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ClickRuntime

Connect Gmail to Google Docs

Connect Gmail to Google Docs to turn emails into documents: proposals, quotes, meeting notes and answers to requests are written from the emails that ask for them and sent back when ready.
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Ideas

What you can do with Gmail and Google Docs

Proposals, quotes, notes and digests, written to Google Docs from your email and sent on when they are ready. These are ready-made starting points. Anything else you can describe works too.
Every 15 minutesAI

Draft RFP answers in a Google Doc when one arrives by email

When an RFP lands in Gmail, every question in it is answered in a draft Google Doc and you get an email with the link.

See how it works
Every 15 minutesAI

Email action items from new meeting notes

When a meeting notes doc appears in your folder, attendees get an email with a short summary and their action items.

See how it works
The moment it happensAI

Get an AI client brief as a Google Doc by email

Submit a client name and receive an email linking to a Google Doc brief on that company, ready before the meeting.

See how it works
The moment it happens

Send quotes from a Google Doc template when a form comes in

Each quote request fills your Google Doc template with the client's details, is saved as a PDF and emailed to the client from your Gmail.

See how it works
DailyAI

Write a daily email digest into a Google Doc

Every evening, a short summary of the day's email is added to the top of a running Google Doc.

See how it works
WeeklyAI

Get a weekly email summary of your edited Google Docs

Every Friday you get one email summarising what changed in your Google Docs this week, with the action items pulled out.

See how it works
WeeklyAI

Turn repeated support questions into FAQ drafts

Each week, the questions customers keep asking are grouped and added to your FAQ doc with draft answers ready to edit.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Gmail and Google Docs, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Gmail and Google Docs automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what should happen between Gmail and Google Docs in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

When I label an email Reply-Help, read my FAQ Google Doc and create a Gmail draft reply using only answers from that Doc.

Every Monday, append to my Weekly Log Doc a dated summary of last week's emails from our top 10 clients.

Use cases

Why people connect Gmail and Google Docs

How the two apps work together

  • ClickRuntime checks Gmail every few minutes for emails matching a label or search.
  • Email content is written into new or existing Google Docs, often with an AI summary.
  • On request or a schedule, Docs can be exported and sent by Gmail.

  • Consultant drafts reports from email threads

    A long client thread can be summarized into a Google Doc with decisions and next steps.

  • Agency sends documents made from templates

    Proposals or reports built in Docs can be sent to clients from Gmail as a PDF or link.

  • Team keeps a log of important emails

    Emails with a certain label can be appended to a running Doc for later review.

  • Support writes answers from a knowledge Doc

    Replies to common questions can be drafted in Gmail using answers kept in a Google Doc.

More apps

Gmail, Google Docs and other apps in one automation

An automation isn't limited to two apps. Add the next step in another app and it runs as part of the same automation.

Email threads summarized into Docs and shared

When I label a Gmail thread Summarize, write a summary Doc and post the link to #team in Slack.

Email digests saved to a Drive folder

Every Friday, create a Doc of this week's client emails and save it to the client's Drive folder.

Proposals emailed and logged

Create a proposal Doc from my template, email it as a PDF from Gmail, and log it on the HubSpot deal.

Fill a Doc for each new row and email it

When a new row is added to my Contracts sheet, copy my Docs template, fill in the name, amount and start date, and email a link to the address in the row.

More with these apps

Setup

Connect Gmail and Google Docs once

Every idea on this page uses the same two connections, so you set them up once. If one is missing, your assistant tells you and links to the right place.

Gmail

Email

  1. At console.cloud.google.com, create a project and enable the Gmail API under APIs & Services → Library.
  2. Set up the OAuth consent screen. On Google Workspace choose Internal. On a personal Gmail account choose External, then under Audience click Publish app so it is In production, not Testing.
  3. Under Data Access, add the scopes you need, such as https://www.googleapis.com/auth/gmail.modify, or gmail.send if you only want to send.
  4. Under Clients, create an OAuth client of type Web application with the redirect URI https://clickruntime.com/oauth/callback.
  5. In the ClickRuntime dashboard, open Connections, choose Gmail and enter the client ID and secret. On a personal account Google shows an unverified-app screen: click Advanced, then go to your app.

Google Docs

Documents

  1. At console.cloud.google.com, enable the Google Docs API in your project. Enable the Google Drive API too if you want to copy templates, export PDFs or list folders.
  2. Under IAM & Admin → Service Accounts, create a service account and add a JSON key.
  3. Share the doc, or the folder it lives in, with the service account's email as Editor.
  4. In the ClickRuntime dashboard, save the JSON key as a secret on Connections & secrets.

FAQ

Questions about connecting Gmail and Google Docs

Does it send documents without me checking?
Only if you ask it to. Many people have the email saved as a Gmail draft with the document linked, so they can read both before sending.
Can it send the document as a PDF?
Yes. A Google Doc can be exported as a PDF and attached to the email, or shared as a link with the access you choose.
Which emails does it look at?
The ones that match a Gmail search you set, such as a label, a sender or words in the subject. Everything else in your inbox is left alone.
Which address do the emails come from?
Your own Gmail or Google Workspace address, so replies come back to your inbox as usual.
Can it read Docs to write email replies?
Yes. A Doc can be used as reference text, and the built-in AI can draft replies from it.
Does it keep email formatting in the Doc?
It writes plain text and simple formatting. Complex email layouts are simplified.
How often does it check Gmail?
As often as every 5 minutes, or on a slower schedule.

Related pages

Keep exploring

Tell your assistant what Gmail and Google Docs should do together

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