Google connection

Workspace access

Mode

Local mock

local
OAuth setup

Client ID or secret is missing

Local only
Account

No Google account connected yet

Not connected
Connect GoogleDiagnostics

Local mode lets the alpha generate documents without touching Google. Real mode will use copied test templates in your Google Drive and can index supported document text during portfolio sync.

Requested scopes include read-only Drive content access so Search and Assistant can index snippets from the selected Drive root. Calendar and Gmail metadata diagnostics are optional and disabled by default.

https://www.googleapis.com/auth/drive.filehttps://www.googleapis.com/auth/drive.metadata.readonlyhttps://www.googleapis.com/auth/drive.readonlyhttps://www.googleapis.com/auth/documentshttps://www.googleapis.com/auth/spreadsheets.readonlyhttps://www.googleapis.com/auth/userinfo.email

Optional diagnostics

Calendar summaries and Gmail headers only. Email bodies are not requested.

Calendar

Reconnect Google to approve optional diagnostics access.

Gmail metadata

Reconnect Google to approve optional diagnostics access.

Portfolio index sync

Master spreadsheet

Not configured

Rentals
Drive root folder

Not configured

Drive root
Source setup

No source setup saved yet

missing
Spreadsheet index

Never synced

missing
Drive metadata index

Never synced

missing

Choose master spreadsheet

Example Property Group Master Spreadsheet

Jun 17, 2026, 12:00 PM

Choose Drive root folder

Example Property Group Drive Root

Jun 17, 2026, 12:10 PM

Archive Folder

May 1, 2026, 12:00 PM

Sync reads the master spreadsheet, Drive metadata, and short text extracts from supported Google Docs and plain text files. It does not duplicate files.

To enable sync, set real Google mode, connect an account, and configure spreadsheet and Drive root IDs.

Core property columns

Property, tenant, lease, owner, and status fields.

Property addressRequired
Property AddressAddressProperty
Current tenant(s)Optional
Current Tenant(s)Current TenantsTenantTenant Name
Rent amountOptional
Rent AmountRent
Lease startOptional
Lease StartLease Start Date
Lease endOptional
Lease EndLease End DateLease Expiration
Tenant phoneOptional
Tenant PhonePhone
Tenant emailOptional
Tenant EmailEmail
Tenant birthday(s)Optional
Tenant BirthdaysTenant BirthdayTenant Birthday(s)BirthdaysBirthday
PetsOptional
Pets
OwnerOptional
Owner
Broker splitOptional
Broker SplitSplit
Tenant notesOptional
Tenant NotesNotes
StatusOptional
StatusProperty Status

Optional property profile columns

House reference details for filters, warranties, utilities, and access.

Appliance infoOptional
Appliance InfoAppliance NotesAppliances
Filter sizeOptional
Filter SizeFilterHVAC Filter Size
Home warrantyOptional
Home WarrantyWarrantyWarranty Notes
HOAOptional
HOAHOA InfoHOA Notes
Utility providersOptional
UtilitiesUtility NotesUtility Providers
Access codesOptional
Access CodesAccess Gate CodesCodesGate CodeGarage CodeLockbox Code
More