> ## Documentation Index
> Fetch the complete documentation index at: https://docs.every.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Google Workspace Integration

> Sync with Gmail, Google Calendar, Google Drive, and Google Contacts for seamless workflow integration

## 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**](https://every.ai/agent/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

<Tip>
  **Ask Every Agent:** Connect Google:

  * "Connect my Google Workspace account"
  * "Set up Google integration"
  * "Link my Gmail to Every"
</Tip>

<Note>
  You can grant partial permissions (e.g., only Contacts). Add more scopes later as needed.
</Note>

### 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

<Tip>
  **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"
</Tip>

### 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

<Tip>
  **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"
</Tip>

**Calendar integration capabilities:** Fetch upcoming events, view details, create/update events

<Tip>
  Add invoice due dates to your calendar for automatic follow-up reminders!
</Tip>

## 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.

<Note>
  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.
</Note>

**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

<Tip>
  **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"
</Tip>

### 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**](https://every.ai/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.

<Tip>
  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.
</Tip>

<Tip>
  **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"
</Tip>

<Tip>
  Run a scan during onboarding to avoid manual data entry.
</Tip>

### 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:**

```
User: "Send invoice reminder to ACME Corp"
Agent: ✓ Checks Gmail connection
       ✓ Drafts professional reminder
       ✓ Sends via your Gmail
       ✓ Logs activity
```

## 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

<Tip>
  **Ask Every Agent:** Check Google status:

  * "Check my Google Workspace connection status"
  * "Is Gmail connected?"
  * "What Google permissions do I have enabled?"
</Tip>

### 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

<Warning>
  Disconnecting removes integration features but doesn't delete imported data.
</Warning>

## 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

<Tip>
  **Import contacts early** - Start by importing Google Contacts to save manual data entry.
</Tip>

<Tip>
  **Use Agent for emails** - Let Agent draft professional emails based on your data.
</Tip>

<Tip>
  **Link Drive files** - Attach contracts and documents from Drive instead of uploading duplicates.
</Tip>

<Tip>
  **Schedule reminders** - Add invoice due dates and follow-ups to your calendar.
</Tip>

<Tip>
  **Grant all scopes** - Full integration provides the best experience and most features.
</Tip>

## Next Steps

<CardGroup cols={2}>
  <Card title="Connect Google" icon="google" href="https://every.ai/agent/connections">
    Set up Google Workspace integration
  </Card>

  <Card title="Import Contacts" icon="users" href="/clients/clients">
    Import Google Contacts as clients
  </Card>

  <Card title="Use Every Agent" icon="robot" href="/ai/every-agent">
    Let Agent send emails and create events
  </Card>

  <Card title="Manage Clients" icon="address-book" href="/clients/clients">
    Enrich clients with Google data
  </Card>
</CardGroup>

<Note>
  **Need help?** Contact support at [hello@every.ai](mailto:hello@every.ai)
</Note>
