Streamlining Referrals: Metadata-Only Google Drive Inventory Template

Short answer

Yes, we recommend a metadata-only Google Drive inventory template for company introductions to help SourceX understand the data assets without partners ever handling the actual data. This template focuses on record types and date ranges.

Streamlining Referrals: Metadata-Only Google Drive Inventory Template

As a Google Workspace partner, you're uniquely positioned to identify US companies with valuable data assets that could benefit from SourceX. We manage data licensing from sourcing and rights review to delivery and payment, acting as the enterprise data transaction layer for AI. To make introductions efficient and ensure privacy, we recommend a metadata-only Google Drive inventory template.

Why a Metadata-Only Approach?

SourceX is committed to data security and privacy. Critically, partners never handle any company data. Your role is to introduce suitable US companies—those with 50+ full-time employees at peak, years of operating records, rights to license the data, and an authorized sponsor. This template helps gather necessary high-level information about their data holdings without exposing any sensitive content. We manage data licensing transactions and do not train AI models.

The Purpose of the Inventory Template

This template serves as a conversation starter, helping potential client companies understand what information is relevant for a data licensing opportunity. It outlines the types of records they might hold and their relevant date ranges. This helps SourceX quickly assess the potential for eligible platform fees from licensing deals, which directly impacts your referral reward.

Google Drive Metadata-Only Inventory Template

Here’s a simple, usable template you can share with potential client companies to help them summarize their data assets for an introduction to SourceX. This is designed to be completed by the company you are referring, not by you, the partner.

Company Data Inventory Summary

Record Type (e.g., Customer Interactions, Transaction Logs, Sensor Data)Estimated Volume (e.g., TBs, millions of records)Data Format (e.g., CSV, JSON, Database)Oldest Record Date (YYYY-MM-DD)Newest Record Date (YYYY-MM-DD)
:---------------------------------------------------------------------:-----------------------------------------------:--------------------------------------:------------------------------:-----------------------------

Instructions for the Company:

  • Record Type: Describe the general category of data (e.g., 'Historical Sales Data', 'Customer Service Chat Transcripts', 'IoT Device Telemetry'). Be descriptive but keep it high-level—no specific data content needed.
  • Estimated Volume: Provide an approximate size or count. This helps us gauge the scale.
  • Data Format: Indicate the primary format(s) the data resides in.
  • Oldest/Newest Record Date: Specify the start and end dates of the data available.

This template allows a referred company to provide a snapshot of their data landscape. Remember, your reward is 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals, capped at $100,000 cumulative per referred company. Rewards become payable only after the buyer pays and SourceX receives its fee. A lead, meeting, or signed agreement alone does not trigger payment.

Partner Role: Introduction and Facilitation

Your responsibility is to make the initial introduction and help facilitate the early stages. You introduce US companies that meet the criteria. Once introduced, SourceX takes over the direct engagement, data assessment, and negotiation process. Credit goes to the first valid referrer whose introduction leads to a verified company application within the attribution window.

Anyone can join our program from any supported country. Licensed professionals should check their own rules on referral fees. SourceX is headquartered in Los Angeles, California.

Refer a company · How rewards work

  1. Step 1Share your linkSend your personal link to a company you know.
  2. Step 2Company appliesThe company applies itself at /apply.
  3. Step 3Buyer selects and paysThe buyer selects and pays for the data and SourceX receives its fee.
  4. Step 4You get your rewardYour share of SourceX fees becomes payable.

Common questions

What is the purpose of the Google Drive inventory template?

The template helps potential client companies understand what information is relevant for a data licensing opportunity. It outlines record types and date ranges, allowing SourceX to assess potential for eligible platform fees from licensing deals quickly.

Why is a metadata-only approach recommended for data inventory?

A metadata-only approach is recommended to ensure data security and privacy. Partners never handle any company data; the template gathers high-level information without exposing sensitive content, focusing on record types and date ranges.

What information should companies include in the inventory template?

Companies should include the record type, estimated volume, data format, oldest record date, and newest record date. This provides a high-level snapshot of their data assets without requiring specific content details.

How are partners rewarded for referring companies to SourceX?

Partners are rewarded 25% of the eligible platform fees SourceX collects from the referred company's licensing deals, capped at $100,000 cumulative per company. Rewards are payable only after a buyer pays and SourceX receives its fee.

Free resources

By SourceX Partnerships Team · Published 2026-10-09 · Updated 2026-10-09

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