About the IntelligenceBank AI Marketing Compliance Add-On for Google Docs

The IntelligenceBank AI Marketing Compliance Add-on for Google Docs brings your organisation's compliance, legal, and brand checks into Google Docs. Open the sidebar on the document you're working on, run an on-demand review, address the risks the panel surfaces, and - when you're ready - send the document to the selected Database, and if applicable, Record, in IntelligenceBank.

The Add-on is best suited for organisations that:

• Work heavily in Google Docs and want to run risk reviews directly within this environment.
• Want to address as many risks as possible before submitting content to IntelligenceBank for formal sign-off or approval.
• Need to collaborate with stakeholders who are Google Workspace users but perhaps not IntelligenceBank users.
• Prefer or require their collaboration workflow happen within Google Workspace rather than in IntelligenceBank.

What the Add-on Does

• On-demand risk detection - check your document against your organisation's rule sets directly inside Google Docs.
• Inline feedback - insert any detected risk as a native Google Docs comment, anchored to the exact text it relates to, so collaborators see it in the document even if they don't use the Add-on. Google highlights the text each comment is attached to.
• Click to navigate - click a risk in the panel to jump straight to the matching text in your document.
• Direct submission - once you're happy with the document, send it to IntelligenceBank to create a record on the platform.
• Consistent rules - the same compliance, legal, and brand checks your team uses elsewhere in IntelligenceBank.

Requirements

• A Google account with edit access to the document, using Google Docs in a desktop web browser (the Add-on runs in the Docs editor sidebar).
• An active IntelligenceBank account with the Marketing Compliance feature enabled.
• An internet connection - signing in, running reviews, and sending documents to IntelligenceBank are all online operations.
• Google authorization to the open file. The first time you insert comments or send the document to IntelligenceBank, Google asks you to grant access to the current file only (not your whole Drive), using Google's file picker. The file picker opens in a dialog window over your document.

Installing the Add-on

Install the Add-on from the Google Workspace Marketplace. If your administrator has already deployed it to your organisation, skip to How To Use - it will already be available under the Extensions menu.

1. Open the IntelligenceBank AI Marketing Compliance listing on the Google Workspace Marketplace.
2. Click Install and follow the prompts to grant the Add-on the access it needs.
3. Open any Google Doc. The Add-on appears under Extensions > IntelligenceBank AI Marketing Compliance.

Deploying the Add-on (Administrators)

Google Workspace administrators can install the Add-on for the whole organisation or for specific groups so users don't have to install it individually:

1. Sign in to the Google Admin console as an administrator.
2. Go to Apps > Google Workspace Marketplace apps and find the IntelligenceBank AI Marketing Compliance listing (or add it from the Marketplace).
3. Choose to install for everyone or for selected organisational units and groups, then review and accept the requested access.
4. The Add-on then appears for those users under Extensions in Google Docs.

Authorizing the Add-on

The first time you open the Add-on in a document, Google asks you to authorize it before it can run. This is Google's standard one-time step for any Workspace add-on - you won't be asked again on that account unless you remove the access.

1. When you see Authorization required - A script attached to this document needs your permission to run, click OK.
2. Choose the Google account you want to use.
3. On the permissions screen, tick Select all, then click Continue to finish.

Each permission maps to something the Add-on needs to do its job:

• See, edit, create, and delete only the specific Google Drive files you use with this app - lets the Add-on read and export the document you're reviewing, and add comments to it. It applies to that file only, not your whole Google Drive.
• View and manage the documents and presentations this application is installed in - lets the Add-on work with the file you have open.
• Connect to an external service - lets the Add-on talk to your IntelligenceBank platform to run reviews and send content.
• Display and run third-party web content in prompts and sidebars - lets the Add-on show its interface in the Google Docs sidebar.

You can review or remove this access at any time from your Google Account at myaccount.google.com/permissions.

How To Use

Comments in Google Docs

The Add-on inserts each detected risk as a native Google Docs comment, anchored to the exact text the risk relates to. Collaborators see the comment beside that text, whether or not they use the Add-on.

