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Overview

Google Workspace integration connects Every with your Gmail, Calendar, Drive, and Contacts. Import contacts, send emails through the Agent, attach Drive files, and schedule meetings seamlessly. What You Can Do:
  • Import contacts from Google Contacts
  • Send emails through Gmail (via Every Agent)
  • Create and view calendar events
  • Search and attach Google Drive files
  • Automate workflows with Google services

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Connecting Google Workspace

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Quick Setup

Go to Settings → Integrations → Connect Google Account → Select your Google account → Review permissions → Click Allow → Return to Every. Permissions Requested:
  • Gmail: Send emails, read messages
  • Calendar: Read and write events
  • Drive: View and search files
  • Contacts: Read contact information
Ask Every Agent: Connect Google:
  • “Connect my Google Workspace account”
  • “Set up Google integration”
  • “Link my Gmail to Every”
You can grant partial permissions (e.g., only Contacts). Add more scopes later as needed.

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Managing Scopes

Scopes define what Every can access. If a feature requires missing scopes, the app prompts you to reconnect and grant additional permissions. To Update: Settings → Integrations → Reconnect Google → Grant additional permissions

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Gmail Integration

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Sending Emails via Agent

The Every Agent can send emails through your Gmail account: How It Works: Chat with Agent (“Send an email to ACME Corp thanking them for payment”) → Agent drafts email → You review → Approve → Sent from your Gmail Use Cases:
  • Invoice reminders and thank you messages
  • Follow-ups and project updates
  • Meeting confirmations
  • Custom client communications
Ask Every Agent: Send emails:
  • “Send invoice INV-123 via Gmail to ACME Corp”
  • “Email a payment reminder to John Smith”
  • “Draft a follow-up email to my client about the proposal”

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Suggested Responses

Agent generates context-aware email suggestions (API: /api/generate-suggested-messages). View client message → Generate response → Select from 2-3 options → Customize → Send.

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Google Calendar Integration

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Managing Events

Via Agent: “Create a calendar event for my meeting with ACME Corp next Tuesday at 2 PM” Features:
  • Meeting title and description
  • Date, time, and location
  • Attendee invitations
  • Reminders and notifications
Use Cases:
  • Client meeting scheduling
  • Invoice due date reminders
  • Project milestone tracking
  • Follow-up task scheduling
Ask Every Agent: Schedule meetings:
  • “Schedule a meeting with ACME Corp next Tuesday at 2 PM”
  • “Add a reminder for invoice follow-up on Friday”
  • “Set up a meeting with TechCo to discuss the proposal”
Calendar Hook: useGoogleCalendar - Fetch upcoming events, view details, create/update events
Add invoice due dates to your calendar for automatic follow-up reminders!

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Google Drive Integration

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Searching and Attaching Files

Drive Hook: useGoogleDrive - Search by filename, file type, recent files, starred files, or specific folders Use Cases:
  • Find contracts to attach to invoices
  • Locate project files and specifications
  • Reference documentation
  • Attach proposals and templates
Ask Every Agent: Search Drive:
  • “Find the ACME Corp contract in my Drive”
  • “Search for project specifications in Google Drive”
  • “Attach the proposal template from Drive”

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Attaching Files

Create/edit invoice or proposal → Click “Attach from Drive” → Search or browse → Select file → Link added → Client can access (based on Drive permissions) Supported: Documents, Spreadsheets, Presentations, Images, PDFs, any file type in Drive Permissions: File access managed in Google Drive. Consider making files public or sharing with client email.

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Google Contacts Integration

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Importing Contacts

How to capture Google contacts:
  • Inline suggestions: Once Google is connected, the Email field in the client form uses the Google Contacts search component. Pick a result to auto-fill the client name, contact person, and phone instantly.
  • Scan Contacts workflow: Open the Home dashboard → Get Started card → Scan Contacts. Google Contacts Analysis reviews Gmail, Calendar, and Contacts history, then lets you select which suggested contacts to add as clients.
What’s imported: Name, email, phone, company/organization info, plus any notes returned by the analysis. Duplicate Prevention: Suggestions are filtered by email so existing clients are skipped automatically. Refresh cadence: Scans are on-demand. Re-run Scan Contacts (or re-ask the agent) whenever you want fresh suggestions.
Ask Every Agent: Start the analysis from chat:
  • “Scan my Google contacts and add likely clients”
  • “Review Google contacts marked as clients and add them to Every”
  • “Show me Google contacts we haven’t imported yet”
Run a scan during onboarding to avoid manual data entry.

