Document & File Management Tools

Rilo provides comprehensive document and file management tools for creating, editing, storing, and collaborating on documents and files across multiple platforms. These tools enable automated document workflows, file organization, and cloud storage management.

Available Tools

Google Workspace

Google Docs - Cloud-based word processor with real-time collaboration
Google Sheets - Cloud-based spreadsheet with formulas and data visualization
Google Drive - Cloud storage with file sharing and collaboration
Google Calendar - Time management and scheduling
Google Slides - Cloud-based presentation editor
Google Tasks - Simple task management
Google Maps - Location and mapping integration
Google Classroom - Educational management platform

Cloud Storage

Dropbox - Cloud storage and collaboration
OneDrive - Microsoft cloud storage
Box - Cloud content management
SharePoint - Document management and collaboration

Other Tools

Excel - Microsoft spreadsheet application
Dropbox Sign - Electronic signature and document workflow
Formsite - Online form and survey creation
Jotform - Online form builder
SurveyMonkey - Online survey creation and analysis
Tally - Easy form building platform

Google Docs

Cloud-based word processor with real-time collaboration, version history, and Google Workspace integration.

Authentication

Requires authentication with googledocs integration.

Available Functions

Google Docs provides 33 functions for document creation and editing:

Function	Description
`create_document`	Create a new Google Doc with a title and optional initial text content. Returns document ID for subsequent operations.
`create_document_markdown`	Create a new document initialized from Markdown content. Automatically converts headings, lists, bold, italic, and links.
`copy_document`	Create a copy of an existing document. Useful for template-based document generation. Returns new document ID.
`get_document_by_id`	Retrieve complete document content and structure by document ID. Returns all text, formatting, and element positions.
`search_documents`	Search for documents by name or content. Returns matching document IDs and titles.
`insert_text_action`	Insert text at a specific position in the document. Position is specified by character index.
`delete_content_range`	Delete content between two positions. Specify start and end character indices.
`replace_all_text`	Find and replace all occurrences of text in the document. Supports case-sensitive matching.
`create_header`	Add a header section to the document. Headers appear on every page.
`create_footer`	Add a footer section to the document. Footers appear on every page.
`delete_header`	Remove the header section from the document.
`delete_footer`	Remove the footer section from the document.
`create_footnote`	Add a footnote at a specific location. Creates numbered reference in text with note at page bottom.
`insert_page_break`	Insert a page break at the specified position. Forces content after break to next page.
`insert_table_action`	Insert a table with specified rows and columns at a position. Returns table element ID for further editing.
`delete_table`	Remove a table from the document by its element ID.
`insert_table_column`	Add a column to an existing table. Specify table ID and column position.
`delete_table_row`	Remove a row from an existing table. Specify table ID and row index.
`unmerge_table_cells`	Unmerge previously merged cells in a table.
`insert_inline_image`	Insert an image at a specific position. Image must be accessible via URL. Supports sizing.
`replace_image`	Replace an existing image with a new one. Maintains position and size settings.
`update_document_markdown`	Update entire document content from Markdown. Replaces existing content.
`update_document_section_markdown`	Update a specific named section with Markdown content. Preserves other sections.
`create_paragraph_bullets`	Add bullet formatting to specified paragraphs. Choose from various bullet styles.
`delete_paragraph_bullets`	Remove bullet formatting from paragraphs. Converts to regular paragraphs.
`update_document_style`	Update document-wide styles like default font, margins, and spacing.
`update_table_row_style`	Update styling for a specific table row including background color and height.
`create_named_range`	Assign a name to a specific range in the document. Useful for bookmarking sections for later updates.

Available Triggers

Google Docs supports app event triggers:

Trigger Slug	Description
`GOOGLEDOCS_DOCUMENT_CREATED`	Triggered when a new document is created.
`GOOGLEDOCS_DOCUMENT_UPDATED`	Triggered when a document is updated.

Use get_tools_trigger_actions to discover all available triggers for Google Docs.

Google Sheets

Cloud-based spreadsheet application with real-time collaboration, formulas, and data visualization.

Authentication

Requires authentication with googlesheets integration.

