Overview
Google Workspace integration provides calendar sync for meeting scheduling and document access (coming soon). [SCREENSHOT: Google Workspace integration connected]Benefits
Calendar Sync
Auto-schedule meetings with availability checks
Meeting Reminders
Automated reminders before calls
Document Access
Access customer docs in Drive (coming soon)
Single Sign-On
Use Google account for Thread login
Setup Instructions
Grant Permissions
Allow Thread to:
- Read/write calendar events
- Access Drive files (optional)
- View email address
Configure Calendar
Connectors → Google Settings:
- Select default calendar
- Set availability preferences
- Configure meeting defaults (duration, buffer time)
Features
Calendar Integration
Capabilities:- Auto-schedule based on availability
- Create calendar invites
- Send meeting reminders
- Sync meeting updates
- Track attendance
- Suggest meeting times based on both calendars
- Auto-reschedule if conflicts arise
- Post-meeting action triggers
Drive Integration (Coming Soon)
Planned features:- Access customer-shared docs
- Upload documents to shared folders
- Track document versions
- Collaborative editing
Use Cases
1. Kickoff Call Scheduling
Workflow:- Kickoff milestone starts
- Meeting action triggers
- Thread checks CSM + customer availability
- Suggests times
- Creates calendar invite
- Sends reminders
2. Training Session Coordination
Workflow:- Training milestone starts
- Multiple sessions need scheduling
- Thread books all sessions
- Calendar invites sent to attendees
- Reminders automated
Best Practices
Set Buffer Time
Add 15-min buffer between meetings for prep
Default Duration
Configure standard meeting lengths (30/60 min)
Time Zones
Verify customer timezone settings are correct
Reminders
Send reminders 24hrs and 1hr before meetings
Troubleshooting
'Calendar Conflict' Error
'Calendar Conflict' Error
Cause: Meeting time already bookedSolution: Choose different time or override conflict
Customer Didn't Receive Invite
Customer Didn't Receive Invite
Cause: Wrong email or spam filterSolution: Verify email address, ask customer to check spam