Learning Timeline
Key Insights
Data Privacy and Security
While Gemini Agent can read your emails, this data is processed 'on-the-fly' only to respond to your current chat session and is not used to train Google's AI models without your explicit consent.
Search Limitations
If Gemini fails to find a specific invoice, try varying the keywords in your prompt (e.g., use terms like 'Order Confirmation' or 'Subscription' instead of just 'Invoice'), as the Agent relies on the quality of search queries within Gmail.
Data Verification Tip
Always cross-check the total amounts calculated by Gemini. While it is excellent at extracting data, the AI can sometimes misinterpret different currency formats when they appear within the same table.
Prompts
Finding & Summarizing Expenses
Target:
Gemini
@Gmail help me find all invoices or receipts from my inbox for the last 30 days. Extract the date, vendor name, and total amount. Present this information in a clear table format and calculate the total expenditure.
Step by Step
How to Enable the Google Workspace Extension
- Open your web browser and go to gemini.google.com.
- Ensure you are logged in using an account with a Gemini Advanced subscription.
- Click on the 'Settings' icon (gear icon) located at the bottom of the left sidebar menu.
- Select 'Extensions' from the list that appears.
- Look for the 'Google Workspace' option in the extensions list.
- Click the toggle switch to 'On' to allow Gemini to access your Gmail, Drive, and Docs data.
- Click 'Connect' if a permission confirmation window appears.
Analyzing Invoices Using Gemini Agent
- Return to the main Gemini chat interface.
- Type the '@' symbol in the prompt box to call an extension.
- Select 'Google Gmail' from the dropdown list provided.
- Enter specific instructions to find invoices or receipts (refer to the Prompt Card).
- Press 'Enter' and wait for Gemini to automatically scan your Gmail inbox.
- Review the summary table generated by Gemini, which includes the date, company name, and total expenditure.
- Click on the source links provided below Gemini's response to verify the original email if necessary.
