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Connecting RecordsKeeper.AI with Google Cloud: Complete Setup Guide

A comprehensive step-by-step guide to integrate RecordsKeeper.AI with your Google Cloud account for seamless record management.

Kanishka Sharma avatar
Written by Kanishka Sharma
Updated over a month ago

Introduction

Integrating RecordsKeeper.AI with your Google Cloud account enables powerful automation of your document management processes. This connection allows our AI-powered platform to securely access, organize, and analyze your files stored in Google Cloud, creating a seamless workflow that saves time and enhances compliance. This guide will walk you through the process of setting up the necessary permissions and configurations to establish this connection successfully.

Step 1: Access Your Google Cloud IAM Settings

  1. Log in to your Google Cloud Console at console.cloud.google.com

  2. Navigate to your project by selecting it from the dropdown menu at the top of the page

  3. In the left navigation menu, locate and click on "IAM & Admin"

  4. Select "IAM" from the submenu to access the permissions management interface

Step 2: Review Current Permissions

Before adding RecordsKeeper.AI access, review your current project permissions:

  • The permissions screen displays all users and services with access to your project

  • Check the "Include Google-provided role grants" checkbox if you want to see system roles

  • You can toggle between "View by principals" and "View by roles" to see different perspectives of your permission structure

Step 3: Grant Access to RecordsKeeper.AI

  1. Click the "Grant access" button at the top of the permissions table

  2. In the "Add principals" field, enter your service account

  3. You'll see the service account appear in the principals list

Step 4: Assign Appropriate Storage Roles

  1. After adding the RecordsKeeper.AI principal, you need to assign the appropriate role

  2. Click in the roles filter field and type "storage admin"

  3. From the dropdown menu, select "Storage Admin"

    • This role grants RecordsKeeper.AI permission to manage buckets and objects

    • For more limited access, you can choose other storage roles like:

      • "Cloud Storage for Firebase Admin"

      • "Compute Storage Admin"

Step 5: Review and Save Permissions

  1. Double-check that you've added the correct RecordsKeeper.AI service account

  2. Verify that you've assigned the appropriate storage role

  3. If needed, you can add additional conditions by clicking the "Add IAM condition" button

  4. Click the "Save" button to apply the permissions

Step 6: Verify Connection in RecordsKeeper.AI

  1. Log in to your RecordsKeeper.AI account at app.recordskeeper.ai

  2. Navigate to the "Integrations" section

  3. Confirm that Google Cloud appears as connected

  4. Test the connection by accessing a file from your Google Cloud storage

Troubleshooting Common Issues

  • Access Denied Errors: Ensure the correct service account email was added

  • File Visibility Issues: Verify that the assigned role has permission to view the specific buckets

  • Missing Buckets: Check that bucket names match between Google Cloud and RecordsKeeper.AI

  • Connection Timeout: Ensure your Google Cloud API is enabled for external access

Best Practices for Google Cloud Integration

  • Use Dedicated Buckets: Create specific buckets for RecordsKeeper.AI to access rather than providing access to all storage

  • Regular Audit: Periodically review permissions to ensure they remain appropriate

  • Implement Lifecycle Policies: Set up automatic file management policies in Google Cloud for better organization

  • Enable Logging: Turn on activity logging to maintain a record of all file access and changes

Conclusion

Connecting RecordsKeeper.AI to your Google Cloud account establishes a powerful automation pipeline for your document management processes. This integration allows our AI and blockchain technology to work with your files securely while maintaining compliance and enhancing your team's productivity. With the connection properly configured, you can now leverage the full potential of RecordsKeeper.AI's intelligent record management system.

For additional assistance, contact our support team at [email protected] or through your account dashboard.

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