How to Set Up Google Workspace for AI Sales Intelligence

Passos

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.

Perguntas frequentes

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Sequências inteligentes de follow-up pós-reunião com rascunhos automatizados de e-mail, otimização de timing e tracking de engajamento.

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

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Google Meet

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

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