VantegrateNative API integrationIntegrate Google Workspace with AI agentsfrom the inbox to your ERP, filed in Drive
Vantegrate's AI agents connect to Gmail and Google Drive through Google's official APIs with OAuth 2.0: they process the invoices and purchase orders that land in a dedicated inbox, load the data into your ERP, file the original in Drive and alert your team by email with context. Your Workspace admin decides which apps get in and with which permissions.
How the data flows
What does it mean to integrate Google Workspace with Vantegrate's AI agents?
Integrating Google Workspace with Vantegrate's AI agents means connecting Gmail and Google Drive through their official APIs so the agent processes the documents that arrive by email, loads the data into your ERP or CRM, files the original in Drive and alerts your team with context. Access runs on OAuth 2.0 with the scopes your Workspace admin approves.
That is different from forwarding attachments by hand or giving a tool access to every mailbox. The agent works on the inbox and folders you define, and your admin stays in control: the app and its scopes show up in the Admin console, where it can be limited or blocked. Scheduling has its own page: the Google Calendar integration.
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What data moves between the agent, Gmail and Google Drive
The agent works on the Gmail API and the Drive API in real time: it learns about every new email in the inbox you define and files what it processes in Drive.
Attachments that arrive in Gmail
With a Gmail push subscription on a Cloud Pub/Sub topic, the agent learns about every new email in the invoice inbox and downloads the attachment, with nobody forwarding anything.
Files organized in Google Drive
The original and the result land in the Drive folder you define (by vendor, customer or month), with the link saved on the ERP or CRM record.
Email alerts with context
When a case needs a person, the agent emails the rep or the approver through Gmail with the summary, the document and the link to the record.
How the integration works, step by step
Vantegrate handles the setup and rollout. Your IT team approves, validates and starts using it.
Connection through the official APIs
We connect the Gmail API and the Drive API over OAuth 2.0: the inbox's own account authorizes its access, or your super admin enables a service account with domain-wide delegation and narrow scopes.
Scopes and API controls
We pick the narrowest scope for each task (reading the inbox, sending alerts, saving the files the agent creates), and your admin allows the app in the Admin console's API controls.
Rules for each document
We define which emails count as documents (by label or sender), how originals are filed, what gets loaded into the ERP and who receives each alert.
Validation with real emails
We test with a sandbox inbox and real documents, renew the Gmail subscription before it expires and roll out in phases.
What your Google Workspace admin controls
In Google Workspace, the admin has the final word on any integration. In the Admin console (Security, Access and data control, API controls), they decide which apps can access the organization's data and at what level: Trusted, Limited, Specific Google data or Blocked. For Gmail, Drive and Chat, they can also restrict high-risk scopes, such as sending email or deleting files (Google).
To act on behalf of several people, there is domain-wide delegation: the super admin authorizes a service account with a list of scopes, and the app can reach every user's data within those scopes, without asking each person for consent. That's why Google asks for narrow scopes and regular reviews of those accounts (Google). For a dedicated inbox, it's enough for that account to authorize its own access.
| Scope | What it allows, per Google | Classification | Typical use by the agent |
|---|---|---|---|
| gmail.readonly | View messages and settings | Restricted | Read the invoice inbox |
| gmail.modify | Read, compose and send, with no permanent deletion | Restricted | Also label what was processed |
| gmail.send | Send email on the account's behalf | Sensitive | Alert the rep or the approver |
| drive.file | Only files the app creates or that are shared with it | Non-sensitive | File originals and results |
| drive | View and manage all of Drive | Restricted | Avoid it if drive.file is enough |
Classification from Google's developer documentation (Gmail API and Drive API). The exact combination is defined with your admin.
The rule of thumb: one scope per task, the narrowest one that does the job, as Google recommends. If the agent only sends alerts, it doesn't read email; if it only files what it processes, it doesn't see the rest of your Drive.
From the Gmail inbox to your ERP, with the original in Drive
The typical case is the invoice or purchase order inbox. Gmail doesn't call a webhook directly: it publishes to a Cloud Pub/Sub topic, and the agent receives the inbox address and a history ID, never the email itself. With that, it fetches the new messages and downloads the attachment. The subscription is renewed at least every 7 days (Google).
Arconte extracts and validates the data from the invoice or the purchase order against your ERP, loads it, saves the original in the right Drive folder and leaves the link on the record. If something doesn't match, the approver gets an email alert with the document and the reason.
Sellium uses the same integration on the sales side: the handoff alert lands in the rep's Gmail with the summary and the link to the Salesforce record, and the PDF quote can be saved in the account's Drive folder. Metrix, the data agent, answers plain-English questions about your Google Sheets data.
Your email doesn't move: the agent doesn't copy the inbox into another system: it reads the emails you define, saves what it processes in your Drive and loads the data into your ERP or CRM.
AI governance for US IT teams: who the agent acts as
For a US IT team, the question about an AI agent is less what it can do and more who it acts as. In Okta's Businesses at Work report, 58% of organizations name AI governance and identity as their top concern, 78% cite controlling non-human identities' access and permissions as a top concern, and only 10% have a strategy to govern them (Okta).
A service account is exactly that kind of non-human identity, and Google Workspace already gives your admin the controls to govern it: the app and its scopes are visible in API controls, a service account only gets the scopes the super admin lists, and access can be blocked or removed from the Admin console. With multi-party approval turned on, authorizing domain-wide delegation also takes a second super admin (Google).
In practice, the agent never signs in with a person's password: it works through an OAuth grant or a service account, a short list of scopes and the inbox or folder you assign, and every action it takes is logged. That's the record your security team reviews, not a shared login. For how the agents run and who certifies the platforms, see the security model.
