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IntegrationsDocuments, files and e-signature

AI for Google Docs that knows the rest of your business

Google Docs holds your files, sheets and signatures. Liaison connects to it with access you grant and reads the documents, spreadsheets and contracts the business runs on, and drafts, fills, files and sends them for signature.

Because it reads Google Docs together with your inbox, your CRM and your books, an answer about your files, sheets and signatures comes with the rest of the picture. You keep Google Docs; nothing is replaced or re-entered.

What Liaison does with Google Docs

  • Drafts proposals and contracts from your own templates and sends them for signature.
  • Keeps the weekly report sheet filled from the systems the numbers come from.
  • Files documents where your team expects them, named the way you name them.
  • Reads a contract and tells you the dates, amounts and obligations that matter.

Questions it answers across Google Docs and your other tools

  • “Which contracts renew in the next 60 days, and on what terms?”
  • “Which proposals went out this month, and which were signed?”
  • “Where is the latest version of the price list, and does it match the quotes?”
  • “What does the weekly report spreadsheet say this week, and what changed?”

What it reads in Google Docs

6 kinds of Google Docs data Liaison can read on its own, every time it answers a question or does a job.

  • Export Document
  • Find DocumentSearch for Google Docs by name or full-text content
  • Get Document
  • Get Profile
  • List Comments
  • List Tabs

What it can do in Google Docs

17 actions Liaison can take in Google Docs. It does the ones you have approved, in your voice; anything that moves money waits for your yes.

  • Append TextAppend text to an existing document
  • Apply BulletsTurn paragraphs into a bulleted or numbered list in a Google Doc
  • Create DocumentCreate a new Google Doc with an optional body
  • Create Document From Template
  • Create Tab
  • Delete TableRemove an entire table, structure and contents, from the document
  • Format ParagraphApply paragraph formatting (heading style, alignment, line spacing, indentation) in a Google Doc
  • Format Table CellSet the background, borders, padding, or vertical alignment of table cells in a Google Doc
  • Format TextApply character formatting (bold, italic, underline, strikethrough, font, size, color, link) to text in a Google Doc
  • Insert ImageInsert an inline image into a Google Doc from a publicly reachable image URL
  • Insert Page BreakInsert a page break into a Google Doc at the beginning, end, or a specific character index
  • Insert TableInsert an empty table with the given number of rows and columns into a Google Doc
  • Insert TextInsert text into a Google Doc at the beginning, end, or a specific character index
  • Remove BulletsRemove bullets or numbering from list paragraphs in a Google Doc, leaving the text in place
  • Replace ImageReplace image in a existing document
  • Replace TextFind and replace all occurrences of a string in a Google Doc
  • Write TableCreate a table and fill it with data in a single step
Liaison Professional · $629 a month

Liaison in Google Docs, set up with you, for $629 a month.

  • Connects to Google Docs with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
  • Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
  • Answers a question about Google Docs with the rest of the picture: the customer, the invoice, the thread, the calendar.

On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.

“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner

$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.

The Gmail inbox inside Liaison, each thread tagged with what was done: Mike Fairview’s invoice thread has a reply drafted, Dana’s Thursday is rebooked and confirmed, North Ridge’s renewal is filed to the account.

Questions

Does Liaison replace Google Docs?

No. You keep Google Docs exactly as it is. Liaison connects to it, reads it together with your inbox, your CRM and your books, and does the work in it the way a person on your team would.

How does Liaison connect to Google Docs?

With access you grant from your own Google Docs account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.

Can Liaison act in Google Docs without asking?

It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.

What does it cost?

Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.

See it on your own business.

Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.

Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.