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.

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.

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.

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 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.

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:

Once installed, the add-on will appear directly within Gmail.

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.

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:

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:

💡 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.

After sending an email to the Smart Inbox, the Gmail add-on will display Processing latest email… while Monograph reviews the email and generates suggested actions.

This typically only takes a moment. If the email is still processing after several minutes, click Refresh in the add-on to check for updates.

If Monograph is unable to generate suggested actions, a Couldn't generate action items message will appear with a Try again button. Click Try again to reprocess the failed emails.

Any suggested actions already generated for other emails in the thread will remain available. Failed emails will also automatically be retried when a new email arrives in the same thread.

Clicking Open in Monograph will open the most recently processed email from the thread in the Smart Inbox.

If no emails in the thread have finished processing, Monograph will open the Smart Inbox's pending list instead. Once processing is complete, the email can be accessed from the Smart Inbox.

Suggested actions are based on each user's permissions in Monograph. For example, the option to create a lead will only appear for users with the appropriate Pipeline permissions.

If an expected action isn't available, contact your firm's Admin to review the applicable permissions.

Emails sent to the Smart Inbox retain their original sent date from Gmail.

Emails added before this functionality was introduced may display the date they were added to Monograph instead. Previously recorded dates will not be updated.

If an email continues to show as Processing or Try again does not resolve a failed email, contact our Support team for assistance.

To help us investigate, please include:

If the add-on displays Monograph couldn't verify your Google sign-in, try closing and reopening the add-on. If the message continues to appear, contact our Support team with the information above.

The Google account integration can be disconnected at any time.

If you reconnect later, Monograph will re-sync events based on your latest settings.

Monograph may automatically disconnect your Google Calendar integration if Google reports that the connection no longer has the required permissions. This can happen if calendar access was removed or if the necessary permissions weren't granted when the account was initially connected.

When this occurs, Monograph disconnects the integration to prevent repeated syncing errors. Your data in Monograph will not be affected, and events previously synced to your Google Calendar will remain available. Temporary errors from Google will not disconnect the integration and are automatically retried.

To reconnect your Google account:

Once reconnected, Monograph will automatically re-sync events based on your latest settings, typically during the next scheduled sync.

Occasionally, Google may take longer than expected to respond, causing a calendar sync to time out. When this happens, Monograph will automatically attempt to complete the sync in smaller batches. If Google remains unresponsive, the sync will be skipped and retried during the next scheduled sync. No additional action is needed.

If calendar events still haven't appeared after approximately 12 hours (two sync cycles), try disconnecting and reconnecting your Google account using the steps above. If the issue continues, contact our Support team for assistance.

Monograph uses unique identifiers for synced calendar events to prevent duplicates. When an event is updated in Monograph, the existing Google Calendar event will be updated rather than creating a new one. Events removed from Monograph will also be removed from the connected Google Calendar.

Disconnecting and reconnecting your Google account will not create duplicate events. If duplicate events appear in Google Calendar, check the following:

If duplicate events continue to appear after checking these details, contact our Support team for assistance.

Monograph runs a scheduled sync for every connected Google account approximately every 6 hours (roughly 4 times per day). You don't need to do anything to trigger a sync — it happens automatically in the background.

Sometimes a sync can't start right away — for example, when many accounts are syncing at once or Google is temporarily limiting requests. When this happens, Monograph automatically retries with progressively longer waits between attempts, for up to about an hour. These delays are normal and temporary; no data is lost, and events that failed to sync are picked up on a later run.

If a sync still can't complete after about an hour of automatic retries, Monograph stops retrying and simply waits for the next scheduled run, which happens within about 6 hours. In the worst case, a delayed sync completes within roughly 7 hours of its original scheduled time. Nothing needs to be fixed on your end for this to happen — the next run picks up automatically.

No. Monograph does not currently display a sync status, progress indicator, or "last synced" timestamp for the Google Calendar integration — delayed or paused syncs are handled silently in the background. In your Profile → Integrations settings you will only see:

If your account shows as connected with no permission warnings, syncs are running automatically even if events haven't appeared yet.

To help us investigate faster, please include:

For more assistance, reach out to our Support team at [email protected].