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Google Workspace Integrations in Brelly

Use Gmail, Google Drive, Google Calendar, Google Docs, and Google Sheets with Brelly Co-Pilot to search, read, create, update, organize, and share claim work across Google Workspace.

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 SettingsIntegrations

  • Open 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:

  1. Open the claim or workflow you are working on

  2. Open Co-Pilot

  3. Ask Co-Pilot for a specific Google Workspace task

  4. Review any approval request if Brelly shows one

  5. 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.

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