Documentation
Everything you need to get up and running with Workspace IQ.
Getting Started
Workspace IQ turns Google Calendar, Contacts, and Meet into a unified CRM and project-management hub. You can be fully set up in a few minutes — there is nothing to install and no data to import manually.
Sign in with Google
Click Sign In in the top navigation and choose the Google account you use for work. Workspace IQ uses Google’s secure OAuth flow — we never see or store your Google password.
Grant Workspace access
During sign-in you’ll be asked to grant access to Calendar events, Contacts, and Meet transcripts. These permissions let Workspace IQ build meeting context, match attendees, and keep calendar events in sync. You can review or revoke access at any time from your Google Account permissions.
Let your timeline populate
Once connected, Workspace IQ syncs your recent Calendar activity and matches meetings to contacts. AI-generated summaries of Meet conversations and CRM notes appear on each contact’s timeline — no copy-pasting required.
Build your first pipeline
Create opportunities and drag them through your pipeline stages. As you work, Workspace IQ Coach surfaces tactical next steps directly on the contact timeline.
Prepare, win, and hand off
Open a meeting’s Prep Brief before the conversation, keep stakeholder coverage healthy while the opportunity is open, and mark the opportunity Won when the customer commits. Workspace IQ creates the delivery handoff tasks so the next team can start with context.
Want a higher plan’s features? Visit the Pricing section to compare Solo, Growth, and Team tiers and upgrade in a couple of clicks.
Features
Deep Workspace Integration
Workspace IQ connects Calendar, Contacts, and Meet so meetings are logged automatically and matched to the right CRM contacts.
AI Meeting Summaries
Google Meet transcripts are processed in-memory by our AI to produce a short summary and a list of extracted action items. Raw transcript text is never stored — only the summary and action-item titles.
Workspace IQ Coach
Your AI co-pilot reviews your meeting notes against your team’s playbooks and surfaces three tactical next steps, right on the contact timeline.
Knowledge Library
A centralized repository for your sales playbooks, competitor intel, and objection-handling guides. The library feeds directly into Workspace IQ Coach so every recommendation is grounded in your team’s real strategy.
Pipeline Management
Visual, opinionated pipeline tools that bring discipline to your deal flow without feeling like busywork. Move opportunities through stages and keep your forecast honest.
Meeting Prep Briefs
Prepare for a customer conversation with a live snapshot of the meeting, account, opportunity, recent signals, open tasks, stakeholders, risks, opening angles, and suggested questions.
Stakeholder Coverage Guardrails
Workspace IQ counts active contacts and mapped stakeholders and flags open deals that are too dependent on one relationship, with stronger coverage expectations for larger opportunities.
Closed-Won Handoff
Marking an opportunity Won creates or reuses the delivery project and adds idempotent tasks to confirm success criteria, share sales context, and schedule the customer kickoff.
Playbook Learning
Strong meeting outcomes can produce an editable, reviewable team-playbook suggestion. Managers decide what is worth saving; nothing is added automatically.
Mobile Offline Edits
Mobile reps can keep safe task-status and opportunity-stage edits moving without a connection. Queued changes replay when connectivity returns, while audio transcription and Calendar creation remain online-only.
Live Contact Intelligence
One click reveals a contact’s professional footprint — LinkedIn profile, a concise AI-generated background, and recent web and press mentions — compiled into a single intelligence card.
Frequently Asked Questions
Do I need to install anything?
No. Workspace IQ is a web app. Sign in with Google in your browser and you’re ready to go. It also works as an installable PWA on desktop and mobile.
Is my Meet transcript content stored?
Raw meeting transcripts are processed in-memory and discarded after the AI summary is generated. We store the summary and action-item titles — not the raw transcript. See our Privacy Policy for full details.
Which Google permissions does Workspace IQ request?
Access to Calendar events, Contacts (read), and Meet transcripts. Workspace IQ does not request Gmail access or send email. You can revoke access anytime from your Google Account permissions.
Can I use Workspace IQ with a personal Google account?
Yes. Workspace IQ works with both personal Google accounts and Google Workspace business accounts.
What plans are available?
We offer Solo, Growth, and Team plans on monthly and annual billing. Compare them on the Pricing section. You can upgrade, downgrade, or cancel at any time.
Can I use the app when my phone is offline?
Yes. Safe task-status and opportunity-stage edits can be queued on mobile and replayed after you reconnect. The app does not queue raw audio transcription or Calendar event creation.
How do I delete my account and data?
Go to Settings → Account → Delete Account within the app. This permanently removes all CRM records, interaction logs, tasks, and derived insights, and revokes our access to your Google account.
I still have a question. How do I get help?
Email us at support@workspaceiq.io and we’ll be happy to help.