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File Management Toolkits

File management toolkits enable your AI agents to create, edit, and manage documents and files across various cloud storage and productivity platforms. These integrations are essential for agents that need to generate reports, create presentations, manage spreadsheets, or organize files.

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Available File Management Toolkits

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Google Workspace

Category: File Management
Setup: OAuth Required (Shared)
Complexity: Medium Comprehensive suite of Google productivity tools with shared OAuth configuration.

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Google Drive

• File Management: Upload, download, and organize files
• Folder Operations: Create and manage folder structures
• Sharing Controls: Manage file permissions and sharing
• Search Capabilities: Find files using advanced search

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Google Docs

• Document Creation: Create and edit text documents
• Content Management: Insert text, images, and formatting
• Collaboration: Real-time editing and commenting
• Export Options: Export to various formats

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Google Sheets

• Spreadsheet Management: Create and edit spreadsheets
• Data Analysis: Perform calculations and data manipulation
• Chart Creation: Generate charts and visualizations
• Formula Support: Use Google Sheets formulas

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Google Slides

• Presentation Creation: Create and edit presentations
• Slide Management: Add, remove, and organize slides
• Content Insertion: Add text, images, and media
• Template Support: Use and create presentation templates

Google Workspace Toolkit

Set up Google Drive, Docs, Sheets, and Slides integration

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Microsoft 365

Category: File Management
Setup: OAuth Required (Shared)
Complexity: Advanced Microsoft Office suite integration with shared Azure app registration.

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Microsoft Excel

• Workbook Management: Create and edit Excel files
• Data Manipulation: Read and write cell data
• Chart Creation: Generate charts and tables
• Formula Support: Use Excel formulas and functions

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Microsoft Word

• Document Creation: Create and edit Word documents
• Content Management: Insert text, tables, and images
• Formatting: Apply styles and formatting
• Export Options: Save in various formats

Microsoft 365 Toolkit

Configure Microsoft Excel and Word integration

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Dropbox

Category: File Management
Setup: OAuth Required
Complexity: Easy Cloud storage and file synchronization platform. Key Features:

• File Upload/Download: Manage files in cloud storage
• Folder Management: Organize files in folders
• Sharing: Share files and folders with others
• Version Control: Access file version history

Dropbox Toolkit

Set up Dropbox for cloud file management

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Setup Overview

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OAuth Provider Groups

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Google Workspace (Shared OAuth)

All Google services share the same OAuth configuration:

• Gmail, Google Drive, Google Docs, Google Sheets, Google Slides, Google Calendar
• Single OAuth setup covers all Google services
• Shared scopes: openid, userinfo.email, plus service-specific scopes

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Microsoft 365 (Shared OAuth)

Microsoft services can share Azure app registration:

• Microsoft Excel, Microsoft Word, Office 365 (Outlook)
• Shared Azure app for all Microsoft services
• Common scopes: Files.ReadWrite, Sites.ReadWrite.All, User.Read, offline_access

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Individual OAuth Services

• Dropbox: Requires separate OAuth setup
• Other services: Each has its own OAuth configuration

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Common Use Cases

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Document Generation

• Report Creation: Generate automated reports from data
• Template Processing: Fill templates with dynamic data
• Document Assembly: Combine multiple documents
• Format Conversion: Convert between different file formats

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Data Management

• Spreadsheet Automation: Process and analyze data in spreadsheets
• Database Integration: Import/export data from databases
• Data Visualization: Create charts and graphs
• Data Validation: Check and clean data

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File Organization

• Automated Filing: Organize files based on content or metadata
• Backup Management: Create and manage file backups
• Version Control: Track and manage file versions
• Archive Management: Archive old files and documents

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Collaboration

• Shared Workspaces: Manage shared folders and documents
• Permission Management: Control access to files and folders
• Comment Management: Handle document comments and feedback
• Workflow Automation: Automate document approval processes

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Best Practices

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Security

• Use minimal required permissions
• Regularly rotate OAuth credentials
• Monitor access logs and file access
• Implement proper error handling
• Encrypt sensitive data

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Performance

• Use batch operations when possible
• Implement rate limiting to respect API limits
• Cache frequently accessed files
• Use appropriate file formats for the task
• Optimize file sizes

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User Experience

• Provide clear error messages
• Implement retry mechanisms for failed operations
• Use consistent file naming conventions
• Respect user preferences and settings
• Provide progress indicators for long operations

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File Format Support

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Google Workspace

• Google Docs: Native format, export to PDF, Word, HTML
• Google Sheets: Native format, export to Excel, CSV, PDF
• Google Slides: Native format, export to PowerPoint, PDF
• Google Drive: Supports all common file formats

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Microsoft 365

• Excel: Native .xlsx format, import/export various formats
• Word: Native .docx format, import/export various formats
• PowerPoint: Native .pptx format (when available)

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Dropbox

• Universal: Supports all file types
• Preview: Built-in preview for common formats
• Versioning: Automatic version history

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Integration Patterns

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Webhook Integration

Some file management tools support webhooks:

• Google Drive: Webhook notifications for file changes
• Dropbox: Webhook events for file modifications

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API Rate Limits

Each service has different rate limits:

• Google APIs: 1,000 requests per 100 seconds per user
• Microsoft Graph: 10,000 requests per 10 minutes
• Dropbox: 1,200 requests per hour

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Troubleshooting

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Common Issues

Authentication Errors

• Verify OAuth credentials are correct
• Check redirect URI matches exactly
• Ensure required scopes are granted
• Verify app is approved (if required)

File Access Errors

• Confirm user has access to requested files
• Check file permissions and sharing settings
• Verify file exists and is accessible
• Ensure proper file format support

Rate Limiting

• Implement exponential backoff
• Use batch operations when available
• Monitor API usage
• Consider upgrading API limits

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Debug Tips

1. Test API Access
   • Use service-specific API testing tools
   • Verify credentials work independently
   • Check scope permissions
2. Monitor API Usage
   • Review service dashboards for usage statistics
   • Monitor quota consumption
   • Set up alerts for rate limit approaches
3. Check File Permissions
   • Verify file sharing settings
   • Check user access permissions
   • Ensure proper authentication context

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Getting Started

1. Choose Your Toolkit: Select the file management platform that matches your needs
2. Review Requirements: Check the specific setup guide for your chosen toolkit
3. Set Up OAuth: Follow the OAuth configuration steps (consider shared OAuth groups)
4. Test Integration: Verify the connection works properly
5. Configure Your Agent: Add the toolkit to your agent configuration