If your team uses Google Docs, Brelly Co-Pilot can help you search, read, create, and update documents without leaving your workflow.
This is useful when you want to turn claim work into a shareable document, improve an existing document, or pull document content into your claim workflow.
Before You Start
Before using Google Docs in Brelly:
Make sure Google Docs is enabled for your workspace
Make sure your Google account is connected in
Settings→IntegrationsKnow what kind of document you want Co-Pilot to create
If you do not see Google Docs in Integrations, ask your workspace admin for help.
Everything Google Docs Can Help You Do
Google Docs integration can help Co-Pilot:
Search for a Google Doc
Open and read a document
Pull document text into the conversation
Create a new Google Doc from scratch
Create a Google Doc from markdown or structured notes
Copy an existing document
Update an entire document or a specific section
Insert new text into a document
Replace text or replace an image
Insert an image, table, table column, or page break
Add headers, footers, footnotes, bullets, or named ranges
Remove document content, bullets, table rows, table columns, headers, footers, or named ranges
Update styles and table row styling
Unmerge table cells when the document structure needs cleanup
Export a document as PDF
How to Use Google Docs with Co-Pilot
To use Google Docs in Brelly:
Open the claim or workflow you are working on
Open Co-Pilot
Ask Co-Pilot to create, read, or update the document you need
Include what the document is for, who it is for, and what it should cover
Review the result and open it in Google Docs if you want to continue editing or sharing it
For example, you might ask Co-Pilot to create:
A claim status summary
A contractor handoff note
A policyholder update draft
An internal review outline
You can also ask Co-Pilot to update or read an existing document, for example:
Rewrite a summary in plain language
Add a new section to a handoff
Insert a table into an existing document
Export the finished document as a PDF
How to Get Better Results
Co-Pilot will do a better job if your prompt is specific.
Try to include:
The goal of the document
The audience
The tone you want
The key points or sections to include
The clearer your request is, the less cleanup you will need afterward.
When to Use Google Docs Instead of Chat Only
Use Google Docs when the result needs to live as a document that you can:
Share with other people
Edit outside of chat
Organize with other team documents
Keep as a clearer handoff or record
If you only need a quick answer or working draft in the conversation, staying in chat may be enough.
Tips
Tell Co-Pilot exactly what kind of document you want.
Mention the audience so the draft fits the right reader.
Open the created Google Doc to make final edits, comments, or sharing changes.