Search Zoho WorkDrive team folders in your AI knowledge base.

The Zoho WorkDrive team folders you select – quotes, contracts, minutes and scans – come into the knowledge base, connected rather than uploaded. Access is read-only; nothing in WorkDrive is changed.

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Zoho WorkDrive

One click · included in the set-up

Example question

“Which maintenance intervals are set out in the service contract for the heating system at the Am Anger care home?”

1 Answer with source

Connection

How the connection works

You grant permission via Zoho itself: you sign in with your Zoho account and choose the team folders to be read. Access is read-only and limited to your selection; nothing in WorkDrive is changed. Depending on your plan and your role in the team, an administrator consents to this once. Before we start, we also check which data centre your Zoho account is hosted in.

Once set up, synchronisation runs automatically: new and changed documents from Zoho WorkDrive are added without anyone having to upload anything.

Set-upOne click, included in the set-up: you connect via your Zoho account, subject to admin consent in your account. We discuss in advance which team folders are read and whether files from individual employees’ personal folders are included – ideally together with the person who manages Zoho at your company.

Documents

Typical content: Zoho WorkDrive

Team folders per department or customer – customer service, installation, office – that belong to the team and not to a single account
Service contracts, maintenance logs and inspection reports as PDF, year after year in the same subfolder
Quotes and calculations, partly as Office files, partly as documents or spreadsheets created directly in Zoho
Data sheets, installation and operating manuals from manufacturers that were downloaded and filed once
Photos of systems, rating plates and damage, uploaded from the phone to the customer folder
Scanned delivery notes, acceptance reports and signed order confirmations

Example questions

Questions you might ask your documents

“Which maintenance intervals are set out in the service contract for the heating system at the Am Anger care home?”
1 Answer with source
“Which quote did we send the Haider family for replacing the heat pump, and which version applies?”
2 Answer with source
“What does the commissioning report for the refrigeration system at the Pichler bakery say about the refrigerant?”
3 Answer with source

Start

Before a connection is set up

You connect it in one click via your account, and it is included in the set-up, subject to admin consent in your account. Together we agree which folders and areas to include.

You can also upload files, whole folders, emails, photos and voice notes at any time. In the demo you see the answers using sample documents from your industry; you check them against your own documents in the first weeks after go-live.

Preliminary check

What we check in advance

Before we start, we look at the format your documents are in: documents and spreadsheets from Zoho Writer or Zoho Sheet are not ordinary files and may need an export, which we plan for. We clarify what is only in individual accounts’ personal folders, because that is tied to the account and not to the team. We also check whether your Zoho account is hosted in an EU data centre or elsewhere. junova reads the current version of a file; comments and version history are not included.

FAQ

Frequently asked questions about this connection

We also use Zoho for customer management and accounting. Does that come along straight away?

This page covers the team folders and files in WorkDrive. Data from other Zoho applications are records, not documents – whether and how they come in is something we discuss separately. Whatever sits as a file in a selected team folder, such as a filed quote or a contract, is part of the selection.

Our team folders are organised by customer, but not consistently. Is that a problem?

Usually not. junova searches the content: the text of the service contract, the scanned report, the data sheet. Where a folder name says something useful – customer name, system, year – it is kept as an attribute. In the first weeks after go-live, we go through real questions with you to see how the answers look with your documents.

What happens if we create a new team folder or dissolve one?

The selection refers to the team folders chosen during set-up. A new team folder is not covered by it and is added if needed. New and changed files in the selected folders are picked up automatically by the ongoing sync. Ideally tell us about larger restructuring beforehand, and we will adjust the selection.

The technicians should see manuals and logs, but not prices. Is that possible?

Yes, via document types and roles in junova: data sheets, manuals and maintenance logs for everyone in customer service; quotes, calculations and payroll records only for the roles that deal with them. Memberships in the team folders are not copied one to one and remain untouched. Before we start, we agree with you which roles you need.

Industries

Typical for these industries

Request a demo – with examples for Zoho WorkDrive

In a 30-minute video call, we use sample documents to show what answers with sources look like. After go-live, you connect Zoho WorkDrive in one click via your account.