Using Google Docs with ZoomMate and Zoom Virtual Agent

The Google Docs integration enables users to create, edit, and manage Google Docs documents directly through ZoomMate agentic workflows. This streamlines your workflow by enabling automated document creation and management without switching between applications, helping you work more efficiently during meetings and collaboration sessions. You can also use Google Docs with other ZoomMate workflows and agents for enhanced document automation capabilities. Additionally, admins can connect Google Docs to Zoom Virtual Agent via the Zoom web portal, enabling voice or chat agents to access supported tools.

Requirements for using Google Docs with ZoomMate and Zoom Virtual Agent

ZoomMate requirements

Zoom Virtual Agent requirements

Table of Contents

How to use Google Docs in ZoomMate agentic workflows

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Authorizing the Google Docs app allows ZoomMate to access your Google Docs documents and content for automated creation and management.
Windows | macOS | Linux
  1. Sign in to the Zoom desktop app.
  2. In the navigation bar, click the ZoomMate tab .
    Note: If you do not see the ZoomMate tab , click the More tab, then click ZoomMate .
  3. In the side menu, click Workflows.
  4. Under Workflows, click + Create.
  5. Click the Start with a node button, then under Apps, click Google Docs.
  6. Select from the available predefined nodes.
  7. Click Authenticate if the message Missing credentials or scopes appears.
Web
  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click the Zoom Products icon .
  3. In the Zoom Products menu, click AI Companion.
    AI Companion will open in a new browser tab.
  4. Under Workflows, click + Create.
  5. Click the Start with a node button, then under Apps, click Google Docs.
  6. Select from the available predefined nodes.
  7. Click Authenticate if the message Missing credentials or scopes appears.

Google Docs nodes available in agentic workflows

The following workflow nodes are available when Google Docs is connected to ZoomMate.

 
Node nameDescriptionFields that can be managed
Search DocumentsSearch for Google Docs using various filters, including name, content, date ranges, and more.
  • Search Query
  • Max Results
Update MarkdownReplace the entire content of an existing Google Docs document with new Markdown text; requires edit permissions for the document.
  • Document ID
  • Markdown Content
Create DocumentCreates a new Google Docs document using the provided title as the filename and inserts the initial text at the beginning if non-empty.
  • Document Title
  • Document Text
Get Document By IDRetrieves an existing Google Document by its ID; will error if the document is not found.
  • Document ID
Copy DocumentCreates a copy of an existing Google Docs document.
  • Source Document
  • New Document Title
Create Document MarkdownCreates a new Google Docs document, optionally initializing with a title and content provided as Markdown text.
  • Document Title
  • Markdown Content

How to disconnect the Google Docs app

  1. Sign in to the Zoom App Marketplace as an account admin or owner.
  2. In the top-right corner, click Manage.
  3. In the navigation menu, click Added apps, then Google Docs.
  4. Click Connections.
  5. Click the ellipsis icon  , then Disconnect.
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Google Docs app configuration data is deleted automatically when you remove the Google Docs app from the Zoom App Marketplace.

How to enable Zoom Virtual Agent Google Doc integration

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration.
  4. Click AI Studio, then Integrations.
  5. Under Integrations, search for Google Doc then click Connect.
    A new tab will open to begin the authentication process.
  6. When Google Doc requests access to your account, click Accept, then Confirm to complete the connection.
  7. Once authentication is successful, the integration will appear on your Integrations page.
  8. In the navigation menu, click AI Studio then Integrations.
    You will see the Google Doc application with a Connected status.

How to reconnect the Google Doc integration

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration.
  4. Click AI Studio, then Integrations.
  5. In the upper right corner, click the four horizontal lines.
  6. In the Status column of the disconnected integration, click Re-connect.
    You will be taken to the page where you can edit the integration details.
  7. (Optional) Edit the integration details.
  8. Click Save.
    A new tab will open to begin the authentication process.
  9. In the navigation menu, click AI Studio then Integrations.
    You will see the application with a Connected status.

How to use Google Doc integration with ZVA voice or chat agents

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration.
  4. Click AI Studio, then Tool Templates.
  5. Click the Marketplace tab.
  6. Expand Google Doc for Zoom to view the list of supported tools:
  7. Create a voice or chat agent and use the desired Google Doc tools accordingly.

Data security

Communications between this app and Zoom/Google are encrypted:

This app stores access credentials in the local data store:

How your data is used

This app has access to the following information on Google Doc:

This app has the following permissions on Zoom: