Google Docs, Sheets & Forms
Create and manage documents, spreadsheets, and surveys
Google Workspace Document Integration
Google Docs
What You Can Do
Create documents
Create documents from scratch
Edit documents
Edit documents with natural language
Share with team
Share with team members
Generate content
Generate content from requests
Update existing
Update existing documents
Add comments
Add comments and suggestions
Create a Document
You: "Create a Google Doc called 'Q1 Status Report'"
Polaris AI: [Creates document]
Polaris AI: "Document created: Q1 Status Report"
You: "Add an executive summary section"
Polaris AI: [Updates with new section]
You: "Share it with john@example.com"
Polaris AI: [Sets John as editor, sends link]
Result: Document shared!Examples
"Create a meeting agenda for next Tuesday"
"Generate a project proposal template"
"Add this content to my existing document about Q1"
"Make the report more professional in tone"
"Convert my notes into a formal document"
"Share the document with the team and give them editing access"Google Sheets
What You Can Do
Create spreadsheets
Create spreadsheets from scratch
Add data
Add data and formulas
Perform calculations
Perform calculations with formulas
Create charts
Create charts from data
Share spreadsheets
Share spreadsheets with team
Import/export data
Import/export data seamlessly
Create a Spreadsheet
You: "Create a budget spreadsheet for Q1"
Polaris AI: [Creates sheet with budget template]
You: "Add rows for January, February, March"
Polaris AI: [Updates with months]
You: "Add columns for revenue, expenses, profit"
Polaris AI: [Adds financial metrics]
You: "Calculate profit for each month"
Polaris AI: [Adds formulas]
Result: Budget spreadsheet ready!Data Operations
You: "Add this sales data to the spreadsheet"
(Attach CSV file)
Polaris AI: [Imports data into sheet]
You: "Create a chart showing sales by region"
Polaris AI: [Generates chart automatically]
You: "Calculate average sales per month"
Polaris AI: [Adds formula and result]Examples
"Create an inventory tracking spreadsheet"
"Add formulas to calculate quarterly results"
"Create a chart comparing this month to last"
"Share the sheet with marketing team"
"Update the data with latest numbers"Google Forms
What You Can Do
Create surveys
Create surveys and questionnaires
Add questions
Add questions of various types
Customize appearance
Customize appearance and branding
Distribute
Distribute to respondents
View responses
View responses in real-time
Share links
Share links via email
Create a Form
You: "Create a customer feedback form"
Polaris AI: [Creates form with default structure]
You: "Add questions about product quality, price, and customer service"
Polaris AI: [Adds multiple choice questions]
You: "Add a text box for additional comments"
Polaris AI: [Adds free text question]
You: "Email the form link to the customers"
Polaris AI: [Generates shareable link, sends emails]
Result: Form sent and collecting responses!Form Types
You: "Create a survey with multiple choice questions"
You: "Create an RSVP form for the event"
You: "Create a registration form for the workshop"
You: "Create a feedback questionnaire"Share & Distribute
You: "Email this form to sarah@example.com and john@example.com"
Polaris AI: [Gets share link, sends to both]
You: "Share the form on a public link"
Polaris AI: [Creates public link]
You: "Show me responses so far"
Polaris AI: [Displays real-time results]Connecting Google Workspace
Open Settings
Click Settings icon.
Go to Integrations
Click Integrations tab.
Connect Services
Click to connect:
- Google Docs
- Google Sheets
- Google Forms
Each requires authorization.
Done
All Google Workspace apps connected!
Advanced Workflows
Document Workflow
You: "Create a project proposal, add the budget spreadsheet data, and send to approval team"
Polaris AI:
1. Creates document
2. Inserts budget data from spreadsheet
3. Shares with approval team
All done!Survey Workflow
You: "Create a product feedback form, email to recent customers, and set a reminder to review responses in 1 week"
Polaris AI:
1. Creates form
2. Sends to customer list
3. Schedules reminder
Workflow complete!Report Generation
You: "Generate monthly report with Q1 data, charts, and budget analysis"
Polaris AI:
1. Creates document structure
2. Pulls data from spreadsheet
3. Creates visual charts
4. Summarizes trends
Report ready to review!Examples
Docs
"Create a project proposal for the new website redesign"
"Make the document more concise and professional"
"Add a table of contents to the report"
"Share the document with john@example.com as editor"
"Update the existing budget document with latest numbers"Sheets
"Create a Q1 sales tracking spreadsheet"
"Add a column for regional performance"
"Create a chart showing sales by category"
"Calculate year-over-year growth percentage"
"Add conditional formatting to highlight top performers"Forms
"Create a customer satisfaction survey"
"Add questions about our service quality"
"Make the form mobile-friendly"
"Email the survey link to customers"
"Show me the survey responses summary"Privacy & Sharing
Sharing Permissions
When sharing, specify access level:
You: "Share with john@example.com but make it view-only"
Polaris AI: [John can view but not edit]
You: "Give sarah editing access"
Polaris AI: [Sarah can edit the document]Who Sees What
- Creators — Full access
- Editors — Can view and modify
- Viewers — Can view but not edit
- Public links — Anyone with link can access (if shared publicly)
Pro Tips
Use templates — Ask Polaris AI for templates (budget, project plan, etc.)
Share permissions — Specify "viewer" or "editor" when sharing
Batch updates — Update multiple documents in one request
Create workflows — Combine Docs+Sheets+Forms for complex tasks
Auto-share — Ask to share new documents automatically
Reference existing — "Add to my existing budget sheet"
Troubleshooting
Document won't create?
- Check internet connection
- Ensure app is connected in Settings
- Reconnect Google Workspace if needed
Sharing issues?
- Verify email addresses
- Check if recipients accepting invites
- Confirm sharing permissions set correctly
Can't edit document?
- Verify you have editing permission
- Ask Polaris AI to give you edit access
- Check if document is locked
FAQ
Q: Can multiple people edit the same document? A: Yes! Give "Editor" permission when sharing.
Q: Can I see who edited a document? A: Yes, check "Version history" in Google Docs.
Q: Can I publish a form publicly? A: Yes, get a public link in form settings.
Q: Can I export form responses? A: Yes, download as CSV or Excel file.
Q: How many responses can a form receive? A: Unlimited—Google Workspace has no limit.
Next: Learn about GitHub Integration →