# Give an agent your Google files and calendar

> Connect Google Calendar, Sheets, Docs, Slides, Drive or Contacts, choose which files and calendars each agent may use, and decide who can ask about them.

Connect your Google account once, then choose, agent by agent, the files and
calendars each agent can use. An agent only ever reaches what you chose for it.

## Connect a Google card

1. Open **Integrations** and choose a Google card: Google Calendar, Google Sheets,
   Google Docs, Google Slides, Google Drive, Google Contacts or Google Chat.
2. Read **What this lets agents reach**, choose the access level if the card has
   one, and choose **Sign in with Google**.
3. On Google's page, leave every box ticked and approve.

<!-- SCREENSHOT: the Google Sheets card with "What this lets agents reach" and the Sign in button -->

Google may show "Google hasn't verified this app". Choose **Advanced**, then
**Continue**. The warning goes away once Google finishes its review of the
sensitive permissions (Calendar booking and Contacts). The cards that need only
the files you pick, and Calendar's "Find free time", show no warning.

If you untick a box, Omni Octo tells you which permission Google did not grant and
changes nothing; sign in again and leave every box ticked.

## Choose files for an agent

Open the agent, then **Tools**, and find the Google card. Choose **Choose files**
(Sheets, Docs, Slides, Drive). Google's file chooser opens; pick the files this
agent may use. You can pick again at any time to add more, and remove any file from
the list.

<!-- SCREENSHOT: an agent's Tools tab with the Google files list and the Choose files button -->

- **Sheets** works on Google Sheets files. For an Excel file, open it in Google
  Sheets and choose File, then Save as Google Sheets.
- **Drive** takes any file type you pick: PDF, Word, images, Google files. A
  folder grants only the folder itself, not what is inside it.
- **Tabs.** You can tick the tabs of a sheet an agent should work in. Tabs tell
  the agent where to look; they are a hint rather than a lock.
- **Files an agent creates** through Drive (a new file or a copy) are added to
  that agent's list.
- **Workflows** choose files the same way: the whole workflow owns its files.

Only the person who signed in the Google account the agent uses can add files.
Everyone else sees "Only {name} can add files here". Google's file chooser opens on
that account.

## Several Google accounts on one card

One Google card can hold more than one Google account, for example a shared
mailbox and your own.

- **Add an account.** On the card's page, choose **Sign in with another account**.
  Google asks which account to use. Each account is listed by its email.
- **Choose an agent's account.** On the agent's **Tools** tab, the menu above the
  card's tools says which account the agent uses and who signed each one in.
  Agents you don't change use the card's default account.
- **Workflows** use the card's default account. To change it, choose **Make
  default** on another account; Omni Octo asks first, because workflows and agents
  on the default account move with it.
- **Files belong to an account.** Files are chosen with the account the agent
  uses, and the agent can use them only while it uses that account. If you switch
  the agent to another account, the files chosen with the old one stay on its list,
  greyed out. Switch back, or remove them. The file limit counts only the files of the
  account the agent uses.
- **Signing in again** must be done with the same Google account. To add a
  different person's account, use **Sign in with another account**.
- **Calendar levels** are set per card. When you move a card to **Find free time
  and book**, its other accounts show **Sign in again** and keep finding free time
  until they do.

## Calendar: two levels

When you connect Google Calendar you choose what agents can do:

- **Find free time.** Agents see when you are busy or free on the calendars you
  choose, never what a meeting is. No Google warning.
- **Find free time and book.** Agents can also read, add, move and cancel events on
  the calendars you choose. Google asks for one more permission.

You can change the level later from the card; Google opens to ask for the new
permissions, and nothing changes until you finish. Going from booking back to free
time removes the booking tools from every agent that had them, and the card names
those agents first.

Choose the calendars for each agent on its Tools tab. When an agent checks someone
else's availability, only the calendars you chose are checked.

## Contacts and Chat

- **Google Contacts** searches your contacts and, on a Google Workspace account,
  your company directory.
- **Google Chat** posts messages in the spaces you choose, sent as you. Choose the
  spaces on the agent's Tools tab.

## Who can ask

Anyone who talks to an agent with these tools can ask about what the tools read.
Tools that read nothing of yours start ticked; tick the others only if the agent
needs them. Choose "Ask the customer first" on tools that change a file or a
calendar so a person confirms before anything is written.

## If something does not work

- **"Your browser blocked Google's file picker."** Allow third-party cookies for
  docs.google.com, or use Chrome or Edge.
- **"These files were picked with a different Google account."** Pick them while
  signed in to Google as the account the integration uses.
- **"Sign-in expired. Reconnect."** Google ended the sign-in (a password change or
  a removed permission). Sign in again from the card.
- **"This integration is signed in as ..."** You signed in with another Google
  account when reconnecting. Use the account the integration was created with.
- **"Google sign-in isn't set up on this server yet."** or **"File picking isn't set
  up on this server yet."** Ask your administrator.

## Remove a Google card

Removing a card deletes Omni Octo's copy of the sign-in and the files and calendars
agents were given. Your Google account still lists Omni Octo; remove it in your
Google account's third-party access page to end access everywhere.

## Zapier

The Zapier Google Calendar and Google Sheets recipes are no longer offered for new
tools. Tools you already added keep working.