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Use connected tools in Chat

Ask Chat to search Drive or the web, check calendar availability, or create and update calendar items. Learn what each source can do and how to request it.

Search or read a Drive file#

Try requests such as:

  • "Find the inspection report in Drive."
  • "Search Drive for the Henderson contract and open the first result."
  • "Summarize the report."
  • "Find the section about maintenance responsibilities in that file."

Search results identify matching files. When several files match, choose one from the options Chat shows. To read, summarize, extract, or search inside a file, ask for that work directly. Drive must be connected and Drive automation must be on. Under Settings > Integrations > Drive, choose the search scope. In Folders only mode, Chat searches folders you selected; in Entire Drive mode, it searches across Drive. See Connect Google Drive and Choose selected folders vs full Drive.

Attach a Drive file to a draft#

Ask Chat to attach a file to the draft you're working on, for example, "Attach the inspection report from Drive to this draft." You can also ask for a new draft and name the file to attach. Chat stages the attachment and asks you to confirm before it adds the file. See Understand Chat confirmations.

Search the web#

Ask for current information from outside your connected Google data, such as "Search the web for the current property tax rate in Mississauga." The Web research default in the Replies section of Settings > AI preferences > Research & Tools > When to use also applies to Chat. When it is set to Off, Chat won't use web search. See Set tool defaults for Calendar, Drive, and web research.

Check or change your calendar#

Ask whether you're free, such as "Am I available Tuesday afternoon?" You can follow up by asking for a hold or event at a time Chat found. Use a hold to block time for yourself without inviting anyone. Ask for an event to add a meeting or appointment to your calendar, and name anyone you want invited. You can also ask Chat to update an existing event, for example, "Move the Henderson showing to 3 p.m."

Chat stages calendar changes and asks you to confirm before applying them. Calendar use depends on your Google Calendar connection and selected calendars. See Choose which calendars dreamif.ai uses. The Calendar and Drive defaults in the Replies section of Settings > AI preferences > Research & Tools > When to use also apply to Chat. If either tool is set to Off, Chat won't use it. Nurture has its own defaults for nurture messages. See Set tool defaults for Calendar, Drive, and web research.

To search for an existing event or cancel one, see Search and change calendar events in Chat. You can also ask Chat to change supported calendar settings; see Change assistant settings in Chat.

Use the same tools by voice#

Browser voice in Chat and phone voice use the same assistant tools. For voice-specific steps, see Search Drive by voice, Search the web by voice, or Check calendar availability by voice.

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