set up, a candidate’s Notes have Add notes from Google Drive, and a role has Client brief from Drive and Kickoff notes from Drive. Pick Google Docs, Sheets or PDFs in Google’s picker; OpenATS opens only the files you pick.
Add a file#
Step 1: On a candidate, choose Add notes from Google Drive under Notes.
On a role: Client brief from Drive or Kickoff notes from Drive.
Step 2: Google asks once for permission to open the files you pick. Approve it.
Step 3: Pick one or more Docs, Sheets or PDFs.
On a candidate, each file becomes a note that starts “From Google Drive: {title}”, with a link back. On a role, each file is something the kickoff brief is written from, every line quoted from the document.
Docs are read as text, Sheets as a table (the first sheet), PDFs like resumes. Text addressed to an AI is left out, and the people handling the candidate are told.
When a file changes#
Check Drive for changes offers Refresh from Drive for any file edited since. A changed file is added again as a new version; an unchanged one isn’t read again.
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