Andri
Documents

Connect Google Workspace, Gmail, Microsoft 365, and Outlook

Connect your Google Workspace or Microsoft 365 account to let Andri search your calendar and email when working on a case. This helps Andri find relevant information from your Outlook or Gmail messages and calendar events.

Before you begin: You need a Google Workspace or Microsoft 365 account with the calendar and email you want to connect.

What these integrations do

When you connect Google Workspace or Microsoft 365, Andri can:

  • Search your calendar events for relevant dates and appointments

  • Search your email for messages related to your case

  • Extract your writing style

Andri uses a secure OAuth connection and only accesses calendar events and email. It never accesses your contacts, files, or other data.

Connect Google Workspace (Gmail)

  1. Open a case and navigate to the Documents section

  2. Click the Connect button

Connect button in the Documents section

  1. In the Data Source Integration modal, click Google Workspace under Tool Integrations

Data Source Integration modal showing Google Workspace option

  1. Review the permissions and click Connect Google Workspace

Connect Google Workspace permissions modal

  1. Sign in with your Google account when prompted

  2. Grant permission for Andri to access your calendar and email

Your Google Workspace account is now connected for this case.

Connect Microsoft 365 (Outlook)

The process for Microsoft 365 is identical to Google Workspace. When connected, Andri can search your Outlook calendar and email.

  1. Open a case and navigate to the Documents section

  2. Click the Connect button

  3. In the Data Source Integration modal, click Microsoft 365 under Tool Integrations

Data Source Integration modal showing Microsoft 365 option

  1. Review the permissions and click Connect Microsoft 365

Connect Microsoft 365 permissions modal

  1. Sign in with your Microsoft account when prompted

  2. Grant permission for Andri to access your Outlook calendar and email

Your Microsoft 365 account is now connected for this case.

What Andri can access

Both integrations follow the same security principles:

  • Andri connects via a secure, encrypted OAuth connection

  • Andri only accesses calendar events and email

  • Andri never accesses contacts, files, or other data

  • You can disable access for any case at any time

Disconnect an integration

To disconnect Google Workspace or Microsoft 365 from a case:

  1. Open the case and go to the Documents section

  2. Click the Connect button

  3. Find the connected integration and click to disconnect it

Disconnecting revokes Andri's access to that account for this case. You can reconnect at any time.

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