Integrations3 min read

Connecting Google Workspace

Connect Google Workspace so your agents can read files from Google Drive and write data to Google Sheets.

What This Integration Does

The Google Workspace integration gives your agents access to Google Drive (read-only) and Google Sheets (read and write). Typical use: an agent picks up a document from a Drive folder, processes it, and appends extracted data to a Sheets spreadsheet.

This is a company-level integration — it is separate from the personal Gmail and Google Calendar connections available for the Personal Assistant.

Prerequisites

  • A Google Workspace account with access to the Drive folders and Sheets your agent will use
  • Owner or Admin role in Symbi

Connect Your Account

Info

Connect using a dedicated service account (e.g. symbi@yourcompany.com) rather than a personal account. This keeps the integration working if team members leave.

  1. Open Settings → Connectors
  2. Find Google Workspace and click Connect
  3. You'll be redirected to Google to authorize
  4. Review the permissions (read Drive files, read and write Sheets) and click Allow
  5. You're returned to Symbi with the connection confirmed

What Your Agent Can Do

Once connected, a Google Workspace agent can:

  • Find Processed Row — look up a value in a Sheets column to check whether a record has already been processed (deduplication)
  • Append Rows — write new rows of extracted data into a Google Sheet

Input files (Drive documents, PDFs, Excel files, images) are fetched from a Google Drive folder you configure in the agent's settings.

Scopes Requested

Symbi requests the minimum required permissions:

  • drive.readonly — read files from Drive folders
  • spreadsheets — read and write Google Sheets

No other Drive or Google data is accessed.

Security

OAuth tokens are AES-256 encrypted at rest and decrypted only when making a Google API call. Tokens are refreshed automatically when they expire. You can revoke Symbi's access at any time from Settings → Connectors in Symbi, or from your Google Account security page.

Limitations

  • Company-only — Google Workspace (Drive + Sheets) is not available for the Personal Assistant. For personal Gmail and Calendar access, see the Gmail and Google Calendar pages
  • Drive access is read-only — agents can read and download files from Drive but cannot upload, move, or delete files
  • Shared Drive support — agents can access files in Shared Drives as well as My Drive

What's Next?