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Google Docs and Pipedrive.
A more connected handoff.

Give Nine access to Google Docs and Pipedrive and delegate work across the connected tools. You choose the accounts and actions it can use.

Google DocsPipedrive
Add Nine to Slack Explore the work

What can Nine do here?

Explore the available capabilities. Actions depend on your connected accounts and the access you grant.

Google Docs

Work from existing material

  • Find and read documents

    Search documents and retrieve their text and structure to gather context or prepare an update.

  • Start from a useful template

    Copy an existing document and replace the text that needs to change for the next task.

Produce the next draft

  • Create and edit documents

    Build documents from text or Markdown and update sections or existing content.

  • Make the result easy to read

    Add tables, images, lists, headers, footers, and document styling for a clear deliverable.

  • Export a shareable version

    Export the finished document as a PDF for the next reviewer or customer handoff.

Pipedrive

Understand the sales work

  • Find deals and customer context

    Read leads, deals, people, organisations, products, and associated records for a sales brief.

  • Review pipeline and activity

    Gather pipeline stages, notes, activities, goals, and available reporting context around the next step.

Keep the follow-through current

  • Maintain records and deal progress

    Create and update CRM records, convert leads and deals, and maintain products or deal participants.

  • Capture activities and supporting material

    Add follow-up activities, notes, tasks, files, and call logs for the next teammate.

  • Carry work into projects

    Create projects and maintain their related tasks and operational details after the sales handoff.

Connect the context. Agree the handoff.

Google Docs

Connect your Google account during onboarding and choose the document and file actions Nine can use.

Pipedrive

Connect your Pipedrive account during onboarding and choose the sales, activity, and project actions Nine can use.

Keep access scoped.

Connecting tools does not give everyone access to everything. Nine works within the context and actions authorised for the person or team it is working with.

What would you like Nine to do across Google Docs and Pipedrive?

Start with one useful task. Connect the context Nine needs, and bring the result back to your team.

Add Nine to Slack Talk to the founder

Your first
useful handoff.

Join the early-access list. Tell us what you’d like Nine to do and which tools it needs.

No purchase commitment. This joins the list; it doesn’t create an account or book a call.