Use Google Workspace AI to Draft Client Documents

What This Does

Google Docs' built-in AI (powered by Gemini) drafts financial client documents, meeting summaries, newsletters, and memos from your bullet-point notes — without leaving the document you're already working in.

Before You Start

• You have a Google Workspace account (Business Starter or above includes basic AI features; Business Standard and above include full Gemini access)
• You're working in Google Docs (docs.google.com)
• Look for a pen+sparkle icon in the left margin when you open a new document — that's the AI feature

Steps

1. Find the "Help me write" feature

Open a new Google Doc. Click anywhere in the blank document. You'll see a small pen+sparkle icon appear in the left margin (or a prompt bar at the top saying "Help me write"). Click it. A text field appears where you type your instructions.

2. Draft a document from your notes

Type your instructions: "Write a client meeting summary. Meeting date: March 15. Client: the Harrison family. Topics covered: portfolio review, estate planning update, college funding for youngest child. Action items: advisor will send 529 plan comparison by March 22; clients will update beneficiary forms. Format: brief intro, bulleted topics, action items list."

Click Create. Gemini generates a full document in your Google Doc. Review it and click Insert to accept it.

3. Refine with follow-up instructions

After accepting the draft, highlight any section and click the AI icon again. Type a follow-up instruction: "Make this section more concise" or "Rewrite this to sound warmer and less formal." The AI revises just the selected section.

4. Use Gemini sidebar for ongoing questions

In the View menu, look for Show Gemini sidebar. This opens a persistent chat panel where you can ask questions about the document, request rewrites of specific sections, or ask for additions — all without interrupting your document flow.

Real Example

Scenario: You're preparing a written quarterly summary to email to all clients who prefer written updates over meetings. You want a 1-page letter that covers Q1 market performance, their portfolio's performance, and 2-3 planning reminders.

What you type: "Write a 400-word quarterly client letter for a financial advisor. Q1 market summary: stocks up 8%, bonds flat, notable volatility in February. Client message: portfolio performed in line with benchmarks. Planning reminders: review beneficiary designations, consider increasing 401k contributions before year-end, check in on insurance coverage. Friendly, educational tone. Sign off with [Advisor Name], CFP."

What you get: A complete, printable one-page client letter ready for light review and your signature. You send it as a PDF to the clients who prefer formal written communication.

Tips

• If you don't see the AI features, check your Google Workspace plan — the most useful Gemini features require Business Standard or above. If you're on a personal Gmail account, access is different.
• Google Docs AI is particularly good at formatting — ask it to "convert these bullet points into a professional table" or "reformat this as a numbered checklist."
• For sensitive client documents, be aware that Google Workspace AI processes data within Google's ecosystem — review your firm's data handling policies and Google's enterprise data protection terms if compliance is a concern.

Tool interfaces change — if a button has moved, look for similar Help me write or Gemini options in the Insert menu or left margin.