Google Drive Document Analysis & Workflow Automation

Analyze and process unstructured content stored in Google Drive documents, including white papers, meeting transcripts, and reports. This workflow enables teams to extract insights, generate summaries, and automatically update or create new documents based on existing content, streamlining document-based workflows and ensuring actionable insights are captured and shared.

QUERY:

Write an executive summary of the [DOCUMENT_NAME] white paper in my Google Drive. 

Goal: Extract key insights and create a concise executive summary from technical or product documentation to make complex information accessible to leadership and stakeholders.


QUERY:

Upload this executive summary to my Google Drive. 

Goal: Save generated summaries and analyses back to Google Drive for team access and future reference, maintaining organized documentation workflows.


QUERY:

Give me a short summary and prescriptive actions based on the call transcript in Google Drive with our [PROSPECT/CUSTOMER], [CUSTOMER_NAME]. 

Goal: Transform meeting transcripts into actionable insights and next steps to ensure follow-up activities are clearly defined, and opportunities are properly managed.


QUERY:

Update the [DOCUMENT_NAME] document and append your summary and next steps. 

Goal: Consolidate analysis and action items directly into existing documents to maintain comprehensive records and ensure all relevant information is stored in a single location.


QUERY:

Search for documents related to [TOPIC] in my Google Drive. 

Goal: Locate relevant documentation and files to support analysis, research, or project planning activities across the organization.


QUERY:

Compare the key differences between [DOCUMENT_1] and [DOCUMENT_2] in my Google Drive and highlight any conflicting information. 

Goal: Compare the key differences between [DOCUMENT_1] and [DOCUMENT_2] in my Google Drive and highlight any conflicting information.


QUERY:

Find all unanswered questions from the [MEETING_TYPE] transcript with [CUSTOMER_NAME] and create a follow-up email draft. 

Goal: Extract unresolved customer questions from meeting discussions and automatically generate professional follow-up communications to maintain engagement and demonstrate responsiveness.


Teams:

Account Management Customer Success Marketing Product Sales

Sources:

Google Drive

Watch:

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