Google Docs integration

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Use the Google Docs integration to let agents create, read, find, append to, and fill template documents through Action Tools.

Authentication	Actions	Workflow triggers
OAuth 2.0	6	1

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Supported actions

Actions are Google Docs operations that an agent runs as Action Tools during a conversation. You can also run them from an Integration node in a workflow.

Action	Use it to
Create Document	Create a document.
Read Document	Read a document’s content.
Find Document	Find a document by name, and optionally create it.
Append text to google docs	Append text to the end of a document.
Edit template file	Fill a template document’s placeholders with values.
Custom API Call	Call any API endpoint the other actions don’t cover.

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Workflow triggers

Triggers are Google Docs events that start a workflow automatically. Select them as app triggers when you configure a workflow.

Trigger	Fires when

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Prerequisites

• A Google Cloud project with the Google Docs API and Google Drive API enabled, and an OAuth consent screen.

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Set up the integration

1. Create a Google OAuth client

   Create an OAuth client ID of type Web application, add the Artemis Callback URL to Authorized redirect URIs, and copy the Client ID and Client Secret. See Using OAuth 2.0 to access Google APIs.

2. Create the auth profile

   In Integrations, select Google Docs > Connect. On Project Auth Profiles, select New Profile > Integration Profile > Google Docs > Continue. Enter the Client ID and Client Secret, select Create Profile, and then select Authorize. Artemis pre-fills the Google endpoints.

   Usage Mode: Preconfigured shares one authorization across users; JIT and Preflight ask each user to authorize, during or before the session. See Auth profiles.

3. Create the action tool

   In Tools, select New Tool > Action > Google Docs > Continue. Select the Action and Auth Profile, set parameter defaults (leave a value empty for the agent to supply at runtime), and select Create Tool. Then assign the tool to an agent.

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Action reference

Create Document

Parameter	Type	Description
title	string	Document title.
body	string	Document content.

Read Document

Parameter	Type	Description
documentId	string	ID of the document.

Find Document

Parameter	Type	Description
name	string	Document name.
folderId	enum	Folder to search.
createIfNotFound	boolean	Creates the document if it isn’t found. Default: False.
newDocumentProps	object	Properties of the new document.

Append text to google docs

Parameter	Type	Description
text	string	Text to append.
documentId	string	ID of the document.

Edit template file

Replaces placeholders such as [[name]] or {{name}} with the values you provide.

Parameter	Type	Description
template	string	ID of the template document.
values	object	Placeholder keys and values. Enter key names only, without [[ ]] or {{ }}.
images	object	Image ID (from Read Document) mapped to an image URL.
placeholder_format	enum	Placeholder format. Default: Square Brackets [[]].

Custom API Call

Parameter	Type	Description
url	object	Endpoint URL.
method	enum	HTTP method.
headers	object	Additional request headers. Artemis injects the authorization header.
queryParams	object	Query parameters.
body_type	enum	Body type. Default: None.
body	object	Request body.
response_is_binary	boolean	Turn on for binary responses. Default: False.
failsafe	boolean	Returns no error when the call fails.
timeout	number	Timeout, in seconds.
followRedirects	boolean	Follows HTTP redirects. Default: False.

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Troubleshoot common issues

Issue	Resolution
redirect_uri_mismatch	Add the exact Callback URL to the OAuth client’s Authorized redirect URIs.
403 Insufficient Permission	Confirm the profile’s scopes cover the action, and then authorize again.
Placeholders aren’t replaced	Match placeholder_format to the template, and enter key names in values without brackets.
Document not found	Share the document with the authorized account, or check the document ID in its URL.

Related articles:

• Auth profiles
• Action Tools
• Google Docs API