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Give buyers the right Google Drive files, and take access back when you need to

Crevio checks your orders before it touches your Drive sharing settings. Buyers get access to the templates and folders they paid for, and refunded customers lose it.

Try it with Google DriveAll integrations
Approve the pending access requests on my Notion Budget Template, but only for people who actually bought it.

CrevioDone in Google Drive

Google Drive

Welcome pack: Priya Nair

1:1 Brand Coaching, 6 weeks

Hi Priya, this folder holds everything for our sessions. Add notes to the workbook before each call and I'll comment on them.

Folder "Clients / Priya Nair" created from your template

Brand workbook copied in and filled with her name and start date

Share folder with [email protected] as commenter · waiting for your OK

Jobs Crevio takes off your plate in Google Drive

Ask the way you would ask an assistant. Crevio does the lookups, the writing, and the clicking.

1

Approve access requests from real buyers only

You say

Go through the access requests on my Lightroom Presets folder. Approve buyers, deny everyone else.

Crevio matches every request against your orders, approves the ones with a paid order, and gives you the list of people it declined so you can send them the product page.

2

Set up a client folder with every sale

You say

For each new coaching client this week, make a folder from my client template and share it with them.

Each client gets their own folder with the workbook copied in and their name filled in, shared with their email as a commenter.

3

Remove access after a refund

You say

Anyone I refunded this month, take away their access to the Course Resources folder.

Crevio pulls this month's refunds, finds each customer's permission on the folder, and removes it. You get a short list of who lost access.

4

Write reports straight into Drive

You say

Put a one-page summary of last month's sales in my Reports folder as a Google Doc.

Crevio reads your revenue and top products, writes the summary, and saves it as a new Doc in the folder you named.

5

Answer client comments in their docs

You say

Reply to the open comments my coaching clients left in their workbooks this week.

Crevio finds the unresolved comments across client workbooks, drafts a reply to each with your advice, and resolves them once you approve.

Runs on its own

Any job can become a task that runs on a schedule or the moment something happens.

  1. Trigger

    A customer buys a coaching package

    Create their client folder from your template, copy in the workbook with their name filled in, and share it with them.

  2. Trigger

    A refund is issued

    Remove that customer's access to any Drive folders tied to the product they returned.

  3. Schedule

    Every Monday at 9:00

    Check for new access requests on your paid files and approve the ones from buyers.

Better together

Google Drive does more when Crevio can reach your other tools too.

Google Drive + Google SheetsKeep a sheet of every file you've shared, with whom, and for which order.Google Drive + GmailEmail new clients a link to their Drive folder with a short welcome note.Google Drive + ZoomSave each coaching call recap as a Doc in the client's folder.Google Drive + StripeOnly share paid materials once the payment has cleared.

What Crevio can do in Google Drive

Reading runs on its own. Anything that changes data in Google Drive asks for your approval first, unless you tell Crevio it doesn't need to.

Find and read

  • Search files and folders by name
  • Download files and read their contents
  • See who a file is shared with
  • List shared drives

Create and organize

  • Create folders and upload files
  • Create Google Docs from text or from a template
  • Copy, move, and rename files
  • Move files to trash or delete them

Sharing

  • Share files and folders with a person, group, or link
  • Remove someone's access
  • Approve or deny access requests

Comments

  • Read comments and replies
  • Reply to, resolve, or delete comments

Lots of creators deliver templates, workbooks, and resource folders through Google Drive. It works until it doesn't. Someone forwards the link, access requests pile up from people who never paid, and refunded customers keep their files forever because nobody remembered to remove them.

Crevio fixes the parts that need your store. It knows who bought what, so it can approve access requests from buyers and turn down the rest. It knows who was refunded, so it can remove their access to the folder. You stop checking email addresses against your order list by hand.

A client folder for every sale

If you sell coaching or done-with-you services, Drive is usually where the shared work lives. Crevio can set up a folder for each new client the moment they pay: copied from your template, with their name and start date filled into the workbook, and shared with their email. Later, you can ask it to reply to the comments clients leave in their docs, or to save a call recap into the right folder.

Reading and searching Drive happens automatically. Anything that changes your files or sharing asks for your approval by default, which matters most for deletes and permissions. You can loosen that per action once a routine is working.

What to keep in Drive, and what not to

Crevio doesn't edit existing documents line by line, and it isn't a replacement for Google Sheets when you need to work with rows and formulas. Connect Sheets for that. And if you sell the same file to hundreds of people, a Crevio digital download is easier than sharing a folder with each buyer.

Set up in three steps

  1. 01

    Connect Google Drive

    Sign in to Google Drive from Crevio. It takes a few seconds and you can disconnect any time.

  2. 02

    Ask for what you need

    Describe the job in plain language. Crevio works out which steps it takes and shows you what it did.

  3. 03

    Let it run

    Turn anything you asked for once into a task that repeats on a schedule or runs when something happens.

Questions about Google Drive and Crevio

Crevio has the same access as the Google account you connect, but it only searches for what a task needs, like one folder or files with a certain name. It doesn't scan your whole Drive.

Not line by line. Crevio can create new Docs, fill a template with details like a client's name, comment on a Doc, and replace a file with a new version. For working inside spreadsheets, connect Google Sheets as well.

It works well for templates and client folders. Keep in mind that anyone you share a file with can see it in their own Drive. For downloads you sell to many people, Crevio's own digital downloads are simpler to manage.

Yes. Crevio can find and work with files in shared drives your account belongs to, and create new shared drives on Google Workspace.

No. Connecting apps is included in every plan. The work the AI does draws from your plan's monthly credits, and you can start free without a credit card.

You decide what Crevio may do on its own and what needs your approval, and you can change that per action at any time. Every step it takes is listed in the chat, so you can see exactly what happened.

Open Integrations in your Crevio settings and disconnect it. Crevio loses access straight away.

Put Google Drive to work

Start with this prompt or write your own. Free to start, no credit card.

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