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
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| 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:
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| 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.
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| 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
Examples of regex:
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| 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
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| 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
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| 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
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| 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
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| 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.
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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
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| 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
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| 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
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| 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:
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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:
|
| 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
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
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| 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.
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| 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
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| 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
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| 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
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| 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
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| 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
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| 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
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| 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
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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
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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
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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
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| 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
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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
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| 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
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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
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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
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| 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
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| 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
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| 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
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| 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
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