What your admin signs off on: the app's identity and its exact scopes. Anything those scopes don't cover stays out of reach, and the admin can review, narrow or block the access at any time.
You've seen how it connects. Want to walk through your case?
Tell us how your Google Workspace is set up and we'll tell you what data we need and where the agent connects.
An agent connected to your Google Workspace vs. a standalone tool
| Standalone AI tool | Agent connected to your Google Workspace | |
|---|---|---|
| Data source | Forwards and copies that drift | The original email and file, live |
| Where your data lives | In a third-party system | In your Gmail, your Drive and your ERP or CRM |
| Result of each document | Stuck in another app | Loaded into the ERP and filed in your Drive |
| Permissions and audit | Broad access to the whole account | Scopes your admin approves, with an audit trail |
| Reaching production | Often stalls as a pilot | Validated, phased rollout |
Why connect the agents to Gmail and Google Drive
Third-party figures, each with its published source, to size the suite and the mechanics. None of them is a Vantegrate result.
#2
Google Workspace among the apps with the most customers, second only to Microsoft 365
#2
Gmail in Zapier's app directory ordered by popularity; Google Drive is #5
58%
Of organizations name AI governance and identity as their top concern
1/sec
Push notifications Gmail delivers at most per watched inbox; any above that rate are dropped
Okta ranks apps by how many of its own customers use them, worldwide, and its 58% comes from a survey of business leaders. Zapier orders its directory by popularity and doesn't publish the criteria or counts. If Gmail drops a notification, the agent catches up from the inbox history.
Which agents run on your Google Workspace
Each agent uses the part of Workspace it needs, with its own scopes.
Sellium
Sales agent: when a conversation needs a person, it emails the rep through Gmail with the summary and the link to the CRM record, and it can save the PDF quote in the account's Drive folder.
Explore Sellium
Arconte
Document agent: processes the invoices and purchase orders that arrive in a Gmail inbox, validates the data against your ERP, loads it and files the original in the Drive folder you choose.
Explore Arconte
Metrix
Data agent: answers plain-English questions about the data your team keeps in Google Sheets, with read-only access, from WhatsApp, Slack, Microsoft Teams or the web interface.
Explore MetrixThe integration gets in with the permissions your team approves
The principle is simple: AI comes to your data, not your data to the AI. The agent works on your Gmail and your Drive through the official APIs, with the scopes your admin approves, and the data it extracts goes to your ERP or CRM.
- Connection through the official Gmail and Google Drive APIs with OAuth 2.0, from the inbox's own account or through a service account your super admin authorizes.
- One scope per task: read access to the inbox you define, gmail.send for alerts and drive.file for the files the agent creates, with no access to the rest of your Drive.
- Email and files stay in your Workspace and every action is logged; your admin sees the app and its scopes, and can block it at any time.
- The agents run on Salesforce or Oracle Cloud Infrastructure, whose SOC 2 and ISO 27001 certifications belong to those platforms, not to Vantegrate or Google Workspace.
Frequently asked questions about the Google Workspace integration
What IT, finance and sales teams usually ask before connecting an AI agent to Gmail and Google Drive.
How do I integrate Google Workspace with an AI agent?
How do I integrate Google Workspace with an AI agent?
By connecting the agent to Google's Gmail API and Drive API with OAuth 2.0. The inbox's own account authorizes its access, or your super admin enables a service account with domain-wide delegation and narrow scopes; your admin also allows the app in API controls. Vantegrate handles the setup; your IT team approves and validates it. Meet the document agent on the Arconte page.
Can the agent read every email in the company?
Can the agent read every email in the company?
It doesn't need to, and it shouldn't. For a dedicated inbox, such as the invoice inbox, it's enough for that account to authorize its access: the agent reads only that inbox. Domain-wide delegation reaches the data of every user within the authorized scopes, so it's reserved for what truly needs it. On top of that, new-email notifications can be limited to one label.
Do we need Google's verification or a security assessment?
Do we need Google's verification or a security assessment?
It depends on how the app is published. The scopes that read email or all of Drive are restricted: a public app that uses them goes through Google's verification and an annual security assessment if it stores or transmits that data on servers. That process isn't mandatory for an internal app (a project owned by your organization with an internal consent screen) or for an app your admin marks as trusted. We settle it with your IT team before we start.
Does Google have MCP servers for Gmail and Google Drive?
Does Google have MCP servers for Gmail and Google Drive?
Yes, in preview. Google opened its Workspace MCP server, with tools for Gmail, Drive, Calendar and Chat, in public developer preview (Google). It uses OAuth 2.0 and inherits the permissions of whoever authorizes it, so it's built for each user's own assistant. An agent that runs an inbox for the whole company usually works through the APIs, with service credentials and least-privilege scopes.
What if part of our company runs on Microsoft 365?
What if part of our company runs on Microsoft 365?
That's common in the US: nearly half of Okta's Microsoft 365 customers also use Google Workspace, up from 33% five years earlier (Okta, 2025). The agent connects to each suite through that suite's official API and permissions, so your Google admin approves the Gmail and Drive side and the Microsoft side is handled separately. See the Microsoft 365 integration for that half.
Arconte, the document agent
How it processes invoices, delivery notes and purchase orders and loads the data into your ERP.
Learn moreGoogle Calendar integration
How the agent books meetings from the conversation with your team's real availability.
Learn moreMicrosoft 365 integration
How the agents work with Outlook and the rest of Microsoft 365, for teams that run both suites.
Learn moreLet's connect AI agents to your Google Workspace
Tell us which documents arrive by email and which controls your admin applies, and we'll show you which inbox the agent reads, which scopes we request and how each document lands in your ERP and in Drive. A 30-minute conversation, no commitment.
Francisco Morales, co-founder, takes your call. We reply on WhatsApp within 4 business hours, no strings attached.
