Google Docs logo

Documents · Integration

Google Docs AI that works inside your practice's workflows.

Agents that read your practice documents, fill in your templates, and add to the notes your team already keeps.

Your practice already runs on documents: intake summaries, a policies handbook, a referral letter template, the running notes from team meetings. Connect Google Docs and your agents can read a document, add to it, fill in a template, or start a new one as a step in any workflow. Luna can find and add to your documents from the chat too.

Request a demoAll integrations

What it does

What the Google Docs integration does.

Each Google Docs step takes one instruction in plain English. The agent reads the document first, then makes the change you asked for.

  • Reads any document you pick and passes what it says to the steps after it.

  • Adds new text at the end, or under the heading or paragraph you name.

  • Fills in a template by swapping its placeholder text for the details the workflow collected.

  • Creates a fresh document on every run when you want one per client or per week.

  • Records every change it makes: what it wrote, where, and which workflow wrote it.

  • Lets you ask Luna to find a document, read it, or add to it. She checks with you before she writes.

Examples

What your agents do with Google Docs.

  • 01

    A summary ready before the first session

    A new client books through your booking widget. A Docs step creates their intake summary from your template, filled in with what they told you on the form, and the link goes to their clinician on Slack.

  • 02

    Replies that follow your current policy

    Your cancellation policy and fee schedule live in a Google Doc that changes a few times a year. The agent reads the document before it drafts a reply, so answers quote the policy as it reads today, not the version from last spring.

  • 03

    A weekly log nobody has to write

    Every Friday you want a record of the week's new inquiries and bookings. A scheduled workflow adds the week's figures to the end of your running document under a dated heading, ready for Monday's team meeting.

Getting connected

How Google Docs connects to Vybz.

Step 1

Sign in with Google

An admin approves access in a Google sign-in popup. If you already connected Google Sheets, it is the same account, and one more click allows Docs.

Step 2

Pick a document, or ask for a new one

Each step works on one document you choose, or creates a new document every time it runs.

Step 3

Say what the step should do

Write the instruction in plain language. On the Google Docs page you can read a document or add a test line first, to see it working before any workflow uses it.

FAQ

Frequently asked questions.

Is Google Docs HIPAA compliant?

Google Docs can hold patient information when your practice uses a Google Workspace account and has accepted Google's Business Associate Agreement, which a Workspace admin does from the Admin console. A personal Gmail account is not covered. Vybz works with whichever Google account you connect, so connect your practice's Workspace account.

Can the agent change what is already in my document?

Yes, when your instruction asks it to. A step can replace text, such as the placeholders in a template, or add text after a paragraph you name. It reads the document again right before every change, so it does not write over an edit someone made a moment earlier, and every change is recorded.

Where do new documents go?

Into My Drive for the Google account you connected. You can move or share them from there like any other document, and the workflow passes the new document's link to the steps after it.

Do I need a separate connection if I already use Google Sheets?

No. Docs uses the same Google connection as Sheets. If you connected before Docs was available, open the Google Docs page and press Allow Google Docs once. Your existing Sheets steps keep working.

What can Luna do with my documents?

Luna can find a document by name, read it, and add new text at the end. She shows you what she plans to add and waits for you to confirm. Editing the middle of a document and creating new documents are done by workflow steps.

Get started

Bring AI agents to your Google Docs workflow.

See how Vybz agents work with the tools your practice already uses. We'll walk you through it on a live demo.

Request a demoSee live demos