Available Functions

Google Sheets provides 35 functions for spreadsheet management:

Function	Description
`create_google_spreadsheet`	Create a new spreadsheet with a title. Returns spreadsheet ID for subsequent operations.
`get_spreadsheet_info`	Get metadata about a spreadsheet including sheets, named ranges, and properties.
`batch_get_values`	Read values from multiple ranges in a single request. More efficient than multiple individual reads.
`batch_update_values`	Write values to multiple ranges in a single request. Dramatically faster than individual writes.
`get_sheet_values`	Read all values from a specific sheet. Returns 2D array of cell values.
`update_sheet_values`	Write values to a specific range. Accepts 2D array of values to write.
`append_values`	Append rows to the end of existing data. Automatically finds the last row.
`clear_values`	Clear values from a range without deleting cells. Preserves formatting.
`add_sheet`	Add a new sheet to an existing spreadsheet. Specify sheet name and optional properties.
`delete_sheet`	Remove a sheet from a spreadsheet. All data in the sheet is permanently deleted.
`copy_sheet`	Copy a sheet to another spreadsheet. Useful for templating and data distribution.
`get_named_ranges`	List all named ranges in a spreadsheet. Named ranges simplify formula references.
`create_named_range`	Create a named range for easier reference. Named ranges work across formulas and API calls.
`update_named_range`	Modify an existing named range’s reference or properties.
`delete_named_range`	Remove a named range definition. Does not delete the underlying data.
`format_cells`	Apply formatting to a range including fonts, colors, borders, and alignment.
`auto_resize_columns`	Automatically resize columns to fit content. Improves readability.
`set_data_validation`	Add data validation rules to cells. Create dropdowns, restrict values, or add custom formulas.
`add_conditional_formatting`	Apply conditional formatting rules. Highlight cells based on values or formulas.
`create_chart`	Create a chart from data range. Supports various chart types including bar, line, and pie.
`update_chart`	Modify existing chart properties, data range, or type.
`delete_chart`	Remove a chart from the spreadsheet.
`protect_range`	Protect a range from editing. Set editors or warning-only protection.
`sort_range`	Sort data within a range by one or more columns. Specify ascending or descending order.
`create_filter`	Add a filter to a range. Enables filtering and sorting via the Sheets UI.
`update_filter`	Modify filter criteria programmatically.

Available Triggers

Google Sheets supports app event triggers:

Trigger Slug	Description
`GOOGLESHEETS_SPREADSHEET_CREATED`	Triggered when a new spreadsheet is created.
`GOOGLESHEETS_SPREADSHEET_UPDATED`	Triggered when a spreadsheet is updated.

Use get_tools_trigger_actions to discover all available triggers for Google Sheets.

Google Drive

Cloud storage solution for uploading, sharing, and collaborating on files across devices with robust search and offline access.

Authentication

Requires authentication with googledrive integration.

Available Functions

Google Drive provides 50+ functions for file management:

Function	Description
`create_file`	Create a new file or folder with metadata. Specify name, MIME type, parent folders, and other properties. Returns file ID.
`create_file_from_text`	Create a file from text content. Useful for creating documents, text files, or code files programmatically.
`create_folder`	Create a folder in Google Drive. Optionally specify parent folder for nested organization.
`upload_file`	Upload a file to Google Drive with content and metadata.
`download_file`	Download a file from Google Drive. Optionally specify MIME type for export format conversion.
`edit_file`	Update an existing file’s content. Specify file ID, new content, and MIME type.
`find_file`	Search for files using query syntax. Filter by name, type, parent folder, modified date, and more. Supports pagination.
`find_folder`	Find folders by name or criteria. Search by full text, exact name, parent folder, starred status, and modification date.
`get_file_metadata`	Get complete file metadata by ID including name, size, MIME type, permissions, and timestamps.
`copy_file`	Duplicate a file in Google Drive. Optionally specify new title for the copy.
`delete_file`	Move a file to trash. File can be restored within 30 days before permanent deletion.
`empty_trash`	Permanently delete all files in trash. Cannot be undone.
`add_file_sharing_preference`	Modify sharing permissions for a file. Set role (reader, writer, commenter) and type (user, group, domain, anyone).
`delete_permission`	Remove a specific permission from a file. Requires permission ID.
`get_permission`	Get details of a specific permission by ID. Returns role, type, and grantee information.
`create_shortcut_to_file`	Create a shortcut to a file or folder. Shortcuts reference the original file without duplicating content.
`create_drive`	Create a new shared drive for team collaboration. Specify name and optional theme settings.
`get_drive`	Get shared drive information by ID. Returns name, theme, and capabilities.
`delete_drive`	Delete a shared drive. Optionally force deletion of all items within the drive.
`create_comment`	Create a comment on a file. Supports anchored comments on specific content ranges.
`get_comment`	Retrieve a comment by ID. Returns comment content, author, and timestamp.
`delete_comment`	Delete a comment from a file. Requires comment ID.
`create_reply`	Reply to an existing comment. Supports @mentions and quoted text.
`get_reply`	Get a specific reply to a comment by ID.
`delete_reply`	Delete a reply from a comment thread.
`get_revision`	Get metadata for a specific file revision. Includes modification time and user.
`get_about`	Get user and Drive information including storage quota, capabilities, and app-specific data.
`get_changes_start_page_token`	Get starting page token for tracking changes. Use for incremental synchronization.
`generate_ids`	Generate file IDs for create or copy requests. Useful for batch operations.
`files_modify_labels`	Modify labels on a file for organization and categorization.

