Google Docs & Sheets Management for Agencies
Agencly's Docs module connects your Google Drive and lets you manage Docs and Sheets alongside projects, with per-client and per-team visibility controls that keep unlinked files private.
The problem
Shared Google Docs and Sheets live in personal Drives, and 'who can see what' becomes a permissions nightmare. Agencies need to attach documents to projects and control exactly which clients and team members can open them, without giving everyone access to everything.
What you get
Connect Google Drive
Connect your workspace Google account once and manage Docs and Sheets from the Docs module.
Link to clients and teams
Link each file to specific clients, team members, or projects. Unlinked files stay visible only to the owner.
Per-person visibility
Clients and team members see only the documents explicitly shared with them, in their portal or workspace.
Create and pick files
Create new Docs and Sheets or pick existing files from Drive, all without leaving the workspace.
Frequently asked questions
Does connecting Drive expose my whole Google Drive?
No. Only files you pick or create through Agencly are accessible to the Docs module. Your existing Drive stays private.
Can I control which clients see a document?
Yes. Each file is linked to specific clients and team members, and the actual Drive file is shared only with those people.