Brelly can work with several Google Workspace tools through Co-Pilot.
That means you can use one workflow to search email, work with files, check your calendar, create documents, and update spreadsheets without bouncing between tabs as much.
What Google Workspace Includes in Brelly
Depending on what is enabled for your workspace, Google Workspace in Brelly can include:
Gmail
Google Drive
Google Calendar
Google Docs
Google Sheets
Each integration helps with a different kind of work, but they all follow the same basic idea: you ask Co-Pilot to help with a task, and Brelly uses the connected Google tool when it makes sense.
Before You Start
Before using Google Workspace integrations in Brelly:
Make sure the Google integrations you want are enabled for your workspace
Make sure your Google account is connected in
Settings→IntegrationsOpen the claim, project, or workflow you want to work from
If you do not see a Google integration in Integrations, ask your workspace admin for help.
Everything Google Workspace Can Help You Do
Here is the full confirmed capability surface at the article-set level:
Gmail: Search, read, organize, label, draft, reply to, forward, and review emails, plus work with attachments, contacts, and some mailbox settings
Google Drive: Find, read, create, edit, upload, move, copy, share, permission, and claim-import file workflows
Google Calendar: Find events, check free time, create events, update calendars, and handle scheduling changes
Google Docs: Search, read, create, copy, update, format, structure, and export documents
Google Sheets: Search, read, create, update, structure, format, chart, and manage spreadsheet trackers
How to Use Google Workspace with Co-Pilot
To use a Google Workspace integration in Brelly:
Open the claim or workflow you are working on
Open Co-Pilot
Ask Co-Pilot for a specific Google Workspace task
Review any approval request if Brelly shows one
Continue working from the result
For example, you might ask Co-Pilot to:
Find an email about a specific claim
Create a Google Doc summary
Add a follow-up row to a spreadsheet
Check whether a meeting already exists
Find the right file in Google Drive
Using Google Workspace with Automations
If Automations are available for your account, Co-Pilot can use your connected Google Workspace tools as part of automation runs.
For example, an automation might help:
Draft a weekly email update from the latest claim notes
Check for recent claim-related emails
Prepare a Google Doc summary
Add a follow-up item to a spreadsheet
Automations do not remove your review step. Anything that needs your approval — like sending an email — still waits for you, even in an automation run. The draft sits in the run's Co-Pilot thread until you open it, review it, and click Send yourself.
One thing to know: approval requests expire after a short time. If an automation prepares an email while you are away, the approval may no longer be active when you open the thread. If that happens, ask Co-Pilot in that thread to prepare the send again, then review and send it.
Automations are early access and may not support every Google Workspace action yet.
Actions That Need Your Approval
Some actions may need your approval before Brelly completes them.
For example, approval may be required before:
An email is sent or a reply goes out
A Google Drive file is imported into a claim
Google Drive sharing access is changed
A Google Drive file or folder is deleted
For Gmail send and reply actions, Co-Pilot can prepare the message for you, but it does not go out automatically. You still need to review the email and click Send in the panel Brelly shows in chat.
Google Drive also uses approval for high-impact actions like importing a file into a claim, changing share access, or deleting content.
This helps keep important actions under your control.
Scheduled or automation-assisted work follows the same review rules. A scheduled task may prepare a draft or surface a recommended action, but important outbound or high-impact actions still need your review.
Tips
Ask for one clear task at a time.
Include claim numbers, names, dates, or file names when you have them.
Be specific about what you want created, found, or updated.
If the task affects another person or sends something out, review it carefully before approving.
