Guide to Starters & Steps in Workspace Studio

Every agent has 2 main parts:

  • Starter: This is the event that starts your agent. A starter can be a schedule, like “every Friday at 5 PM,” or an event, like to receive a new email with an attachment. Each agent has only one starter.
  • Steps: These are the tasks the agent performs after it starts. You can add multiple steps to an agent. A step could be:
    • “Draft a reply in Gmail.”
    • “Add a row in Google Sheets.”
    • “Send a message in Google Chat.”

Learn about starters

A starter is the event that launches your agent. The following are the available starters in Workspace Studio.

Starter name

Description

Example

Configuration

On a schedule The agent starts at a specific date and time.

Every Monday morning, create a new Google Doc for the week's meeting notes.

Configuration details
  1. Set a start date and time.
  2. Choose a repeat frequency, such as “Daily” or “Weekly.”
  3. Optional: Set your time zone.
When I get an email The agent starts when a new email arrives in Gmail. You can start it for all emails or for specific ones. When you get an email with the subject "Invoice" that has an attachment, automatically save the attachment to a "Finances" folder in Google Drive. Configuration details

Important: By default, this starter ignores events other agents create. This prevents a situation where an agent is in a loop after it sends an email. If you need an agent to start through an email sent by another agent, check the box next to “Include messages sent by agents.”

To start for specific emails, you can set conditions for:

  • From/To: To limit which emails start the agent, use the “To” field. For example, you can tell the agent to run only for emails sent to a specific team email address, like [email protected].
  • Has the words/Doesn't have: You can refine your starter with standard words or phrases. You can’t filter based on labels, like label:finance, or dates, like after:2024/01/01.
  • Subject has
  • Has attachment
  • Email label
  • Filter by email size
When someone joins a space The agent starts when a new user joins a Google Chat space you’re in. When a new member joins your "Project Team" space, automatically send them a welcome message with links to key project documents. Configuration details
Enter one or more specific space names. To monitor all spaces leave the “Spaces” field blank.
When I get a chat message

The agent starts when a message is posted in a Google Chat space from specific people or by conversation type.

In your "IT Support" space, if a message contains the word "urgent," automatically create a new high-priority task in Google Tasks for the IT team.
 
Configuration details
  • Specify which spaces and/or senders to monitor.
  • Use specific words to filter messages. You can choose to filter for messages that “Match text exactly” or “Match text with regular expression.”
  • Tip: To create advanced text filters, you can use regular expressions or ”Regex.”

Examples of regex:

  • To match messages that start with "Urgent": ^Urgent
  • To match messages that end with "Approved": Approved$
  • To match messages that contain the word "Error": `Error
  • Exact match (the message is only "Yes"): ^Yes$

View more examples of regular expressions.

When I'm mentioned The agent starts when you’re @mentioned in Google Chat. Any time you are mentioned in a Chat message, automatically create a new task in your personal to-do list so you don't miss the follow-up.
 
Configuration details
  • Specify which spaces to monitor for mentions: To monitor all spaces where you’re a member, leave this section blank.
  • People who mention me: To have the agent run only when a specific person mentions you, add their name or email address here.
When an emoji reaction is added The agent starts when someone reacts to a message with a specific emoji in Google Chat.

When someone reacts with a ✅ emoji to a request message, automatically send an email to the requester that says their request has been approved.
 

Configuration details
  1. Select one or more reaction emojis to monitor.
  2. Optional: Limit the starter to specific spaces or users.
When a sheet changes

The agent starts when a value in a specific column or row in a Google Sheet is updated.

Tip: This is a powerful starter to track specific data. For complex setups, you can define which columns and rows to monitor for changes.

In a project tracking sheet, when the "Status" column for a task is changed to "Complete," automatically archive the corresponding row.
 
Configuration details
  1. Select the spreadsheet and tab to watch.
  2. Optional: Set conditions to monitor changes in specific columns or rows.
    • Tip: For best results, make sure your sheet has a header row with a unique name for each column.

Learn how to watch and manage sheets with agents.

