Google Docs

The Google Docs integration lets your agents produce documents. Agents can create a new document by copying a template and filling in placeholders, read the text of an existing document, and export a document to PDF — making it useful for quotes, reports, and letters generated from a standard layout.

Prerequisites

• A Google account with access to Google Docs and Google Drive. Google Workspace and personal accounts are both supported.
• Admin or Owner role in your Sprigr Teams organisation.
• A template document in Google Docs if you want agents to create documents from a template. Placeholders in the template use plain text markers such as {{customerName}} or {{total}}.

Connecting Google Docs

1. Open the Integration Hub

   Sign in to team.sprigr.com and click Integrations in the sidebar.

2. Find Google Docs

   Locate the Google Docs card and click Connect.

3. Authorise with Google

   A Google sign-in window will appear. Select the account you want agents to use and review the requested permissions. The integration requests access to your Google documents and to files it creates in Drive. Click Allow to grant access.

4. Set a template folder (optional)

   You can provide a Template Folder ID — the ID of a Google Drive folder that holds your document templates. This is optional. Leave it blank if you plan to reference templates by document ID directly.

5. Verify the connection

   The Google Docs card will show a green “Connected” badge.

Try asking your agent

“Create a quote for Jane Smith from our standard quote template. Set the total to $450 and the job description to ‘replace hot water system’.”

What agents can do

Once connected, agents work with documents on demand. Nothing is synced in the background — an agent calls Google Docs only when it needs to create, read, or export a document.

• Create from a template — Copy an existing template document, give the copy a title, and replace placeholder text with real values. The agent gets back the new document ID and a link.
• Read — Pull the plain-text content of a document by its ID so the agent can reference or summarise it.
• Export to PDF — Turn a document into a PDF and return a download link.

The integration does not create documents from scratch or apply rich formatting. It works from a template you have already laid out, replacing marked placeholders with values.

Available tools

When an agent has the Google Docs integration enabled, it gains access to the following tools:

Tool	Description
docs_create_from_template	Create a new document by copying a template and replacing placeholders. Returns the new document ID and link
docs_read	Read the text content of a document by ID
docs_export_pdf	Export a document as a PDF and return a download link

Note

Placeholder replacement is exact-match text substitution. Design your templates with distinctive markers (for example {{customerName}}) so the agent can target them reliably.

Common use cases

• Quote generation — A customer asks for a quote. The agent copies your quote template, fills in the customer name, line items, and total, and returns a link to the finished document.
• Report drafting — A workflow step creates a weekly report from a report template, replacing placeholders with the latest figures.
• Letter and notice generation — The agent produces a standard letter (for example an appointment confirmation) from a template and exports it to PDF for sending.
• Document summaries — The agent reads a long document and produces a short summary for a team member.

Troubleshooting

“Access denied” during OAuth Your Google Workspace admin may need to approve Sprigr Teams as a trusted application in the Google Admin console.

Placeholders not replaced Check that the placeholder text in the template matches exactly what the agent is replacing, including brackets and capitalisation. Replacement is case-sensitive.

Cannot read a document Confirm the connected Google account has access to the document being read. The integration can only see documents the connected account can open.

Next steps

• Google Drive — Browse and manage the files that back your documents and templates.
• Google Sheets — Read and write spreadsheet data alongside document generation.
• Integrations Overview — See all available integrations.
• Workflows — Use document actions as steps in automated workflows.