Send a document for signature from the chat and answer where it is without leaving it.
Get more done with Tidio and Google Docs integration
Produce the document a conversation calls for, filled in from what was actually said.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Workflows
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Google Docs
Write up the conversation
A Google Docs summary of what was agreed is created from the chat, which matters for claims, complaints and anything somebody may dispute later.
Produce the quote
The template becomes a filled in Google Docs quote with the products and prices discussed, ready to send while the customer is still there.
Answer from the page
A policy or process kept in Google Docs can be read in the chat, so the answer is the current version rather than an agent's recollection.
Hand over cleanly
The document created from a conversation gives the next team the whole story without a meeting to explain it.
Overview
Conversations create paperwork: a quote, a summary, a claim form, a set of notes somebody has to write up afterwards. Connected to Tidio through Zapier or the Tidio API, the chat can create a Google Docs document from your template with the details already in it, and it can read from a document too, so an answer comes from the page your team maintains rather than from memory.
Key features
- Create a document from a chat using the Google Docs template your team approved
- Fill it from the conversation so nobody retypes what the customer already said
- Answer from a document when the Google Docs page is where the policy lives
- Share it in the thread so the customer has the write up before they leave
Google Docs
Workflows
Tags
Workflow Automation
Lead Capture
How it works
Connect Google Docs in minutes
1
Connect Tidio and Google Docs
Link them with Zapier, Make or the Tidio API and choose which Google Docs templates and folders the chat may use.
2
Map the fields
Decide what the conversation captures and where it lands in the Google Docs template.
3
Create and share
The document is generated from the chat, and Google Docs keeps it where your files belong.
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Check availability and book a Google Calendar slot inside the conversation.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Google Docs integration
Can it use our own template?
Yes. The workflow copies your Google Docs template and replaces the placeholders with what the conversation captured, so the output looks like your paperwork.
Where do the documents end up?
In the Drive folder you choose, usually organized by account or by date, with the link shared in the conversation and stored on the record.
Is the Google Docs integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Google Docs integration.