Beyond the Prompt Library

Connect Workspace & Build a Skill

A skill is only as useful as the data it can reach. Here's how to link Gmail, Calendar, and Drive to Claude, then set up a skill that keeps a document updated on its own, straight from what's in your inbox and on your calendar.

No coding needed Available on Free, Pro, Max, Team, and Enterprise One connector covers Gmail, Calendar, and Drive

Turn On Code Execution and File Creation

This is the switch everything else in this guide depends on. Without it, Claude can't run a skill or save a file back to your Drive, so it's worth confirming before you touch anything else.

1

Find the Setting

On a Free, Pro, or Max plan, go to Settings > Capabilities. On Team or Enterprise, go to Organization settings > Skills instead.

2

Toggle It On

Switch Code execution and file creation to on. That's the whole step.

If a skill won't trigger later on, come back here first. A skill sitting in your list doing nothing is almost always this setting, not the skill itself.


Connect Gmail, Calendar, and Drive

One connection covers all three at once. You're authenticating directly with Google, the same as signing into any other app, not handing Claude a password.

1

Open Connectors

In any chat, click the + icon and hover over Connectors.

2

Sign In

Select Google Workspace and sign in with your Google account, then approve the permissions Google shows you.

3

Adjust Anytime

From that same Connectors menu, you can toggle Gmail, Calendar, and Drive on or off individually whenever you want.

Worth knowing: Claude only sees what your Google login already has access to. It isn't scraping anything you couldn't already open yourself.


Add the Skill

A skill is a small set of instructions that tells Claude exactly how you want a recurring task handled, so you're not re-explaining the same thing every time you open a chat.

1

Go to Skills

Head to Customize > Skills.

2

Upload or Create

Click Upload skill and select a .zip file containing a SKILL.md file, or click Create new skill to write one from scratch inside Claude.

3

Turn It On

Toggle the skill on once it shows up in your list.

Running a brokerage on Team or Enterprise? An owner can upload a skill once at the organization level, and it appears for everyone automatically. Nobody has to install it themselves.


Put It to Work

Now for the part that actually saves you time. Start a chat, name the skill directly or just describe what you need, and let Claude figure out the rest.

1

Claude Searches

It looks through Gmail and Calendar for whatever's relevant to the task you described.

2

You Approve

The first time Claude needs to read or act on that data, it asks you to confirm. Approve it and the task continues.

3

The Document Updates

Claude writes the update directly into the target Sheet or Doc, sitting right there in your Drive.

4

You Check the Work

The reply includes citations showing exactly which emails or calendar events it pulled from, so you're never taking the update on faith.


A Few Things Worth Knowing

None of this should slow you down, but it's the kind of thing you want to know before a client asks and you don't have an answer ready.

1

Approvals Are the Default

Claude asks before sending an email or moving, sharing, or trashing a Drive file. On Team or Enterprise, an owner can let trusted actions skip that check.

2

Data Lives With the Chat

Anything pulled through a connector is stored with that specific conversation. Delete the chat, and the retrieved data goes with it.

3

Attachments Are Metadata Only

Claude can see a Gmail attachment's filename and size, not what's inside it.

Printable Cheat Sheet Same steps above, condensed to a one-page PDF
Download PDF

Keep the Steps Handy

Print the cheat sheet, keep it next to your desk, and run through the setup once. After that it just runs.

Download the Cheat Sheet