How to Set Up Google Workspace for AI Sales Intelligence

Étapes

1. 1

   Connect Google Calendar

   Start by connecting Google Calendar at Settings > Integrations > Google Calendar. This enables automatic meeting detection, preparation triggers, and availability sync.

2. 2

   Connect Gmail

   Next, connect Gmail to enable email tracking, post-meeting follow-up automation, and complete communication history alongside meeting data.

3. 3

   Connect Google Meet

   Finally, connect Google Meet to enable AI coaching during video meetings, automatic recording, and post-call summary generation.

4. 4

   Configure the unified workflow

   Set up the complete workflow: Calendar detects meetings → Gmail provides email context for prep → Meet enables AI coaching during calls → Gmail sends AI-drafted follow-ups after.

5. 5

   Test end-to-end

   Schedule a test meeting, review the AI-generated prep brief with email context, join the Google Meet call with AI coaching enabled, and verify the follow-up email is drafted in Gmail.

Questions fréquentes

Skills & Connections associés

Préparation de meeting

Briefs de recherche pré-meeting automatisés avec intelligence d'entreprise, mapping des parties prenantes et génération de points de discussion.

productivityresearchpreparation

Séquences de follow-up

Séquences de follow-up post-meeting intelligentes avec brouillons d'e-mails automatisés, optimisation du timing et suivi de l'engagement.

outboundemailautomation

Gmail

Gmail integration for email tracking, meeting follow-up automation, and complete customer communication history.

email

Google Calendar

Synchronisation bidirectionnelle Google Calendar pour la planification, la gestion de disponibilité et les déclencheurs automatiques de préparation de meeting.

productivity

Google Meet

Google Meet integration with meeting recording, AI transcription, real-time coaching, and post-call intelligence.

communication