• Each comment includes the rule title, description, recommendation, and the original sentence in quotes.
• Google highlights the text each comment is attached to, and the highlight darkens when you select the comment. Comments don't change your document's formatting, and resolving a comment removes its highlight.
• Inserted comments are part of the document. They stay after you save, share, or close the Add-on, and you can reply to, edit, or resolve them like any other Google Docs comment.
• The first time you insert comments in a document, Google's file picker opens in a dialog window and asks you to grant the Add-on access to that file only.
• The comment button appears only for risks that map to a specific sentence or phrase. A risk about the document as a whole has no text to anchor a comment to.
• If the Add-on can't match a risk's position to the document's structure, it skips that risk rather than guess. The risk stays in the panel without a comment, and you can add one yourself in Google Docs.
• The Add-on tracks which risks you've already inserted in the current review. An inserted risk's button shows Comment inserted, and the button at the top of the Detected Risks section inserts only the risks that remain.

Send to IntelligenceBank

Sending to IntelligenceBank is an explicit, separate action - running a review does not automatically upload the document to IntelligenceBank. Click Send to IntelligenceBank in the result actions footer once you're satisfied with the review and need to upload your content to an IntelligenceBank record for official sign-off or approval. The Add-on exports the document as a PDF and uploads it to your platform along with the review metadata. When you send a document to create a new record, the Add-on pre-fills that record's Title field with your document's name, so the new record opens already titled - this applies when the record's Title field is a Text field.

Settings

The menu in the sidebar header gives you Settings, Clear Results (visible once a review is loaded), Help & Support, and Logout. The Settings page lets you tailor what the Add-on shows. Changes save automatically and persist between sessions.

• Onboarding Help Banners - show or hide the help banners that walk you through the risk review process.
• Compact View - reduce font sizes and component spacing for a tighter UI, useful in the narrow sidebar.
• Send to IntelligenceBank - show or hide the button that sends reviewed content back to your platform. Hide it if your workflow doesn't require sending the document.

Data and Security

• Encrypted in transit - all communication with IntelligenceBank uses TLS.
• Your authentication - sign-in is delegated to your IntelligenceBank platform, including SSO if your organisation has it configured. The Add-on does not store your credentials.
• Access to the open file only - the Add-on requests access to just the document you're reviewing, granted through Google's file picker. It does not ask for access to your whole Google Drive.
• Same platform controls - documents sent to IntelligenceBank inherit the permissions, retention policies, and access controls already configured on your platform.

Frequently Asked Questions

What happened to the yellow highlight?

Earlier versions of the Add-on marked each risk by highlighting its text in yellow, which changed the document's formatting. The Add-on now inserts a native Google Docs comment instead, and Google highlights the text each comment is attached to, so the yellow highlight is no longer needed. Highlights added by earlier versions stay in the document until you remove them: select the text, click Highlight colour in the toolbar, and choose None.

What happens if I edit the document after the review?

Comments are placed using the review's results, which reflect the document as it was when you reviewed it. If you've edited it since, a comment can attach to the wrong text. Run the review again, then insert the comments.

Why didn't some risks get a comment?

A Google Docs comment has to be anchored to text in the document. Risks that don't map to a specific sentence or phrase, such as a risk about the document as a whole, have no comment button. If the Add-on can't match a risk's position to the document's structure, it skips that risk rather than guess. You can still add a comment to that text yourself in Google Docs.

What's the maximum file size?

Reviews read your document's text, so document size doesn't limit a review. Sending to IntelligenceBank uploads a PDF export of the document, and Google limits that export to 10 MB. A document whose export is larger than 10 MB can't be sent to IntelligenceBank from the Add-on, and the Add-on shows a message saying so. Within that limit, the IntelligenceBank file size limits listed here also apply.

Can I use this on the Google Docs mobile app?

No. The Add-on runs in the Google Docs editor sidebar, which is available in a desktop web browser. The Google Docs mobile apps don't support editor add-ons.

Can multiple people review the same document?

Yes. Each reviewer's detected and dismissed lists are scoped to their own session, but comments inserted from the Add-on are part of the document and visible to anyone with access to it.

Do I need to be online?

Yes - signing in, running reviews, and sending documents to IntelligenceBank all require an internet connection.

The Add-on isn't loading. What should I check?

1. Confirm you have an internet connection.
2. Close the sidebar and re-open it from Extensions > IntelligenceBank AI Marketing Compliance > Open.
3. Reload the document tab in your browser.
4. If the issue persists, submit a ticket.

Get Started

Install from Google Workspace Marketplace