Automations: Google Groups

Contents

Pre-requisites for using Google Group Automations

1. Google Workspace Integration with all required scopes

To use Google Group Actions in Automations, you need to have connected your Google Workspace account, including granting the scope "admin.directory.group".

If you integrated Google Workplace before August 2022, you will not have granted Dado this scope.

To check if you already have granted this scope: Go to Organisation, then select Integrations in the left-hand navigation. Click on the Google Workspace tile. In the modal that appears, look for "admin.directory.group" under the list of scopes:

To add this scope: ask the Google Workspace integrator (the Dado user who set up your Google Workspace integration) to log into Dado, remove the Workspace integration, and immediately re-add it.
Re-adding the integration immediately is important, to prevent any gaps in Dado's connection to Google. During these gaps, Dado will not be able to write or read from Google Sheets, or run run Automations that interact with Google Workspace.

For more information on this integration, see the Google Workplace Integration article.

2. Google Workspace integrator with the necessary Groups permissions

Your "Google Workspace integrator" is the Dado user who set up your Google Workspace integration. This will often be a special Dado user account made just for the sake of this integration.

You can find out which is your Google Workspace integrator account by checking the Integrations page. Go to Organisation, then select Integrations in the left-hand navigation. Click on the Google Workspace tile. The integrator account will be listed in the modal, under 'email':

Dado uses the Google Workspace account connected to this user to communicate with all Google API. In order to fetch a list of the Groups in your Google Workspace, Dado requires that this account has the right Google Groups permissions. This user should have either:

  • Groups Admin role

  • both Groups Reader and Groups Editor roles

You will likely need to request your IT team grants these additional permissions in your Google Workspace settings.

'Add to group' Action

The 'Add to group' Action is useful if your organization uses Google Groups

  • to control access to other systems or documents (eg shared Google Drives)
  • to manage group email addresses (eg for specific departments or office locations)

Remember: you can use Target Audiences to add different types of Participants to different Google groups.

After dragging the Action to the main area, fill in the following information to activate:

  • Who should be added 
    • You can choose any of the usual actors that can be assigned tasks, e.g. Participant (Personal Email), Participant (Work Email), Manager, etc. It's possible to add multiple people.
  • Which group should the member be added to    
    • This will display a list of all the groups Dado can retrieve from your Google Workspace account. Dado can only retrieve groups when the Google Workspace integrator has access permissions (see Prerequisites section above)
    • You can select one group in this dropdown. To add Participants to multiple groups, add multiple different actions to the same automation.

Once everything is set up, simply save and you're done! Now every time a participant goes through the experience, the automation will add them to your selected Google Groups.

Troubleshooting

The "Which group" dropdown doesn't show any groups

Both of these issues are caused by Dado lacking Google Workspace permissions.

Specifically, it's the Dado user who set up your Google Workspace integration that lacks permissions. This will often be a special Dado user account made just for the sake of this integration. See instructions above for how to grant these permissions

The "Which group" dropdown doesn't show the group I'm looking for

If you have only recently created this Google Group, there can be a delay before the Google API starts sending information about this group to Dado. Wait 15-30mins and try to create the Automation again.

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