Connect your Google account to Cloze and you will automatically see your Drive files in the Person, Company or Project (or Deal) tab called Files.
Cloze will automatically match by file name, folder name, or by a mention in the file’s content to Person, Company or Project (or Deal) if the Google Drive document note includes:
- the First Name and Last Name of a person
- a Company name
- a Project or Deal name (Note: project or deal names must be two words or longer)
Any of these can be included in the Google Drive file subject, body or folder and Cloze will automatically link them to the appropriate person, company, project or deal. You can work directly in Google Docs, Google Sheets, Google Slides, and Google Forms and they will be linked on your next Cloze sync.