Google Docs
Your AI agent captures customer information during conversations and turns it into polished Google Docs. Proposals, summaries, intake forms, and meeting notes, all created automatically and shared with the right people. Document creation that happens while you talk.
From creating new documents to inserting text and managing content, your AI agent treats Google Docs as a live workspace that updates during every customer interaction.
Google Docs
See how businesses turn customer conversations into professional documents, automatically created and filed in Google Docs.
A new client fills out intake questions through your AI agent on the website. As the conversation wraps up, the agent creates a Google Doc with the client's name, contact details, service requirements, and special instructions, formatted in your standard intake template. The doc is shared with the assigned team member. Your operations team opens their morning with ready-to-review client files instead of raw chat transcripts.
A prospect finishes a discovery call with your sales team. Your AI Agent copies your proposal template in Google Docs, fills in the prospect's company name, discussed pricing, and scope of work, and sends the shareable link to the sales rep. The proposal reaches the prospect's inbox within minutes of hanging up. Momentum preserved, deal cycle shortened.
A complex technical issue needs escalation. Your AI Agent creates a Google Doc summarizing the customer's problem, troubleshooting steps attempted, error messages captured, and account details. The escalation engineer receives a detailed briefing document before they even contact the customer. Resolution time drops because context transfers completely.
Google Docs
FAQs
The agent calls Google Docs' documents.create API to make a new document, then uses batchUpdate to insert text, tables, headers, and formatting. It collects information from the customer throughout the conversation and structures the document once the relevant data is gathered.
Yes. The agent uses the copy document endpoint to duplicate your template, then replaces placeholder text with customer-specific information using the replaceAllText API. Your formatting, branding, and layout stay intact while the content personalizes itself.
Tars requests the documents OAuth scope, which covers creating, reading, and editing documents. Combined with the userinfo.email scope for authentication. You authorize through a one-click OAuth flow and can revoke access from your Google Account security page anytime.
No. Tars interacts with Google Docs in real time through the API. Document content is created or read during the conversation and is not stored in our systems. Your documents remain in your Google Drive under your organization's security and sharing controls.
The agent can retrieve a document by ID and search through its content. For finding documents across your Drive, it uses the search documents endpoint with name, content, and date filters. Once found, it can extract specific sections or text from the document body.
The agent supports headers, footers, tables, bullet lists, page breaks, inline images, named styles like Heading 1 or Normal text, and paragraph formatting. It uses Google Docs' full batchUpdate API, so virtually any formatting you see in the Docs editor can be applied programmatically.
Raw transcripts are messy and unstructured. The Tars agent extracts key information from the conversation, organizes it into predefined sections, applies your template formatting, and produces a professional document. It is the difference between a chat log and a client-ready report.
Yes. The agent can append content to existing documents using insert text actions with specific location indices. Multiple conversations can contribute to a shared log or running summary document. Google Docs handles concurrent edits natively.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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