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Files & documents
Google Drive + LumiTalk

Save call summaries, intake files, and follow-up documents where your team works.

Save call summaries, intake files, and follow-up documents where your team works.

Keep your existing workflow
Give customers a faster response
Get hands-on setup support

Completed interaction → Generate file → Save to selected folder

From the first conversation to the next action, LumiTalk keeps your team moving without duplicate entry.

01Customer conversationLumiTalk answers, qualifies, and captures context
02Structured handoffName, phone, email, summary, and next action
03Google DriveSave to selected folder

Get connected without figuring it out alone.

Bring your account and your questions. Our team will help you choose the right connection, configure it securely, and test the handoff with you.

Use the connection that fits your team.

Native

A LumiTalk-managed connection with guided setup.

Direct API

Connect directly to the vendor API for the most flexible workflow.

Make

Build a multi-step scenario with Make.

BYOK

Bring your own credentials and keep control of access.

Connect Google Drive with LumiTalk.

Schedule a setup session and we’ll help you get the workflow live.

Schedule your setup session →