When an item is added to a folder The agent starts when a new file or subfolder is added to a specific folder in Google Drive. When a new contract PDF is added to the "Signed Contracts" folder, automatically send a copy to the legal team for their records. Configuration details

Select the folder you want to monitor.

When a file is edited The agent starts when the content of a specific file is modified. It does not start when a file is renamed, moved, or receives a new comment. When the "Project Plan" Google Doc is edited, send a notification to the "Project Leads" Chat space to alert them of the change.
 
Configuration details

Select the file you want to monitor.

When an item in a folder is edited The agent starts when a file within a selected folder is modified. This doesn’t include files located in sub-folders. When any document in the "Shared Marketing Copy" folder is edited, post a message in the marketing team's Chat space to let them know a document is ready for review. Configuration details

Select the folder that contains the files you want to monitor.

Based on a meeting Start the agent at a set time before or after a Google Calendar event. 15 minutes before every meeting starts, send a message to a Google Chat space with a link to the meeting's agenda document.
 
Configuration details
  1. Choose a specific meeting from the drop down or Every meeting.
  2. Set a time offset in minutes or hours.
  3. Select if the agent should run Before meeting or After meeting.
When a form response comes in The agent starts when a new response is submitted to a Google Form. When a user submits a "Contact Us" form, add their information as a new row in a Google Sheet and send a confirmation email to the user. Configuration details

Anonymous and non-anonymous forms are supported.

  1. Select the form you want to monitor.
  2. Optional: Select the box to run the agent when a response is edited.

Choose steps for your agent

A step is a task the agent performs after it’s started. You can add one or more steps to an agent. The following are the available steps in Workspace Studio.

AI Steps

Important:

If you're signed in with a school account and are under 18, you can’t use any AI features in Workspace Studio. If an agent containing AI steps is shared with you, those steps will be removed when you open the agent.

 

Step name

Description

Example

Configuration

Ask Gemini Use a custom prompt to have Gemini generate text, get answers, or transform information from earlier steps in your agent.

When a new email arrives from a high-priority client, use Ask Gemini to draft a polite response that acknowledges their message and says I will reply within 24 hours.

Configuration details
  1. Enter a prompt: Write the instructions for Gemini. To make your prompt more powerful and to include information from a previous step, like the subject or sender of an email, click + Variables.
  2. Sources Gemini can use: Select where Gemini should access information. For example, they can write that the information should come from the “Web, Workspace, and connected apps” or from the “Web only.”

Learn how to control which sources Gemini can use.

Ask a Gem Use a specialized AI agent for a specific task, like brainstorm ideas or draft a copy. To generate a list of potential marketing taglines based on the document’s content, when a new project document is created, use the ‘Brainstormer’ Gem. Configuration details
  1. Select a Gem: Choose from a list of pre-made Gems, such as “Brainstormer” or “Copy creator.” To build your own gem, you can also click Create or edit Gems. Learn how to use Gems.
  2. Enter a prompt: Provide the specific instructions for your selected Gem. To add context from earlier steps, click + Variables.
    1. Example prompt without a variable: “Brainstorm three taglines for a new coffee brand focused on sustainability.”
    2. Example prompt with a variable: Imagine your agent starts when a new “Project Brief” is added to a Drive folder. You could use the “Brainstormer” Gem with this prompt:
      • “Based on the content of the [Content of a doc] variable, use the ‘Brainstormer’ Gem and give me 3 potential project names.”
  3. Sources Gemini can use: Choose the information sources Gemini can access.
Recap unread emails Get an AI-generated summary of your important unread emails. You can share this summary with yourself or others in a later step. At the end of each day, get a recap of unread emails from the last 24 hours and post it to a private Google Chat space. Configuration details

Time range for summary: Select the time period you want to recap, like “Today (12 AM),” “Yesterday,” “Last 7 days,” or “Last 30 days.”

