Overview

The Google Docs integration allows you to streamline your workflow by seamlessly connecting your Google Docs with tasks and projects.

Google Docs Automation

Set up Taskade to automatically create, update, and search for Google Docs in your drive when specific triggers occur, such as project milestones or task completions.

💡 Note: Visit our Automation Guide to learn more.

Automation Actions

Here are the triggers & actions you can use in your workflows:

(ACTION) Create Document	Creates a document on Google Docs.
(ACTION) Append Text	Appends text to Google Docs.
(ACTION) Find Document	Searches for a document by name.

Automation Settings

Connector options give you full control over the Google Docs automation:

🏷️ Field	🔤 Description
(optional) Document Title	The title of the new document.
(optional) Document Content	The content of the new document.
(required) Document	The document to append text to.
(required) Text to Append	The text to be appended.
(required) Document Name	The name of the document to search for.
(required) Document to Return	Return first/all matching document(s).
(optional) Behavior When no Documents Found	Decide what to do if no documents are found (Continue or Fail).
(optional) Identify Documents	Define the fields that identify the document(s) in Google Docs.

Use Cases

Not sure how to use the Google Docs connector? Here are a few ideas:

🪄 Use Case	⏩ Action Flow
Update meeting notes	✅ Trigger: `Task Completed` (e.g., “tagged #meeting”) ➡️ Action: `Find Task(s)` (tagged “#meeting”) ➡️ Action: `Transform Array to String` ➡️ Action: `Find Documents` (by meeting name) ➡️ Action: `Append Text` (with task summary)
Create client report on completion	✅ Trigger: `Project Completed` ➡️ Action: `Find Task(s)` (from project) ➡️ Action: `Transform Array to String` ➡️ Action: `Create Document` titled `{ClientName}_Final_Report` with summary content
Log client communications	✅ Trigger: `Task Added` (tagged “#client_call”) ➡️ Action: `Find Task(s)` (tagged “#client_call”) ➡️ Action: `Transform Array to String` ➡️ Action: `Find Documents` (by client name) ➡️ Action: `Append Text` (add the transcript)
Daily team update document	✅ Trigger: `Schedule` (daily at 5 PM) ➡️ Action: `Find Task(s)` (completed today) ➡️ Action: `Transform Array to String` ➡️ Action: `Find Documents` (titled `Daily_Team_Log_{date}`) ➡️ Action: `Append Text` with daily summary
Document brainstorming sessions	✅ Trigger: `Task Added` (tagged “#ideas”) ➡️ Action: `Find Task(s)` (tagged "#ideas") ➡️ Action: `Transform Array to String` ➡️ Action: `Find Documents` (e.g., “Brainstorming Log") ➡️ Action: `Append Text` with task idea or suggestion
Create weekly summary document	✅ Trigger: `Schedule` (every Friday at 4 PM) ➡️ Action: `Find Task(s)` (from past 7 days) ➡️ Action: `Transform Array to String` ➡️ Action: `Create Document` titled `Weekly_Summary_{date}` with compiled task summary

😊 Helpful Links

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