Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
To note: The Google Drive Integration for file management is only available to firms that have purchased the Data Add-on.
With the Google Workspace integration, you can connect your individual Google account to Monograph, no admin setup required.
By connecting your Google Account through Monograph Settings via the Integrations tab, you’ll authorize Monograph to securely read and sync relevant project data.
We'll push project phases, milestones and deliverables to your calendar.
We'll display upcoming client events in your client contact pages.
You can add files directly from Google Drive (with Data Add-on).
You can connect or disconnect at any time.
Connecting Your Google Account
To connect to your Google Account to Monograph, navigate to Staff > Directory and click on your name to open your profile. Open the Integrations tab and then click Connect next to Connect Google Account.
You’ll be prompted to sign in with your Google account, and then you will need to grant Monograph permission to sync with your Google Calendar, Google Drive and Gmail.
Syncing or Creating a Calendar
After the Google account is connected, you will be prompted to select a calendar to display events in the Client's contact page. Click and use the dropdown to select an existing calendar. Alternatively, a new calendar can be created by clicking Create new calendar in the dropdown.
If a different calendar needs to be selected, click on the ellipsis button and select Change calendar to update it.
Once a calendar has been selected, you will see upcoming calendar events associated with that contact or consultant in the Client Hub or Consultant Hub. Additionally, past calendar events will appear in the Activity Log.
Smart Time Suggestions
After integrating with Google, Monograph reviews events from your connected calendar and generates Smart Time Suggestions for the selected week.
When a suggestion is generated, Monograph will automatically populate information that can be identified based on details from the calendar event.
After connecting your calendar for the first time, Smart Timesheet Suggestions may not appear immediately. Suggestions are generated overnight, so it can take up to 24 hours before they become available.
💡 To Note: Only one Google account can be connected per Monograph user at a time. Multiple calendars cannot be selected.
Syncing Google Drive
The Google Drive Integration for file management is only available to firms that have purchased the Data Add-on.
After Google is synced, if the Data Add-on is purchased, Project files can be connected to Monograph directly from Google Drive. Within a project's Files page, click on Add from Google Drive to open the file selector and select the files to associate to the project.
Once files are connected, they’ll appear on the project’s Files page, as well as in the Files Hub. To open a file, click the file name or select View in Google Drive from the ellipsis menu. Both options open a Google Drive preview directly within Monograph.
Syncing Gmail
When Monograph is connected to Gmail and installed via the Google Workspace Marketplace, the Smart Inbox will appear directly within your Gmail inbox. This integration allows you to easily send emails from Gmail to the Smart Inbox, where Monograph can extract key details and convert them into actionable items.
After connecting to Google in Monograph, you will see an “Additional Step Required” warning. To complete setup:
Click the Install button next to the warning
This will open the Google Workspace Marketplace
Review permissions and provide consent
Complete the installation
Once installed, the add-on will appear directly within Gmail.
❓ Still seeing “Additional step required” after installing Monograph?
If “Additional step required” still appears in Monograph after completing the installation in your Google Workspace, open Gmail and click the Monograph icon on the right side of your inbox. Then, return to Monograph and refresh the page.
If the connection still has not finalized, reach out to our Support team for assistance.
Using the Gmail Add-on
When viewing an email in Gmail, the Monograph add-on allows you to send emails directly to your Smart Inbox and complete suggested actions without leaving Gmail.
If the email has not yet been sent to the Smart Inbox, click Send to Smart Inbox to send it to Monograph for processing. Once processed, Monograph will identify relevant information and suggest actions based on the email's contents.
Completing Smart Inbox Actions in Gmail
Once an email has been processed, you can review suggested actions directly within the Gmail add-on. Many of these actions can be completed without leaving Gmail, while others will direct you to Monograph to finish.
Actions that can be completed directly in Gmail include:
Add a Project Note - Add a note to an existing project.
Save to Project Files - Save an email attachment to a project's Files page.
Add to Lead Activity - Add the email to an existing lead's activity log.
Requires an active Pipeline add-on.
Create a Contact - Create a new contact in Monograph.
Create a Deliverable - Review the pre-filled details and confirm to create a deliverable.
Create an Expense - Review the pre-filled details and confirm to create an expense.
Create a Bill - Create a bill from a PDF attachment.
Create a Lead - Review the pre-filled details and confirm to create a new lead. Requires an active Pipeline add-on and appropriate Pipeline permissions.
Actions Completed in Monograph
Some suggested actions require additional information or review and cannot be completed directly within Gmail. When selecting one of these actions in the Gmail add-on, you'll be directed to Monograph, where the available information will already be filled in.
These actions include:
Project Contracts - Review and complete the contract in Monograph.
Project Files Without Attachments - If there is no attachment to save, complete the action in Monograph.
Bills Without PDF Attachments - If the attachment isn't a PDF, upload the bill file in Monograph.
Rate-Based Expenses - Expenses associated with categories priced by rate require selecting the rate and quantity in Monograph.
New Clients or Companies - Existing clients or companies can be added directly in Gmail, but creating a new one must be completed in Monograph.
💡 To Note: The same permissions apply when using the Gmail add-on as when working directly in Monograph. For example, adding project notes or saving files requires permission to edit the project, creating bills requires permission to create invoices, and creating contacts requires the appropriate directory permissions.
If you do not have permission to complete a suggested action, you'll be directed to Monograph, where the same permission restrictions will apply.
Disconnecting or Reconnecting Google
The Google account integration can be disconnected at any time.
Open your Profile and click on Integrations.
Click Disconnect next to your Google Calendar connection.
Confirm to stop syncing events between Monograph and Google.
If you reconnect later, Monograph will re-sync events based on your latest settings.
💡 Want to sync with Microsoft 365 instead? Click here.
For more assistance, reach out to our Support team at [email protected].