Extract Have Gemini find and pull out specific pieces of information from a piece of content, like an email or a document. When an email with an order confirmation arrives, extract the ‘Order Number’ and ‘Shipping Address’ to add to a tracking spreadsheet. Configuration details
  • Content to analyze: To select the content from a previous step that you want Gemini to analyze, use + Variables.
  • What to extract: Select from predefined items or add your own custom content names and descriptions for Gemini to find.
Decide Use Gemini to analyze content and make a simple true or false decision. You can use this decision to control the agent with a “Check if” step. Analyze a new email to decide if it's ‘urgent.’ If the decision is ‘true,’ add a ‘Follow up’ label and send a high-priority notification. Configuration details

Enter a prompt: Write the question you want Gemini to answer with a true or false decision. You can use predefined decisions like “is urgent” or “requires response.”

Summarize Use Gemini to generate a summary of content from a document, meeting, email, or other sources. You can then share this summary in a later step. When a project proposal is added to a shared Google Drive folder, automatically summarize the document and post the key points to the project’s Google Chat space to keep the team informed. Configuration details

Important: This step summarizes content you provide to it, like the body of an email or text from a document. It can't, for example, independently summarize all unread messages in a Google Chat space.

What to summarize: Choose the source of the content you want Gemini to summarize. You have 2 main options:

  • Use data from your agent: To select content that came from your starter or a previous step, click + Variables.
  • Select a specific file: Choose an item, like a Google Doc, directly from the dropdown menu. This is useful when you want to summarize the same file every time, regardless of what started your agent.
    • Example of independent use: “You can create an agent that starts on a schedule every Friday at 4 PM, and this step can be configured to always summarize your team’s ‘Weekly Meeting Notes’ document.”

Tools

Step name

Description

Example

Configuration

Check if Continue the agent only if specific conditions are met. This allows you to build conditional logic into your agent. If the subject of an email contains the word ‘Invoice,’ then add the attachment to a ‘Finances’ folder in Google Drive. Configuration details

Set the condition: Create a rule:

  1. Choose a variable from a previous step.
  2. Select an operator, like “contains” or “starts with.”
  3. Enter the text or value to check against. You can add multiple conditions with “AND” or “OR.”
Filter a list Process only certain items from a list of items generated in a previous step. If an email has multiple file attachments, you can filter the list to only save files that have ‘.pdf’ in their name. Configuration details

Apply filter to: To select the list from a previous step that you want to filter, use + Variables.

Send a webhook Send information from your agent to an external app or service with a webhook URL. When a new row is added to a Google Sheet with customer feedback, send the feedback text to an external sentiment analysis tool. Configuration details
  • Webhook URL: Enter the URL of the service you want to send data to.
  • Payload: To configure the data you want to send, use variables from earlier steps in your agent.

Learn how to connect agents to other services with webhooks.

Gmail

Step name

Description

Example

Configuration

Send an email Automatically compose and send a new email from your Gmail account. When a new user submits a ‘Contact Us’ form, automatically send a confirmation email to them from your address. Configuration details
  1. To/Cc/Bcc: Specify the email recipients.
  2. Subject: Set the subject line for the email.
  3. Message: Write the email. To insert personalized information, such as the form submitter’s name, use + Variables.
Draft a reply Automatically draft an email reply so you can review and send it later. When a complex customer inquiry arrives, draft a reply with a standard acknowledgment message that you can edit later. Configuration details
Message: Write the reply draft. To include content from the original email, use + Variables.
Add or remove labels To keep your inbox organized, automatically add or remove labels from emails in Gmail. When you get an email with the subject ‘Receipt,’ automatically add the ‘Finance’ label. Configuration details
  • Label(s): Select one or more labels to add or remove from the email.
  • AI-powered labels (Optional): To have Gemini apply your selected labels only if the content of the message matches the label’s description, turn on this toggle. You can create or edit your AI-powered labels from this step.
Mark as read or unread Change the read status of an email. If an email is from a specific sender and has an attachment, save the attachment to Drive and then automatically mark the email as read. Configuration details

This step automatically applies to the email from your starter.

Star an email or remove star from an email Add or remove a star from an email. If you receive an email with the word ‘urgent’ in the subject, automatically star the email. Configuration details

This step automatically applies to the email from your starter.

