About the IntelligenceBank AI Marketing Compliance Add-On for Google Docs (Coming Soon)

The IntelligenceBank AI Marketing Compliance Add-on for Google Docs brings your organization'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 organizations 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 organization's rule sets directly inside Google Docs.
• Highlight risks in context - the Add-on highlights the exact text a risk relates to, so you can find and fix it without leaving the document.
• Copy risk details - copy a risk's full write-up to your clipboard and paste it into a Google comment to share feedback with collaborators.
• 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. When you first send a document to IntelligenceBank, Google asks you to grant access to the current file only (not your whole Drive), using Google's file picker.

Installing the Add-on

Install the Add-on from the Google Workspace Marketplace. If your administrator has already deployed it to your organization, 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 organization 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 organizational units and groups, then review and accept the requested access.
4. The Add-on then appears for those users under Extensions in Google Docs.

How To Use

Marking Risks in Your Document

Google Docs does not allow add-ons to create native comments through its API, so the Add-on doesn't insert comments into your document automatically. Instead, it gives you two ways to mark and share each risk:

• Highlight in document - the Add-on applies a highlight to the exact text a risk relates to. The highlight is part of the document, so it stays visible as you edit and is seen by anyone with access. This is available for risks that map to a specific sentence or phrase.
• Copy detected Risk details - copies the risk's title, description, recommendation, and the quoted sentence to your clipboard. Select the relevant text in your document, add a Google comment (Insert > Comment), and paste - the comment then carries the full risk write-up for your collaborators.

Together these give you an in-document marker for each risk and a one-step way to turn any risk into a real Google comment that lives in your normal review workflow.

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 organization 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

Why doesn't the Add-on add comments to my document automatically?

Google Docs doesn't provide a way for add-ons to create native comments through its API. Instead, the Add-on highlights the relevant text and gives you Copy detected Risk details so you can paste the full write-up into a Google comment yourself, in two clicks.

What's the maximum file size?

See the latest file size limits here. The Add-on checks the file size before sending anything, so oversized documents are rejected up front with a message naming the file.

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 highlights applied from the Add-on and any comments you paste in 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.

Need Help?

To request that additional databases, filters, or rule sets be made available on your Site, contact IntelligenceBank. For all Add-on-related inquiries that need our team, you can submit a ticket.

Install from Google Workspace Marketplace (COMING SOON)