Draft documents and build data analysis tables with AI in Google Docs and Sheets | Alpha | PandaiTech

Draft documents and build data analysis tables with AI in Google Docs and Sheets

Learn how to use Google Workspace AI to quickly generate document drafts and extract information from Google Drive or Gmail to create tables directly in Google Sheets.

Learning Timeline
Key Insights

Advantages of Direct Integration

You no longer need to copy and paste content into an external ChatGPT or Gemini. With this integration, the AI can directly and securely read files from your Drive and email.

File Context Tip

Using the '@' symbol while writing prompts in Google Docs is the fastest way to tell the AI which file to reference without having to upload files manually.
Prompts

Prompt for Generating Drafts Based on Existing Files

Target: Google Docs (Gemini)
Generate a first draft for a project proposal based on @[Nama_Fail_Rujukan] and make it professional.

Prompt for Searching Information & Building Tables

Target: Google Sheets (Gemini)
Create a table showing all recent travel expenses from my Gmail and Google Drive files from the last month.
Step by Step

Generating Document Drafts with Gemini in Google Docs

  1. Open a new Google Docs document.
  2. Click the 'Help me write' button or the 'Generate a doc' box that appears at the top of the document canvas.
  3. Type your prompt in the provided input box.
  4. Use the '@' (at-mention) symbol to reference specific files from your Google Drive to provide context to the AI.
  5. Click the 'Create' button to automatically generate the draft.
  6. Use the 'Ask Gemini' panel on the right to make further adjustments, such as selecting the 'Match doc format' option to align the writing style.

Building Automated Data Tables in Google Sheets

  1. Open a new Google Sheets file.
  2. Click the 'Ask Gemini' icon in the top right corner to open the AI side panel.
  3. Enter a prompt in the chat box specifying the data you want to collect.
  4. Ensure your prompt instructs Gemini to search for information from specific sources such as Google Drive, Gmail, or web search.
  5. Wait for Gemini to process the information and generate a table directly into your spreadsheet.
  6. Use the 'Fill with Gemini' feature to automatically complete empty data based on existing data patterns.

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