Skip to main content

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
  • Attach Google Drive files you create in or open with Every (Drive Picker)
  • Automate workflows with Google services

Connecting Google Workspace

Quick Setup

Go to Agent Settings → Connections → find the Google Workspace card → 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: Access files you create in or open with Every (the drive.file scope — Every cannot browse your full Drive)
  • 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.

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: Agent Settings → Connections → Reconnect Google → Grant additional permissions

Gmail Integration

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”

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.

Google Calendar Integration

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 integration capabilities: Fetch upcoming events, view details, create/update events
Add invoice due dates to your calendar for automatic follow-up reminders!

Google Drive Integration

Attaching Files from Drive

Every connects to Drive with the drive.file scope. This is a privacy-preserving, file-by-file grant: Every can only access files you explicitly pick through the Google Drive Picker (or that you create with Every) — it cannot browse, enumerate, or search your full Drive folder tree, and it has no access to documents you haven’t selected.
Every does not read your entire Drive. The Drive Picker shows your files so you can choose which ones to share; once you select a file, that specific file becomes accessible to Every. Files you never pick stay private.
Use Cases:
  • Attach a contract you select to an invoice
  • Add a proposal template or spec sheet you pick from Drive
  • Reference a document you’ve shared with Every
Ask Every Agent to work with files you’ve already picked or created with Every:
  • “Attach the proposal template I selected from Drive”
  • “Use the spec sheet I shared from Drive for this proposal”

Attaching Files

Create/edit invoice or proposal → Click “Attach from Drive” → Pick a file in the Google Drive Picker → Select file → Link added → Client can access (based on Drive permissions) Supported: Documents, Spreadsheets, Presentations, Images, PDFs, any file type you select in the Picker Permissions: File access is managed in Google Drive. Picking a file in the Picker grants Every access to that file only. Consider making files public or sharing with the client email so recipients can open them.

Google Contacts Integration

Importing Contacts

Every provides multiple ways to import contacts from Google: 1. Direct Import (Bulk): Go to Contacts page → Click Import dropdown → Select Google Contacts
  • Fetches all your Google contacts at once
  • Automatically filters out non-person contacts (organizations, bots)
  • Deduplicates against existing contacts by email
  • Captures social links (LinkedIn, Twitter, GitHub, etc.)
  • One-click import of new contacts
What’s imported: Name, email, phone, organization (stored in notes), social URLs 2. Inline Autocomplete: Once Google is connected, the Email field in client and contact forms uses Google Contacts search. Pick a result to auto-fill name, phone, and other details instantly. 3. Scan Contacts (AI-Powered): Open the Home dashboard → Get Started card → Scan Contacts This AI-powered workflow reviews your Gmail, Calendar, and Contacts history to identify which contacts look like potential business clients, rather than importing all contacts. Duplicate Prevention: All import methods filter by email so existing contacts are skipped automatically. Refresh cadence: Both Direct Import and Scan Contacts are on-demand. Re-run whenever you want fresh suggestions.
Use Direct Import when you want to bring in your full address book. Use Scan Contacts when you want AI to identify likely business clients from your recent activity.
Ask Every Agent: Start the AI 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.

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

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.

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
  • Attach Drive files you’ve picked or created with Every
  • Reference contact data
  • Schedule follow-ups and reminders
Example Flow:

Managing Connection

Connection Status

View Status: Agent Settings → Connections → 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?”

Reconnecting

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

Disconnecting

To Disconnect: Agent Settings → Connections → 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.

Troubleshooting

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

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

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 file not accessible: Verify Drive scope granted, re-pick the file in the Drive Picker (the drive.file scope only reaches files you’ve selected or created with Every), check file permissions, or reconnect

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.

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 hello@every.ai