What if AEs, CSMS, or other members of the revenue team were able to get relevant GDrive documents in Dooly without having to search for them?
If you’re an Admin or Playbook Curator in Dooly you can use the attachments feature to create Playbook cards out of Google Drive content.
How to connect your Google Drive
Click on your avatar, select "Settings", then select "Integrations"
Under Content, click to enable the Google Drive integration
Authorize Dooly with your Google account
You now have integrated Dooly with Google Drive
How to attach a Google Drive document to a Dooly card
Click on "Notes" then "Playbooks" in the navigation
Select the playbook card or create a new card
In the body of your playbook cad, use the "/" command and select "Attachment"
Search for your Google Drive document to attach it to your playbook card
Have your Google Drive content delivered to the team via easy-to-read cards and attachments!
Explore more tips for creating more actionable sales playbooks with Dooly.