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Google Docs

Overview

The Google Docs integration links nexos.ai with your Google Docs, allowing document content to be available directly inside your workspace. It makes it easier to locate key information, review shared notes, access project documentation, and stay updated on collaborative content without opening multiple files. This integration helps teams work more efficiently by keeping important documents and knowledge easily accessible.

Setting up the integration (as an admin)

  1. Click on your Profile icon.

  2. Go to Management -> Apps.

  3. Find Google Docs in the list.

  4. Set the integration to Active (enabled).

Connecting your account (as a member)

  1. Click on your profile icon.

  2. Go to Get apps -> My apps.

  3. Find Google Docs and select Connect.

  4. You will be redirected to Google Docs. Sign in if prompted.

  5. Review the access request screen (it will list what nexos.ai can access in Google Docs) and select Accept to approve.

  6. Return to nexos.ai. Google Docs should now show as connected in My Apps.

Use Google Docs in Chat (turn it on for a conversation)

  1. Open New Chat.

  2. Click on a "+" -> Integrations.

  3. Toggle on Google Docs to use it in that conversation.

Use Google Docs in Agents (turn it on for an agent)

  1. Open Agents and select the agent you want to update.

  2. Select the Studio icon (top-right), then open Settings.

  3. Scroll to Integrations and turn Google Docs on.

  4. Save your changes, then test the agent.

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