Skip to content
ClickRuntime

Connect Gmail, Google Docs and Google Sheets

Many reports, contracts and letters start as a row in Google Sheets, become a Google Doc and leave as a Gmail message. One automation can do all three steps, so nobody copies values between tabs or attaches files by hand.
Add to ChatGPTAdd to Claude
Works inChatGPTClaudeClaude CodeCursorCodexVS CodeGemini CLIZedopencodeAny MCP client

Workflows

What Gmail, Google Docs and Google Sheets can do together

Each of these is one automation that uses all three apps. Copy a prompt into your assistant and change the details to fit.

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.

Log invoice emails, then write a monthly summary

Every 15 minutes, read new emails labeled Invoices, add vendor, amount and due date to my Invoices sheet, and on the 1st of each month write a Google Doc summarizing last month's totals.

Monthly client report from a sheet

On the first Monday of each month, write a report Doc for each client in my Clients sheet using their row's numbers, and email it to the client's contact.

Meeting notes from email to a Doc and task list

When I forward an email to myself with the label Notes, add a summary to my running Notes doc and put any action items in my Tasks sheet with the owner and due date.

Use cases

Why people use Gmail, Google Docs and Google Sheets together

  • Documents from spreadsheet rows

    Operations and HR teams keep the details in a sheet and need a filled-in Doc for each row, such as an offer letter or a statement of work. The automation fills a Docs template from each new row and emails the result.

  • Inbox data into a sheet, summary into a Doc

    Orders, invoices or form replies arrive by email. The automation logs the fields to a sheet and writes a weekly summary Doc that the team can comment on.

  • Client reports on a schedule

    Agencies track numbers per client in Sheets. Each month the automation writes a report Doc for every client and emails it from your own Gmail address.

Ready-made ideas

Start from two of the three apps

These automations use two of the apps. Ask your assistant to add the third as an extra step.

Gmail + Google Docs

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

Gmail + Google Sheets

Daily

Copy a table from a web page into a sheet every morning

Each morning the listings on a page you choose are added to your Google Sheet, and you get the same rows by email as a CSV.

See how it works
Every 10 minutesAI

Log PDF invoices from Gmail in a spreadsheet

Every invoice that arrives by email is added as a row in your Invoices sheet with supplier, date, number and total.

See how it works
Daily or weeklyAI

Draft a LinkedIn post from your content sheet every weekday

Each weekday you get an email with a ready-to-edit LinkedIn post about the next idea in your Content sheet.

See how it works

Google Docs + Google Sheets

Every hourAI

Summarise new Google Docs into a sheet

Every new document in your folder gets a short summary added to a Google Sheet, with its title and link.

See how it works
Every 30 minutesAI

Turn companies in a sheet into research briefs in Google Docs

Add a company to your sheet and a research brief appears in a Google Doc, with the link written back into the row.

See how it works
Every hourAI

Turn keywords in a sheet into article drafts in Google Docs

Mark a keyword Ready in your sheet and an outline appears in a new Google Doc, with the link written back to the row.

See how it works

Build your own

Build any Gmail, Google Docs and Google Sheets automation you can describe

The workflows above are examples. Describe your own steps across Gmail, Google Docs and Google Sheets, plus any other app 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.

Setup

Connect each app once

Every workflow on this page uses the same 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.

Google Sheets

Spreadsheets

  1. In the ClickRuntime dashboard, open Connections and choose Google Sheets.
  2. Sign in with your Google account and allow access.
  3. Pick the spreadsheets the automation may use. It can't see any other file in your Drive.

FAQ

Questions about connecting Gmail, Google Docs and Google Sheets

Do the documents come from my own Google account?
Yes. The automation uses your Google connection, so Docs are created in your Drive and emails are sent from your Gmail address.
Can it use my existing Docs template?
Yes. Tell your assistant which Doc to copy and which placeholders to replace, such as {{name}} or {{amount}}.
Is this one automation or three?
One. A single script reads the sheet, writes the Doc and sends the email, so the steps always happen in order.

Related pages

Keep exploring

Tell your assistant what Gmail, Google Docs and Google Sheets should do together

Free plan. No credit card.

Add to ChatGPTAdd to Claude