Forward an email Automatically forward an email to another recipient. The original message is included automatically unless you uncheck this option. To track expenses, when you receive an email with the subject ‘Receipt,’ automatically forward it to [email protected]. Configuration details
  • Email to forward: This tells the agent which email to forward. It should already contain the Email ID variable from your starter. If it’s empty, click + Variables and select the email from your starter step.
  • To: Enter the recipient’s email address.
  • Message (Optional): Add a note to the body of the forwarded email.
  • Only forward message contents: Check this box if you want to forward the email without its original attachments.
  • Show more: To set an optional Subject, Cc, or Bcc for the forwarded email, click Show more.
Archive an email Move an email out of your inbox and into your archive. After an agent saves an invoice attachment to Google Drive, use this step to archive the original email, keeping your inbox clean. Configuration details

Email to archive: This tells the agent which email to archive. It should already contain the Email ID variable from your starter. If the field is empty, use + Variables and select the email you want to archive.

Chat

Step name

Description

Example

Configuration

Post in a space Automatically post a message to a specific Google Chat space. When a new file is added to the ‘Project Alpha’ folder in Google Drive, post a message in the ‘Project Alpha Team’ space with a link to the file. Configuration details
  1. Space: Select the Google Chat space where you want to post the message.
  2. Message: Write the content of the message you want to post.
  3. Notify space members: If you want to convert email addresses in your message into clickable @mentions that notify users, check this box.
    • Important: A user is only notified if they’re already a member of the selected space. If a person isn’t a member of the space, their email still becomes a chip, but they won’t be notified or added to the space.
Send a message Send a direct message to one or more people in Google Chat. When a new meeting is created on your calendar, send a direct message to the attendees with a link to the agenda. Configuration details
  • To: Enter the names or email addresses of the people you want to message.
  • Message: Write your message.
    • Tip: The “To” field controls who gets notified. Emails you add in the “Message” field won’t send a notification.
Notify me in Chat Send a direct notification message only to yourself in Google Chat. Messages are sent through a Chat app that’s named after the agent. Get a personal notification any time you are @mentioned in a specific ‘Announcements’ space. Configuration details

Message: Write the notification message you want to receive.

Tip: If you include a variable like [Sender email address] in the message, it appears as plain text. It won’t become a clickable @mention and won’t notify that person.

Sheets

Step name

Description

Example

Configuration

Add a row Add a row of data to a specific Google Sheet. When a new response is submitted to a Google Form, add the submitter’s information as a new row in a lead tracking sheet. Configuration details
  • Select a sheet: Choose the specific Google Sheet and tab you want to add a row to.
  • Columns: Use variables to map the data from your agent to the appropriate columns in your sheet.
Update rows Find and update one or more rows in a Google Sheet that match certain criteria. In a project tracking sheet, when a task is completed, find the row with that task name and update the ‘Status’ column to ‘Complete.’ Configuration details
  1. Select a sheet: Choose the Google Sheet and tab where you want to update rows. For best results with Sheets steps, make sure your sheet has a header row with unique names for each column.
  2. Conditions: Set one or more conditions to identify which rows to update.
  3. Update values: Specify the new values for the columns you want to change.
Clear rows Delete the content of all rows that match a specific condition. In a ‘Daily Tasks’ sheet, automatically clear all rows where the ‘Status’ is ‘Done’ at the end of each day. Configuration details
  • Select a sheet: Choose the specific Google Sheet and tab you want to clear rows from.
  • Conditions: Set the criteria to identify which rows to clear.

Get sheet contents

Retrieve data from a Google Sheet to use in a later step of your agent. Get a list of customer email addresses from a sheet to use as the recipients for a ‘Send an email’ step. Configuration details
  • Select a sheet: Choose the specific Google Sheet and tab from which you want to get data.
  • Rows and Columns: Specify the range of data you want to retrieve.

Learn how "When a sheet changes" works.

Drive

Step name

Description

Example

Configuration

Add email attachments to Drive Automatically save attachments from an email to a specific folder in Google Drive. When you receive an email with an attachment from your accounting team, automatically save the attachment to your ‘Receipts’ folder in Drive. Configuration details

Destination folder: Select the Google Drive folder where you want to save the attachments.

