Bring the exact Google Drive files a deal needs straight into your Deal Room, and keep them current automatically. You do not need admin access. You can sync into any Deal Room you have access to, and what you sync there lives in that Deal Room.
ℹ️ Before you start: Two things must be true. Your admin has turned on the Google Drive integration for your company, and you have connected your own Google Drive account to Spekit. To connect your account, see Connect Your Google Drive Account. If you do not see the Spekit buttons in your Google files, ask your admin whether the integration is on.
1. Two ways to sync into a Deal Room
You can start from the Google file itself, or from inside your Deal Room. Both pull the file in and keep it synced. Use whichever is faster for you in the moment.
2. Sync from an open Google file
- Open the Google Drive file you want to sync.
- In the toolbar, click Add to Deal Room.
- Select an existing Deal Room, or create a new one.
- Confirm to sync the file into that Deal Room.
3. Sync from inside your Deal Room
- Open the Deal Room you want to add content to.
- Click the Add New button at the top, or click + Content near the sections on the left (the + icon, then Content).
- Click Sync Files. The Sync Files pop-up opens.
- Browse or search your Google Drive, and select the files you want.
- Confirm to sync them into the Deal Room.
4. The Spekit buttons in Google Drive
When Google Drive is connected, two Spekit buttons appear side by side in the toolbar of an open Google file:
| Button | What it does | Who uses it |
|---|---|---|
| Add to Deal Room | Adds the file to a specific Deal Room, for one deal. | Any user with a Deal Room. This is the one you want for your deals. |
| Add to Spekit | Adds the file to shared Team Hub Topics, for the whole team. | Account Admins, Team Admins, and Experts only. |
ℹ️ Which one do I use? For your own deals, use Add to Deal Room. Add to Spekit is for governed, team-wide content and is limited to Admins and Experts.
5. Best practices
| Best practice | Why it matters |
|---|---|
| Sync living content, not one-offs | Sync decks, pricing, and templates that change over time, so the deal always has the current version. Upload one-off items like a signed order form instead. |
| Sync from a Shared Drive or My Drive | Files in "Shared with me" and Google shortcuts will not sync. If a file lives in someone else's space, ask them to move it to a shared drive first. |
| Set sharing so buyers can open it | For files you share with a buyer, set "Anyone with the link can view" in Google Drive, and allow "download and copy" so you can customize. Otherwise the buyer hits a "Request Access" wall. |
| Test external access before you send | Open the Spekit link in an incognito window. If you can view it there, so can your buyer. |
| Force Sync before a big call | Instead of waiting a few hours for the automatic refresh, use Force Sync on the file to push the latest version live right away. |