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Google Contacts Sync

Every tracks which contacts exist in your team’s Google Contacts, helping you identify established relationships. How it works:
  • When a contact is created with an email, Every checks if that email exists in any team member’s Google Contacts
  • A sync indicator badge appears on contacts that match
  • Daily background sync at 3 AM UTC keeps the status current
  • Manual sync available via API for immediate updates
Benefits:
  • See at a glance which client contacts are already in your Google ecosystem
  • Avoid duplicating contacts you already have relationships with
  • Know when colleagues have interacted with a contact before

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Client Enrichment

After a client is created, open their record and click Enrich Client. Every Agent uses Gmail, Calendar, Google Contacts, and public web data to enrich the record with company info, additional contacts, and social profiles.

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Every Agent Integration

The Agent leverages Google integrations with the check_google_services_status tool to verify connections before using features. Agent Capabilities:
  • Send Gmail emails
  • Create calendar events
  • Search Drive files
  • Reference contact data
  • Schedule follow-ups and reminders
Example Flow: 
User: "Send invoice reminder to ACME Corp"
Agent: ✓ Checks Gmail connection
       ✓ Drafts professional reminder
       ✓ Sends via your Gmail
       ✓ Logs activity

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Managing Connection

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Connection Status

View Status: Settings → Integrations → Google Workspace section Status Indicators:
  • ✅ Connected
  • ⚠️ Needs reconnection
  • ❌ Not connected
Health Info: Last successful sync, active scopes, token expiration, error messages
Ask Every Agent: Check Google status:
  • “Check my Google Workspace connection status”
  • “Is Gmail connected?”
  • “What Google permissions do I have enabled?”

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Reconnecting

When Needed: Adding new scopes, token expired, connection error, or permission changes To Reconnect: Settings → Integrations → Reconnect Google → Log in → Grant permissions

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Disconnecting

To Disconnect: Settings → Integrations → Google Workspace → Disconnect → Confirm What Happens:
  • Stored tokens removed
  • Features become unavailable
  • Historical data preserved (imported clients, past Drive links, email/calendar history)
  • Can reconnect anytime
Disconnecting removes integration features but doesn’t delete imported data.

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Troubleshooting

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Connection Issues

Common problems: Wrong account selected, pop-up blocked, third-party cookies disabled, organization security policy Solutions: Allow pop-ups for every.ai, enable third-party cookies, try different browser, check organization GSuite settings, or contact IT for corporate accounts

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Feature Not Working

Check: Connection status, required scopes granted, token not expired, internet connection Solution: Reconnect Google account, grant missing scopes, refresh page, or contact support

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Service-Specific Issues

Gmail not sending: Verify gmail.send scope granted, email draft approved, check sent items in Gmail, or reconnect Calendar events not creating: Verify Calendar scope granted, correct calendar selected, valid date/time, or reconnect Drive files not found: Verify Drive scope granted, files exist, accurate search terms, check file permissions, or reconnect

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Best Practices

Import contacts early - Start by importing Google Contacts to save manual data entry.
Use Agent for emails - Let Agent draft professional emails based on your data.
Link Drive files - Attach contracts and documents from Drive instead of uploading duplicates.
Schedule reminders - Add invoice due dates and follow-ups to your calendar.
Grant all scopes - Full integration provides the best experience and most features.

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Next Steps

Connect Google

Set up Google Workspace integration

Import Contacts

Import Google Contacts as clients

Use Every Agent

Let Agent send emails and create events

Manage Clients

Enrich clients with Google data
Need help? Contact support at [email protected]