Workspace IQ Google verification walkthrough

This walkthrough demonstrates how Workspace IQ requests and uses Google permissions to support customer relationship management workflows.

Review Google access. The user signs in and reviews identity, Calendar, Contacts, and Meet transcript permissions before granting access.
Synchronize Calendar meetings. Workspace IQ displays relevant Google Calendar meetings alongside CRM records.
Match contacts. Google Contacts data helps associate meeting participants with the correct CRM contact.
Create meeting summaries. Authorized Google Meet transcripts are processed into concise notes and follow-up suggestions.
Confirm changes. The user reviews details before Workspace IQ creates or updates a Google Calendar event.
Prepare outreach. Workspace IQ drafts follow-up text for the user to review, copy, and send manually.