Search Zoho WorkDriveteam folders in your AI knowledge base.

The plan is that the Zoho WorkDrive team folders you release — quotes, contracts, minutes and scans — come into the knowledge base, connected rather than uploaded. The plan is read-only access; nothing in WorkDrive is changed.

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Zoho WorkDrive

One click · included in the setup

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 is designed

The plan is to 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. Whether your plan and your role in the team allow this, or whether an administrator needs to consent, we check with you in advance — as well as which data centre your Zoho account is hosted in.

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

Set-upThe connection is made with a click via your Zoho account and is included in the setup. Which team folders are read and whether files from individual employees’ personal folders are included, we discuss in advance — ideally together with the person who manages Zoho at your company.

Documents

Which documents may be stored in 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

Examples of questions to 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

The connection is made in one click via the account and is included in the setup. Every source comes with its own logins, permissions and folder logic — we check the prerequisites at your company together beforehand.

Until then, and independently of it, you can upload files, whole folders, emails, photos and voice memos. Before we start, we go through real questions with you to see how the answers look.

Preliminary check

What we check in advance

In advance, 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. Whether your Zoho account is hosted in the European or another data centre, we check as well. The plan is 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 a separate question that 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. The plan is to search 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 taken along as an attribute. Before we start, 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 setup. A new team folder is not covered by it and is added if needed. New and changed files in the selected folders should be 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 no prices. Is that possible?

The plan is to handle this 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. Which roles you need, we define together before we start.

Industries

Typical for these industries

Request a demo — and clarify how Zoho WorkDrive fits in

In thirty minutes by video we show what answers with sources look like, and clarify whether and how Zoho WorkDrive can be connected at your company.