Skip to main content

Trusted by teams at

  • Reddit
  • Cloudflare
  • Okta
  • Zapier
  • Dialpad
  • Prezi
  • Century 21 Canada
  • Berkshire Hathaway HomeServices Homesale Realty

What is Google Workspace automation?

Google Workspace automation means handing the routine steps in Gmail, Docs, Sheets, Meet and Drive to Gemini and AppSheet: drafting replies, summarizing threads, building tables and formulas in Sheets, writing meeting notes and moving requests from one person to the next.

On Workspace Business and Enterprise plans, Gemini and AppSheet Core are both already included, so the work is choosing which tasks to hand over and building the flows around them.

Two colleagues talking over a laptop and printed pages in an office

What we automate

Email and communication

Drafted replies and thread summaries in Gmail, so status mail stops being written from scratch.

Document drafting and summarization

First drafts and summaries in Docs, started from your own templates and files.

Data generation and analysis

Tables created, formulas written and questions about your data answered in Sheets.

Meeting intelligence and transcription

Gemini writes up the summary, decisions and action items from Google Meet; Meet's Transcribe feature adds a transcript.

Workflow orchestration with AppSheet and Gemini

Approvals, requests and handoffs as AppSheet apps on your Workspace data.

Before and after automation

The same work, with Gemini and AppSheet doing the routine parts.

TaskDone by handAutomated with Gemini
Status updatesCopied from several threads and documentsSummarized from the source and drafted for review
Meeting follow-upSomeone takes notes and chases action itemsNotes and action items shared after the call
ReportsData pulled and formatted every weekTables and formulas drafted by Gemini in Sheets, then checked
Requests and approvalsEmail chains and spreadsheetsAn AppSheet app that routes and tracks each request
A professional on a video meeting taking notes

Choosing what to automate

Pick tasks with one owner who wants them gone, then measure. Workspace admins can see Gemini usage reports in the Admin console, so you can tell whether a team is using what was built or has quietly gone back to doing it by hand.

PremierGoogle Cloud Partner for Workspace
U.S.-basedsupport team

How to automate a workflow

  1. List the repeat workAsk each team which tasks they do the same way every week, and how long each takes.
  2. Sort by toolGemini inside the app, an AppSheet flow, or an integration for anything outside Workspace.
  3. Build and test with the teamSet up the Gemini features and AppSheet flows, and run them on a week of real work before the old way is switched off.
  4. Train and measureShow each team the automations for its own work, then check Gemini usage reports in the Admin console to see what stuck.
An operations manager checking a workflow on a tablet in a warehouse

Workspace automation FAQ

What Workspace admins and team leads ask before they automate.

Got a task in mind?

Describe the task and the apps it runs through. We'll say whether Gemini, AppSheet or an integration fits it.

Do we need to buy AppSheet?

Usually not. AppSheet Core comes with Business and Enterprise editions, Frontline Starter and Standard, Education Standard and Plus, Enterprise Essentials Plus and Nonprofits, for domain-verified users. Simple apps on Workspace data run on Core.

When do we need AppSheet Enterprise Plus?

When an app connects to SQL databases or BigQuery, signs people in through Active Directory or Okta, uses OCR or predictive models, or uses Gemini in AppSheet Solutions.

Which tasks should we automate first?

Frequent, rule-based work with one owner: weekly status updates, meeting follow-up, recurring reports and request approvals. Leave anything where a wrong output reaches a customer until the team trusts the flow.

Is this the same as a Google Workspace with Gemini rollout?

No. A Google Workspace with Gemini rollout gets Gemini to your teams. Workspace automation builds Gemini and AppSheet into specific workflows.

Can automations reach systems outside Workspace?

Yes, through integrations with your CRM, ERP, HRIS and core systems, which our Gen AI consulting and development team builds.

Get time back every week

Tell us the routine work your teams want gone and which Workspace plan you're on. A Google expert will tell you what Gemini and AppSheet can take over.

  • Google Cloud Premier Partner, working only on Google Cloud and Workspace for more than a decade
  • U.S.-based support team

Free AI starter kit

From your data to your first AI agents, in four steps

Google's AI starter kit for lean teams: your four-step guide from data to agents.

  • Four steps, from a first no-code win to a multi-step agent workflow
  • Use cases with sample prompts, plus the ABCD prompting technique
  • Best practices for data quality, governance and human oversight