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Your files hold policies, client records, templates and the history behind every decision. Connect your file stores and Hive indexes them into its knowledge base — respecting who can see what — so Ask can answer from them and cite the exact document.
Every change to a file is prepared by Hive and waits for human approval.

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How file sync works

Google Drive, OneDrive, SharePoint Online and Dropbox sync into Hive’s knowledge base:
  • The first run is a full scan; after that Hive syncs only what changed, on its hourly loop.
  • Permissions come with the files. Each document keeps its access list, so Ask only answers a person from files that person can open.
  • Deleted files are removed. When a file is deleted at the source, Hive marks it deleted and stops using it.
In Ask, choose the Business Brain tool and the Client files or Policies & templates scope to search your documents. See Tools and modes.

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Google Drive

Connect: OAuth. Files sync into the knowledge base with their permissions. Actions with approval: copy, create a folder, move, rename, trash and restore.

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Google Docs

Connect: OAuth. Hive reads: document search and content. Actions with approval: create a document, append text, insert text, find and replace.

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Google Sheets

Connect: OAuth. Hive reads: bounded cell ranges. Actions with approval: create a spreadsheet, add or delete a sheet, append rows, replace or clear a range.

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Microsoft Word

Connect: OAuth. Hive reads: document discovery and content. Actions with approval: create a document, append a paragraph.

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Microsoft Excel

Connect: OAuth. Hive reads: worksheets, ranges and tables. Actions with approval: create a workbook, add or delete a worksheet, append rows, replace or clear a range.

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OneDrive

Connect: OAuth. Files sync into the knowledge base with their permissions. Actions with approval: copy, create a folder, move, rename, recycle and restore.

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SharePoint Online

Connect: OAuth. Files in the SharePoint document libraries the connection can reach sync into the knowledge base with their permissions. Actions with approval: create, update and delete SharePoint list items.

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Dropbox

Connect: OAuth. Files sync into the knowledge base with their permissions. Actions with approval: create a folder, move, trash.

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Files you create in Hive

Documents that Hive creates itself — PDFs from a workflow’s Create PDF step, images from Generate image, and Word, PowerPoint or Excel files from Ask — are saved to your Hive Library. See Library. From Ask’s document editor, Save to drive can also put a document into a folder in Google Docs or OneDrive; like every other file change, it waits for approval.

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Ideas

  • “What does our engagement letter template say about fee increases?” — answered from your Drive, with the document cited.
  • A workflow that appends each new client from a form to a tracking spreadsheet.
  • Ask Hive to draft a board summary as a Word document from last quarter’s files.

Business Brain

How Hive builds its shared memory.

Data protection

How your data is protected.