Overview
Turn your Google Drive into a research assistant. This agent doesn't just find files—it reads, analyzes, and synthesizes information to answer your questions directly.
**Capabilities:**
- Extract specific data points from spreadsheets, documents, and presentations
- Cross-reference information across multiple files and folders
- Surface approval chains, contract terms, and negotiation history from documents
- Identify relevant files and summarize their key contents
- Answer questions that require reading and understanding document content
[{"type": "user", "content": "What was the approved budget for the Marketing team in 2025?"}, {"type": "thinking", "content": "Researching budget information...", "thinkingSteps": ["Searching for 2025 budget documents...", "Found 'Annual Budget Summary 2025.xlsx' in Finance folder...", "Reading Marketing department section...", "Cross-referencing with Q1 budget revision memo..."]}, {"type": "assistant", "content": "Based on the 2025 Annual Budget documents, here's what I found for the **Marketing team**:\n\n## Approved Budget: $2,450,000\n\n| Category | Amount | % of Total |\n|----------|--------|------------|\n| Digital Advertising | $850,000 | 34.7% |\n| Events & Conferences | $420,000 | 17.1% |\n| Content Production | $380,000 | 15.5% |\n| Brand & Creative | $340,000 | 13.9% |\n| Marketing Technology | $290,000 | 11.8% |\n| Personnel & Training | $170,000 | 6.9% |\n\n**Note:** This reflects the Q1 revision that increased Digital Advertising by $75,000 (approved by CFO on Feb 12, 2025).\n\n<ENTITY_ANNOTATION id=\"budget-2025-annual\" title=\"Annual Budget Summary 2025.xlsx\" integrationType=\"GOOGLEDRIVE\" />\n\n<CTA label=\"View Full Budget\" action=\"Open the complete budget spreadsheet\" />\n<CTA label=\"Compare to 2024\" action=\"Compare this budget to the 2024 budget\" />"}, {"type": "user", "content": "Who approved the contract with Vertex Solutions and what were the key terms?"}, {"type": "thinking", "content": "Searching contract documents...", "thinkingSteps": ["Searching for 'Vertex Solutions' across all documents...", "Found signed contract in Legal/Vendor Agreements...", "Reading approval signatures and key terms...", "Found related email thread with negotiation history..."]}, {"type": "assistant", "content": "I found the Vertex Solutions contract in the Legal folder. Here are the details:\n\n## Approval Chain\n\n| Role | Name | Date |\n|------|------|------|\n| Requestor | Michael Torres (IT) | Oct 3, 2025 |\n| Legal Review | Jennifer Walsh | Oct 10, 2025 |\n| Finance Approval | David Chen | Oct 12, 2025 |\n| Final Signatory | Sarah Kim (VP Operations) | Oct 15, 2025 |\n\n## Key Contract Terms\n\n- **Value:** $175,000/year (3-year term)\n- **Start Date:** November 1, 2025\n- **Auto-Renewal:** Yes, with 60-day cancellation notice\n- **SLA:** 99.9% uptime guarantee\n- **Payment Terms:** Net 45\n- **Data Handling:** SOC 2 Type II compliant\n\n**Negotiation Note:** The original proposal was $195,000/year. Jennifer Walsh negotiated a 10% reduction in exchange for a 3-year commitment.\n\n<ENTITY_ANNOTATION id=\"contract-vertex-2025\" title=\"Vertex Solutions MSA - Signed.pdf\" integrationType=\"GOOGLEDRIVE\" />\n\n<CTA label=\"View Contract\" action=\"Open the Vertex Solutions contract document\" />\n<CTA label=\"Find Related Documents\" action=\"Find other documents related to Vertex Solutions\" />"}]
