Use cases → Documents and Drive
Distribute company policy documents via delegated automation
Push policy updates to every employee Drive with a delegated service account, recording who received and acknowledged each version.
| Who it is for | IT or HR teams responsible for compliance and policy communication across the organisation. |
|---|---|
| APIs | Drive API, Sheets API |
| Typical scopes | drive, spreadsheets |
The problem
Policy updates must reach every employee, with proof of distribution and acknowledgement. Emailing links is unreliable, and tracking access manually doesn't scale or prove delivery.
How it works
- Store the policy document in a controlled Drive folder.
- Use a delegated service account to create a copy for each target user.
- Share the copy directly to the user with view or comment access.
- Log distribution events and acknowledgements in a central Sheet.
What changes
Every employee receives the latest policy document in their Drive, and audit records show distribution and acknowledgement status.
Questions people ask
Can I update a distributed document after sharing?
Not directly. If you update the master, you'll need to re-copy and re-share to ensure everyone gets the new version.
How do I confirm users actually see the policy?
Require each user to mark acknowledgement, and record this in your tracking sheet. Viewing permissions alone don't guarantee the document was read.
Want this built?
This is a pattern we run in production. We will set up the delegation and build this on top of it — $500 per hour, most of it working the same day.
Talk to us Or read the setup guideRelated use cases
Automate and track onboarding with shared checklists
Create, assign, and monitor onboarding checklists for every new joiner using Drive and Sheets, so nothing gets missed and progress is visible.
Track company policy acknowledgments at scale in Workspace
Automate sending, collecting, and recording policy acknowledgments using delegated access and Drive-linked Sheets.
Enforce storage quotas on shared drives with automation
Automate monitoring and enforcement of shared drive quotas to avoid overages and operational surprises.