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The Google Agent action enables an agent to programmatically interact with the following Google Workspace services:
  • Gmail
  • Google Docs
  • Google Sheets
You can use this action to create agents to automate, retrieve, or manipulate data in Google apps as part of broader workflows. Depending on the specific configuration, this can include:
  • Creating a Google Sheet
  • Adding rows to a Google Sheet
  • Creating a Google Doc
  • Drafting an email in Gmail

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Usage Examples

  • Trigger-based updating of a Google Sheet: Every time a Salesforce opportunity moves to a “closed lost” status, an agent can read the most recent transcript and add it to a spreadsheet.

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Configuration

PrerequisitesAn admin must have set up the Google datasource and created a Google action pack with domain-wide delegation permissions. Please follow the instructions in https://docs.glean.com/administration/assistant/actions/google-actions-setup.
  1. In the Agent Builder, select the required Google actions by navigating to Select Step > Actions > By datasource > Google > Select Google action.
  2. For the “Add rows to Spreadsheet” action, you will need to additionally select the spreadsheet and sheet name to be updated.
  3. Add step instructions and save.
Test each action in a sandbox environment to confirm connectivity and correct data handling.