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Google tools setup

Use Google tools to let Glean Assistant and Glean Agents export responses to Google Docs, Google Sheets, or as a draft in Gmail. With these tools, users can create documents and sheets with formatting preserved, or open a draft email in Gmail.

With this setup, you can:

  • Export assistant responses to Google Docs with formatting preserved.
  • Export tables to Google Sheets with headings preserved.
  • Export responses to Gmail as draft emails with formatting preserved.
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Google Calendar, Google Docs, Google Sheets, and Gmail tools use OAuth for each teammate. Each teammate is prompted to connect the first time they run tools-authentication#google).

Prerequisites

Before enabling Google tools:

  • The Google Drive connector must be configured.
  • You must have admin access to Glean Admin Console.
  • For Domain-wide Delegation: Google Workspace admin access to configure domain-wide delegation.
  • For custom OAuth: Sufficient permissions in Google Cloud Console to create OAuth credentials.

Setup instructions

Follow these steps to set up the Google tools:

  1. In Glean, go to Admin Console → Platform → Tools.

  2. Click Add.

  3. From the list in the Add pre-set tools section, select Google Tools under Tool templates.

  4. In the Configuration tab:

    1. Add the Instance Name.
    2. Select the Data Instance you want to link these tools to. This is the instance where docs and sheets will be created.
    3. Configure authentication. Google tools support two authentication modes, depending on how the tools are configured:
    • Domain‑wide Delegation (DWD): supported only when Google tools are configured to use a central service account that can act on behalf of users across the domain.
    • OAuth user authentication: used when Google tools run as the signed‑in user or on their behalf. The newer tools like Google Calendar, Google Docs, Google Sheets, and Gmail tools use OAuth user authentication and do not support Domain‑wide Delegation.

Choose an option below:

  1. Click Save.
  2. Click Edit settings under Enable Tools to control which users can use these tools in Glean.