Embed and edit live Google Docs & Sheets within Pronnel so your team can collaborate in context. This guide covers adding the app, linking files, and managing permissions.

Steps To Follow

Step 1: Access App Integration in Pronnel

Access App Integration section in Pronnel dashboard

Log into your Pronnel account and navigate to the main dashboard. Look for the "Apps" section in the left sidebar or top navigation menu. Click on it to access the app integration marketplace where you can connect various third-party services including Google Docs & Sheets.

Step 2: Connect Google Docs & Sheets Account

In the app integration section, find and click on the Google Docs & Sheets integration card. Click it to start the integration process. Use the private or shared instance to connect your Google Docs & Sheets account to Pronnel.

Step 3: How to get the shareable URL of a Google Doc or Sheet

To get the shareable URL of a Google Doc or Sheet, you can click on the three-dot menu on the document or sheet and select "Share". Then, copy the shareable URL and paste it into the Pronnel integration.

Step 4: Configure Google Docs & Sheets in view

After successful creation of instance, create new view and add Google Docs & Sheets app by clicking on +View and select Google Docs & Sheets from Apps. Here, you can select which Google Docs & Sheets you want to integrate with your Pronnel boards add link to the document or sheet. Choose the documents or sheets that are relevant to your current projects. You can also configure which document or sheet events (document updates, new comments, document approvals) you want to track and sync with your Pronnel workflow.

Step 5: Configure Google Docs & Sheets in item

Configure the URL of the Google Docs & Sheets document or sheet you want to integrate with your Pronnel item. You can also create a new instance of Google Docs & Sheets and connect it to Pronnel item.

Step 6: Configure Google Docs & Sheets in Dashboard

Configure the URL of the Google Docs & Sheets document or sheet you want to integrate with your Pronnel dashboard. You can also create a new instance of Google Docs & Sheets and connect it to Pronnel dashboard.

Conclusion

Google Docs & Sheets integration with Pronnel creates a powerful bridge between your document and project management workflows. By following this guide, you can seamlessly connect your documents and sheets, track document reviews, and automate routine document tasks.
The integration allows you to maintain visibility into your document progress directly from your Pronnel boards, ensuring that project managers and documenters stay aligned. With automated workflows, you can reduce manual updates and focus on what matters most - creating great documents.
Remember to regularly review and update your integration settings as your projects evolve. For additional support, visit Pronnel Support or check out our YouTube channel for more integration tutorials.

Start Integrating Google Docs & Sheets with Pronnel

Frequently Asked Questions About Google Docs & Sheets Integration with Pronnel

Do embedded files trigger automations?

No. The integration is read/edit only inside Pronnel. It does not trigger Pronnel automations.

Are files stored in Pronnel?

No. Files remain in Google Drive. Pronnel embeds the live document or sheet.

How is access controlled?

By Google Drive permissions. Users must have access in Google to view or edit within Pronnel.