CUSTOMAGENTS

Google Drive

Your agent can view, create, and share documents in Google Drive — and send shareable links to customers or contacts.

Google Drive

Connect Google Drive and your agent can access, create, and share documents as part of its conversations.

What the agent can do

  • Open and read documents you share with it
  • Create new Google Docs
  • Get shareable links to send to customers or contacts
  • Organize files in your Drive with appropriate naming and structure

How to connect

Go to your agent's Integrations tab → click Google Drive → sign in with Google.

How to use it

"Create a Google Doc with the onboarding checklist and send the link to the new customer."

"Get the shareable link for the proposal I uploaded to Drive and email it to the client."

"Create a summary of this conversation as a Google Doc and save it to the 'Client Notes' folder."

Works with PDF generation

The agent can also generate PDFs (using the built-in skill) and save them to Drive. Both skills work together.