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Can I use RecordsKeeper.AI for personal documents while giving my assistant access to help organize them without sharing my cloud storage credentials?

Learn how to manage personal files securely while allowing team members to help with organization through controlled access permissions.

Kanishka Sharma avatar
Written by Kanishka Sharma
Updated this week

Absolutely! RecordsKeeper.AI is perfect for managing personal documents while maintaining complete privacy over your cloud storage accounts.

How secure delegation works:

  • Personal document management: Organize bank statements, loan agreements, important posts, and any personal files from your Google Drive

  • Controlled team access: Add your assistant to your RecordsKeeper.AI account with specific permissions

  • Cloud storage privacy: Your assistant works within RecordsKeeper.AI without ever accessing your actual Google Drive credentials

  • Granular permissions: Set exactly what your assistant can do - upload, categorize, organize - while keeping sensitive areas restricted

What your assistant can do:

  • Help upload and organize documents through RecordsKeeper.AI's interface

  • Categorize and tag files for better organization

  • Assist with document management tasks within the platform

  • Access only the documents and folders you specifically authorize

What stays private:

  • Your Google Drive login credentials remain yours alone

  • Direct access to your cloud storage accounts stays completely private

  • Your assistant never sees your actual cloud storage structure

  • Sensitive financial and personal documents have customizable access controls

Perfect solution: Think of it as having a trusted filing assistant who works in your organized office space (RecordsKeeper.AI) but never gets the keys to your personal vault (cloud storage accounts).

This gives you professional document organization help while maintaining bulletproof security boundaries around your personal data.

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