Organize Sales Collateral in Google Drive for Fast Call Access

Set up a clear, searchable Google Drive system for sales collateral so you can instantly find the right asset during live calls.

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Get started with Trinity

Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Google Drive sitting right next to you.

What happens when you click "Start with Trinity"

1
Connect your microphone
Give permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
2
Share your screen
Share the screen you are working on so Trinity can see what you're doing and provide guidance.

Step-by-Step Guide

Step 1Create a "Sales Collateral" folder

Step 2Create subfolders for different collateral types

Step 3Upload your sales collateral files

Step 4Rename files with descriptive names

Step 5Add detailed descriptions to your files

Step 6Search for collateral using keywords

Step 7Refine your search with filters

Get started with Trinity

What happens when you click "Start with Trinity"