- Integrations
- Google Docs
Google Docs integration: template documents filled in with the visitor's answers
Agenola's Google Docs integration lets your agents create, read and fill in Google Docs. By filling a template with the visitor's answers, you can prepare documents such as quotes, application summaries or call notes without typing them up. You connect it in one click with your Google account.
How it works
Docs steps create a document, read a document, replace its entire content, add text at the end or beginning, and replace every occurrence of a piece of text.
Templates are filled with "Find and replace": you write placeholders such as [[name]] and [[phone]] in the template, and the step replaces each with the visitor's answer. To keep the template itself intact, first create a copy with Drive's "Copy" step and fill in the copy.
Google Docs, Drive, Sheets and Slides share one connection: connect one and all four are connected.
- "Replace content" replaces the whole document with new text; the previous version stays in the document's version history.
- "Insert text" leaves existing content alone.
- When you remove the connection, Docs steps stop; your documents stay in Drive as they are.
What it does
This list is generated from the same source as the Google Docs page in the dashboard: if it isn't listed here, we don't do it with Google Docs. Flow steps live in the flow editor under Add step → Integrations → Google Docs.
DocumentAction · Flow step5
Create document
Creates a new Google Doc with the given text.
Read document
Reads the document's name, link and the beginning of its text.
Replace content
Replaces the document's entire content with new text; the previous version stays in version history.
Insert text
Adds text at the end or the beginning of the document; existing content stays.
Find and replace
Replaces every occurrence of a text in the document. To fill a template: write [[name]] in the document and replace it with the answer here.
Example conversations
Visitor: I'd like a quote for a wedding: 150 guests, June 14.
Agent: Thank you. Could I have your name and email address?
Visitor: Emily Carter, emily@example.com
Agent: Your draft quote is ready; our team will review it and email it to you.
Behind the scenes: Drive's "Copy" step creates a copy of the quote template; Docs' "Find and replace" step replaces the [[name]], [[guests]] and [[date]] placeholders with the visitor's answers.
Visitor: We had trouble connecting the printer during setup. Could you make a note of it?
Agent: I've added your note to your customer file; our technical team will see it.
Behind the scenes: The "Insert text" step adds a dated note to the end of the customer's document; the earlier content stays.
Setup
- 1In Agenola, go to Integrations → Google Docs and press "Connect Google Docs"; choose your Google account and tick every box on the consent screen.
- 2In your template document, write placeholders such as [[name]] where the answers go.
- 3In the flow editor, add the "Find and replace" step under Add step → Integrations → Google Docs, choose the document and give each placeholder the visitor's answer.
Detailed setup: How do I use Gmail, Google Calendar and Drive?
Permissions and where your data goes
- Sent to Google Docs: the text you write on the steps or that is filled in from the visitor's answers.
- Read from Google Docs: only when a step asks, the document's name, address and the beginning of its text; the list of documents in your Drive for the document picker.
- Permission requested: Google Drive full access, with which Docs are edited; your email address and Google ID to recognize the account.
- Connection details are stored encrypted on the server. Only the workspace owner and admins can connect or remove it; when you remove it, your documents stay in Drive as they are.
Related integrations
See all integrations
Google Calendar
Shows free slots and books the appointment, with a Meet link, at the chosen time.
Calendly
The agent shows your free times and books the visitor into your Calendly.
Google Drive
Your agents search, read, copy and share files.
Google Sheets
Answers are added as rows, and the agent looks up prices and orders in the sheet.
Google Slides
Your agents create presentations and fill slides with answers.
Gmail
Your agents send, reply to and draft email from your account.
Frequently asked questions
Does my template document change when it's filled in?
"Find and replace" writes to the document you choose. To keep the template intact, first create a copy with Drive's "Copy" step in the flow and fill in the copy.
How does the visitor's answer get into the document?
You write a placeholder such as [[name]] in the document, and the "Find and replace" step replaces it with the visitor's answer. If the placeholder appears more than once, every occurrence is replaced.
Is the previous version of the document lost?
"Replace content" replaces the whole document with new text, but the previous version stays in Google Docs' version history. "Insert text" leaves existing content alone.