Available Triggers

Google Drive supports app event triggers:

Trigger Slug	Description
`GOOGLEDRIVE_FILE_CREATED`	Triggered when a new file is created in Google Drive.
`GOOGLEDRIVE_FILE_UPDATED`	Triggered when a file is updated in Google Drive.
`GOOGLEDRIVE_FILE_DELETED`	Triggered when a file is deleted from Google Drive.

Use get_tools_trigger_actions to discover all available triggers for Google Drive.

Google Calendar

Cloud-based calendar with scheduling, event management, and Google Workspace integration.

Authentication

Requires authentication with googlecalendar integration.

Available Functions

Google Calendar provides 25 functions for calendar management:

Function	Description
`create_event`	Create a new calendar event with title, time, attendees, and description. Returns event ID for updates. Supports Google Meet integration.
`get_event`	Retrieve complete event details by event ID including attendees, recurrence, and attachments.
`update_event`	Modify an existing event’s properties. Can update time, title, attendees, or any other field.
`delete_event`	Remove an event from the calendar. Sends cancellation notices to attendees.
`list_events`	List events within a time range. Supports filtering by calendar, search terms, and ordering.
`quick_add_event`	Create an event from natural language text like “Meeting with John tomorrow at 3pm”.
`move_event`	Move an event from one calendar to another. Preserves event details and attendees.
`create_calendar`	Create a new secondary calendar. Useful for separating different types of events.
`get_calendar`	Get calendar metadata including name, timezone, and sharing settings.
`update_calendar`	Modify calendar properties like name, description, or timezone.
`delete_calendar`	Delete a secondary calendar. Primary calendar cannot be deleted.
`list_calendars`	List all calendars the user has access to including shared calendars.
`get_freebusy`	Query free/busy information for one or more calendars. Useful for finding available time slots.
`add_attendee`	Add an attendee to an existing event. Sends invitation notification.
`remove_attendee`	Remove an attendee from an event. Sends update notification.
`set_event_reminder`	Add or update reminders for an event. Choose email or popup notification type.
`create_recurring_event`	Create an event that repeats on a schedule. Supports daily, weekly, monthly, and custom patterns.
`get_event_instances`	Get individual occurrences of a recurring event within a time range.
`update_event_instance`	Modify a single occurrence of a recurring event without affecting others.
`watch_events`	Set up push notifications for calendar changes. Receive updates when events are created or modified.
`stop_watching`	Stop receiving push notifications for a watch subscription.
`import_event`	Import an event from iCalendar format. Useful for migrating events from other systems.

Available Triggers

Google Calendar supports app event triggers:

Trigger Slug	Description
`GOOGLECALENDAR_EVENT_CREATED`	Triggered when a new calendar event is created.
`GOOGLECALENDAR_EVENT_UPDATED`	Triggered when a calendar event is updated.
`GOOGLECALENDAR_EVENT_DELETED`	Triggered when a calendar event is deleted.

Use get_tools_trigger_actions to discover all available triggers for Google Calendar.

Dropbox

Cloud storage and collaboration platform with file syncing, sharing, version control, and cross-device access.

Authentication

Requires authentication with dropbox integration.

Available Functions

Dropbox provides functions for file management, sharing, and collaboration:

Function	Description
`upload_file`	Upload a file to Dropbox. Supports large files and automatic conflict resolution.
`download_file`	Download a file from Dropbox. Returns file content for processing.
`list_files`	List files and folders in a directory. Supports pagination and filtering.
`create_folder`	Create a new folder in Dropbox.
`delete_file`	Delete a file or folder from Dropbox.
`move_file`	Move a file or folder to a new location.
`copy_file`	Copy a file or folder to a new location.
`share_file`	Share a file or folder with specific users or create a shareable link.
`get_file_metadata`	Get metadata about a file including size, modified date, and sharing settings.

Available Triggers

Dropbox supports app event triggers:

Trigger Slug	Description
`DROPBOX_FILE_CREATED`	Triggered when a new file is created in Dropbox.
`DROPBOX_FILE_UPDATED`	Triggered when a file is updated in Dropbox.

Use get_tools_trigger_actions to discover all available triggers for Dropbox.