Add email attachments to Drive Automatically save attachments from an email to a specific folder in Google Drive. When you receive an email with an attachment from your accounting team, automatically save the attachment to your ‘Receipts’ folder in Drive. Configuration details

Destination folder: Select the Google Drive folder where you want to save the attachments.

Create a folder Automatically create a new folder in Google Drive. When a new project is created in your project management tool, automatically create a new folder for it in Google Drive. Configuration details
  • Folder name: Specify the name for the new folder.
  • Parent folder: Choose the location for the new folder in your Drive.

Calendar

Step name

Description

Example

Configuration

Set up a meeting Create a new event on your Google Calendar. When a new lead signs up through a form, automatically schedule a 30-minute introductory meeting on your calendar. Configuration details
  • Title, Date, Time: Set the event details.
  • Guests: Add the email addresses of the meeting attendees.
  • Description: Add any relevant information, such as a meeting agenda or video conference link.
Add guests to a meeting Add one or more attendees to a Google Calendar event. If a team member is added to a project space in Chat, automatically add them to the next weekly team meeting on the calendar. Configuration details
  • Event: Select the specific calendar event you want to add guests to.
  • Guests: Enter the email addresses of the new attendees.

Docs

Step name

Description

Example

Configuration

Create a Google doc Automatically create a new doc. At the start of each week, create a new doc from a template for the weekly team meeting notes. Configuration details
  • Document title: Specify the name of the new document.
  • Location: Choose the folder in Google Drive to save the doc.
  • Content (Optional): Add initial text or content to the document.
Add to a doc Add new text or content to the start or end of a Google Doc. Keep a log of daily support tickets by automatically adding a summary of each new ticket to the end of a ‘Daily Tickets’ doc. Configuration details
  • Doc to update: Choose the Google Doc you want to add content to.
  • Where to add new content: Select whether to add “Before all existing content” or “After existing content.”
  • Content to add: Enter your text. To insert dynamic information from your starter, use + Variables.

Tasks

Step name

Description

Example

Configuration

Create a task Create a new task in Google Tasks. New tasks are automatically added to your primary task list in Google Tasks. If you star an important email in Gmail, automatically create a task to remind you to follow up. Configuration details
  • Task title: Set the name of the task.
  • Task details: Add any relevant notes or information about the task.
  • Date: Optionally set a deadline for the task.

Other app integrations (Alpha)

Learn how to take actions in third-party services with agents.

Important: When you add variables to third-party integration steps, add-on steps, or the webhook step, they might contain your Google Account data, such as the contents of a message in Gmail or Chat, or event information from Calendar. The agent can then share your Google Account data with a third-party service. Make sure you trust the third-party service.

Step name

Description

Example

Configuration

Asana integration (Alpha) Create projects, sections, tasks, and subtasks in Asana. When you label an email in Gmail as ‘Feature Request,’ automatically create a new task in your ‘Product Backlog’ project in Asana. Configuration details
  • Select the specific step, like “Create task” or “Create project.”
  • Configure the required fields, such as the Asana project, task name, and description.
Confluence integration (Alpha) Create pages in Confluence. To summarize key documents and create a new project retrospective page in Confluence, at the end of a project, use an agent. Configuration details
  • Space: Select the Confluence space.
  • Title: Enter the title for the new page.
  • Content: Add the page content with variables from previous steps.
Jira integration (Alpha) Create issues and issue comments in Jira. When you receive an email that contains ‘bug report,’ automatically create a new issue in your Jira project. Configuration details
  • Jira project: Select the project where the issue will be created.
  • Issue type: Choose the type of issue, such as "Bug" or "Task."
  • Summary and description: Provide the details for the Jira issue.
Mailchimp integration (Alpha) Manage subscribers and campaigns in Mailchimp. When a new contact is added to a Google Sheet, automatically add them as a new subscriber to your Mailchimp audience. Configuration details
  • Audience: Select your Mailchimp audience list.
  • Subscriber details: Provide the required information, like the email address.
Slack integration (Alpha) Perform steps in your Slack workspace. When a new file is added to a Google Drive folder, send a channel message in Slack to notify your team. Configuration details
  • Channel/User: Select the specific channel or user to message.
  • Message: Write the content of the message you want to send.

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