Create, find and update Google Docs during a phone call with AgentCalls.

Connect Google Docs and your agent can create documents from a caller's request, copy a template for a new client, and add notes or bullet points while the call is still going. It can also look up a document by title and read back what it needs. Your agent works inside the documents you already keep, so the paperwork is ready before the call ends.

What your agent can do with Google Docs

  • Create a new document during a call, with a title and opening text from the conversation
  • Copy a template document for a new client, booking or order
  • Find an existing document by name and read back the key details
  • Add headers, footers, footnotes and bullet points to a document
  • Create named ranges so later updates can target the right section

Google Docs exposes 46 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound intake for a new client

  1. Caller

    Hi, I'm Priya Shah. I'd like to start with your bookkeeping service this week.

  2. Agent

    Welcome, Priya. I'll open a client intake document for you now. Can you spell your business name and tell me your main service?

  3. Caller

    It's Shah Design Studio. We need quarterly tax filings and payroll help.

  4. Agent

    Thanks. I've created the intake sheet with your name, business and both services. Someone from our team will send the engagement letter by Thursday.

Looking up a quote during a call

  1. Caller

    Can you pull up the quote we sent Mr. Harris last month? I want to check the scope.

  2. Agent

    I found 'Harris Kitchen Refit Quote'. It covers new cabinets, two sinks and electrical work, with a total of 8,400 dollars.

  3. Caller

    Good. Can you add that the start date depends on permit approval?

  4. Agent

    Done. I've added the note under the payment terms section of that quote.

Outbound follow-up with a template

  1. Agent

    Hello, this is calling from the Bennett Dental office. Am I speaking with Laura?

  2. Caller

    Yes, that's me.

  3. Agent

    Great. I've prepared your post-treatment care sheet from our template and added your name and appointment date of 14 March. I'll email it to you right after this call.

How to connect Google Docs

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Google Docs

    From Integrations in the dashboard, choose Google Docs and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Google Docs actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Questions, answered.

Does it work during the call or after it?

Both. Your agent can create, find and update Google Docs while the caller is still on the line, and it can also run tasks after the call ends.

What do I need to connect Google Docs?

You need a Google account with access to the documents you want the agent to use. Sign in to Google Docs from the AgentCalls dashboard with one click.

Which plan includes this integration?

Integrations, including Google Docs, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Google Docs.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.