OneDrive

Microsoft cloud storage and collaboration platform with file syncing, sharing, and enterprise-grade security.

Authentication

Requires authentication with onedrive integration.

Available Functions

OneDrive provides functions for file management and collaboration:

Function	Description
`upload_file`	Upload a file to OneDrive.
`download_file`	Download a file from OneDrive.
`list_files`	List files and folders in a directory.
`create_folder`	Create a new folder in OneDrive.
`delete_file`	Delete a file or folder from OneDrive.
`move_file`	Move a file or folder to a new location.
`copy_file`	Copy a file or folder to a new location.
`share_file`	Share a file or folder with specific users.
`get_file_metadata`	Get metadata about a file.

Available Triggers

OneDrive supports app event triggers:

Trigger Slug	Description
`ONEDRIVE_FILE_CREATED`	Triggered when a new file is created in OneDrive.
`ONEDRIVE_FILE_UPDATED`	Triggered when a file is updated in OneDrive.

Use get_tools_trigger_actions to discover all available triggers for OneDrive.

Box

Cloud content management and file sharing platform with secure file storage, collaboration, workflow automation, and access controls.

Authentication

Requires authentication with box integration.

Available Functions

Box provides functions for content management and collaboration:

Function	Description
`upload_file`	Upload a file to Box.
`download_file`	Download a file from Box.
`list_files`	List files and folders in a directory.
`create_folder`	Create a new folder in Box.
`delete_file`	Delete a file or folder from Box.
`move_file`	Move a file or folder to a new location.
`copy_file`	Copy a file or folder to a new location.
`share_file`	Share a file or folder with specific users.
`get_file_metadata`	Get metadata about a file.

Available Triggers

Box supports app event triggers:

Trigger Slug	Description
`BOX_FILE_CREATED`	Triggered when a new file is created in Box.
`BOX_FILE_UPDATED`	Triggered when a file is updated in Box.

Use get_tools_trigger_actions to discover all available triggers for Box.

Using Document Tools in Workflows

Example: Automated Document Generation

"Create a Google Doc from a template, populate it with data from a Google Sheet, and save it to Google Drive"

The workflow will:

Use Google Sheets to read data
Use Google Docs to create and populate document
Use Google Drive to save the document

Example: File Monitoring Workflow

"Start workflow when a new file is uploaded to Google Drive in the 'Reports' folder"

The workflow will:

Use Google Drive trigger GOOGLEDRIVE_FILE_CREATED with folder filter
Process the new file automatically
Execute workflow steps

Best Practices

Document IDs

Always use document IDs (not names) for operations:

Extract ID from URL: /d/ID/edit
Use search_documents() to find ID by name
Document IDs are 30-60 character alphanumeric strings

Batch Operations

Use batch operations for efficiency:

batch_update_values for multiple cell updates
batch_get_values for multiple range reads
Process multiple files in parallel

File Organization

Organize files with folders:

Create folder structure in Google Drive
Use parent folder IDs for organization
Set up folder-based triggers

Limitations

Google Docs: Cannot directly access documents by folder (need document ID)
Google Sheets: Cannot exceed 10 million cells per spreadsheet
All Tools: Cannot access files without proper sharing permissions
All Tools: Subject to service rate limits and API quotas

Each document tool integration connects to a single authenticated account. To use multiple accounts, create separate workflows.

​Available Tools

​Google Workspace

​Cloud Storage

​Other Tools

​Google Docs

​Authentication

​Available Functions

​Available Triggers

​Google Sheets

​Authentication

​Available Functions

​Available Triggers

​Google Drive

​Authentication

​Available Functions

​Available Triggers

​Google Calendar

​Authentication

​Available Functions

​Available Triggers

​Dropbox

​Authentication

​Available Functions

​Available Triggers

​OneDrive

​Authentication

​Available Functions

​Available Triggers

​Box

​Authentication

​Available Functions

​Available Triggers

​Using Document Tools in Workflows

​Example: Automated Document Generation

​Example: File Monitoring Workflow

​Best Practices

​Limitations

Available Tools

Google Workspace

Cloud Storage

Other Tools

Google Docs

Authentication

Available Functions

Available Triggers

Google Sheets

Authentication

Available Functions

Available Triggers

Google Drive

Authentication

Available Functions

Available Triggers

Google Calendar

Authentication

Available Functions

Available Triggers

Dropbox

Authentication

Available Functions

Available Triggers

OneDrive

Authentication

Available Functions

Available Triggers

Box

Authentication

Available Functions

Available Triggers

Using Document Tools in Workflows

Example: Automated Document Generation

Example: File Monitoring Workflow

Best Practices

Limitations