Automate docs creation, PDF export, and connect Google Docs with Sheets, Airtable, or Slack.

Google Docs Template

Automize your work with Google Documents.

Google Drive Export to PDF

Retrieve the export link for a Google Workspace file to download it as a PDF.

Can’t Find the Action You Need?

Submit a request to add a new action tailored to your agent’s needs.

Request new action
1

Automated Sales Proposals

Generate branded proposals instantly from CRM or form data—no manual editing needed.

2

AI-Driven Lead Follow-up Docs

Auto-create personalized follow-up docs for every qualified lead, right from Google Docs.

3

Cross-Platform Report Generation

Pull data from Airtable, HubSpot, or WooCommerce and turn it into polished Google Docs reports.

4

Streamlined Onboarding Packets

Instantly assemble onboarding docs using data from Salesforce or Asana—speed up client ramp-up.

5

Contract & Agreement Automation

Auto-fill, export, and share contracts as PDFs—seamless from Google Docs to Drive and Slack.

6

Marketing Collateral at Scale

Mass-create case studies or one-pagers from Google Sheets or Airtable data for campaigns.

Seamless Workflow Integration
Connect Google Docs with your tech stack for automated document creation and management
Document Automation
Generate professional PDFs from Google Drive documents without manual formatting or conversion
Cross-Platform Connectivity
Effortlessly connect Airtable, Salesforce, Slack, and other tools with your Google Docs ecosystem
Accelerated Sales Cycles
Create, share, and track sales proposals and contracts with automated Google Docs integration
Scalable Content Operations
Maintain consistent brand messaging across documents while scaling marketing and sales efforts
What exactly is a "tool" in Omnimind?

Tool is like a plugin or feature you can use inside your AI agent. It could be an integration with an app you already use (like HubSpot, LinkedIn, Google Sheets, etc.) or something built into Omnimind (like Web Search). Think of tools as the building blocks your AI agents use to get stuff done.

How is this different from just using the apps directly?

Good question! When you use tools inside Omnimind, its not just about automating one task—it’s about combining multiple tools into one smart workflow, handled by your AI agent. Instead of jumping between apps, logging into each one, and doing things manually, your agent connects the dots for you.

Even better? Not all tools in Omnimind require you to have an account with the original service. So you save time and money, all while letting your agent do the heavy lifting behind the scenes.

What can I automate with Omnimind tools?

Almost anything, really. Every tool inside Omnimind helps you handle specific tasks—whether it’s finding and verifying emails for outreach, enriching your database with LinkedIn data, tech stack info, and more, writing personalized content, or automatically updating your CRM. Each tool comes with a set of “actions”—these are the actual steps your AI agent can take to get things done for you. From research to content creation to data syncing, it’s like giving your workflows a serious productivity upgrade—minus the manual work.

What’s the difference between a tool and an action?

Tools are the “apps”—actions are the “moves” they can make. So if the tool is LinkedIn, the action might be “find leads based on filters” or “send a connection request.” Simple as that.

Can I combine multiple tools together?

Absolutely. That’s what agents are for. You can build an agent that uses several tools in a row—like fetching leads from LinkedIn, enriching them with data from Clearbit, then updating your CRM and sending a follow-up email. One prompt, zero manual work.

Do I need to know how to code to use these tools?

Nope. Omnimind is 100% no-code. You just choose the tools you need and describe what you want the agent to do in plain English (we call this a workflow prompt)—and the platform figures out the rest. Magic? Kinda. But mostly just really smart automation.

What’s an AI agent, and what types of agents can I build in Omnimind?

An AI agent in Omnimind isn’t just a simple bot—it’s a smart assistant that can handle complex, multi-step tasks by using different tools in sequence. You tell it what to do (in plain English), and it gets to work.

There are three main types of agents you can build:

  • ⚙️ Workflow Agents – These run quietly in the background. They’re trigger-based, meaning they get activated when something happens (like a new lead in your CRM) and automatically follow a set of instructions. Ideal for “if this, then do that” scenarios.
  • 📊 Omnitable Agents – These are made for working with large datasets—like enriching, qualifying, or doing outreach to 1,000+ contacts at once. But here’s the cool part: even though they’re built for bulk tasks, you can totally use them for regular automations too. It’s all about what feels easier for you to manage.
  • 💬 AI Chat Agents – These are the interactive ones. You can embed them on your website, use them in support or sales, or share them as a link. They’re great for talking directly to leads or customers. And unlike traditional chatbots, these chats are trained specifically on your company’s data, so they actually know what they’re talking about.

Whether you need silent background automation, bulk processing, or direct client interaction—there’s an agent for that.

What if I’m not sure how to use this tool for my business?

No stress—there’s no need to start from scratch. We’ve got ready-made templates for popular use cases you can try right away. Whether you’re building a full-blown workflow agent or just experimenting with a single tool in Omnitable, there are pre-written prompt templates to guide you. You can easily tweak them to fit your needs—and they’re perfect for beating the blank page syndrome.

Still not sure where to start?

Book a free demo with our team—we’ll walk you through everything and help set up agents tailored to your business needs. Book a demo

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