Gemini in Google Workspace Hands-On: Docs, Slides, Sheets, and Personalization

A hands-on guide to Gemini in Google Workspace personalization, writing styles, editable presentations, spreadsheet analysis, interactive dashboards, and practical limitations.

Gemini updates don’t just happen in the model list. For daily office users, the more obvious changes come from Google Workspace: Gemini is entering tools such as Google Docs, Google Slides, Google Sheets, Gmail, Chat, Drive, etc., and stringing together files and conversations through the sidebar. What’s noteworthy this time is not a single button, but four groups of workflow changes:

  1. Gemini in Workspace can save independent personalized settings;
  2. Google Docs can refer to existing file formats and personal writing styles;
  3. Google Slides can generate editable slides and apply existing templates;
  4. Google Sheets can generate tables from files, analyze data, and create interactive dashboards. This article is reorganized based on actual operation content, focusing on entry, usage, limitations and suitable application scenarios. The interface seen by different accounts, languages ​​and deployment stages may be different.

First understand: Gemini App and Gemini in Workspace are two sets of settings

Google currently divides Gemini into two confusing usage environments. The first is the Gemini App. That is, Gemini is usually used on web pages or mobile apps. The second is Gemini in Workspace. It appears in the sidebar of Workspace tools such as Docs, Slides, Sheets, Gmail, and more. Although both sides are called Gemini, the personalized settings will not automatically communicate with each other. The title, tone, or output format you set in the Gemini App may not be inherited by the Workspace sidebar. If you want Gemini in Docs, Slides or Sheets to answer in a fixed way, you need to configure it separately in the Workspace environment.

How to enter Workspace personalization settings

It can be entered from any Workspace tool that supports Gemini:

  1. Open Google Docs, Slides or Sheets;
  2. Open the Gemini panel on the right;
  3. Open the menu in the panel;
  4. Enter “Settings”;
  5. Find “Personalization”;
  6. Enable functions and add personal settings. The information that can be filled in mainly includes:

-What would you like Gemini to call you;

  • Default reply language;
  • Answer tone;
  • Preferred content format;
  • Work-related personal background;
  • Expression habits that you hope to stick to for a long time. For example, you can ask for:

Simplified Chinese is used by default. Prioritize conclusions in columns and highlight key action items in bold. Avoid lengthy openings, give the results first, then add the reasons. Once set up, the answers in the Workspace sidebar will be closer to this set of rules. This is suitable for users who frequently request meeting summaries, project lists, email drafts, or data conclusions.

What to include in personalization settings

Suitable for long term storage are stable preferences such as:

-Default language;

  • Commonly used titles;
  • Preferred tone;
  • Date and number format;
  • List or table preferences;
  • Common industry background; -Whether to give a conclusion first;
  • Whether it is necessary to mark information for confirmation. What is not suitable for writing are requirements that are only valid for a certain task. For example, the budget of a certain proposal, the participants of a certain meeting, and temporary client information should be left in the current prompt or file. Longer personalization does not necessarily mean better results. Rules that are stable, clear, and non-conflicting are more likely to remain in effect.

Google Docs: Apply document formats and personal writing styles

The changes to Google Docs focus on the “Create for me” workflow. Gemini not only generates text based on a prompt, but can also refer to the template you provide. The two functions most worth distinguishing at present are:

  • Apply file format;
  • Apply writing style. They look similar but solve different problems.

Apply file format to solve typesetting consistency

“Format File” focuses on what the document looks like. You can provide an existing template and let new documents refer to it:

-Title level;

  • Paragraph layout;
  • List style;
  • Block order;
  • Layout structure;
  • Common chapter arrangements. It’s suitable for weekly reports, proposals, research reports, operations manuals and internal company documents. If the team already has a fixed template, there is no need to re-explain “write the summary first, then the background, and finally the next step” every time. By handing templates to Gemini, new content can more quickly approximate the team’s existing format.

Apply writing style to solve text consistency

“Appropriate writing style” focuses on who wrote the text sounding like. After providing content you have written before, Gemini will refer to:

  • Commonly used vocabulary;
  • Sentence length;
  • Tone strong or weak;
  • way of explanation;
  • paragraph rhythm;
  • Whether to prefer the column;
  • How to handle the opening and conclusion. This is more specific than just writing “be professional” or “be natural.” It’s suitable for content that needs to maintain a personal or brand tone over time, such as columns, customer emails, internal announcements, and product descriptions. The reference text should be a truly representative draft. Gemini may also inherit inconsistencies if you upload a temporary draft, a multi-person stitched file, or unproofed content.

Start generating from a new document

Actual operations can be performed in the following order:

  1. Create a new document in Google Docs;
  2. Find the “Help me create” entrance;
  3. Open Gemini at the bottom of the document;
  4. Enter the topic and scope you want to write about;
  5. Select whether to apply the file format;
  6. Choose whether to apply the writing style;
  7. Check the generated outline and text;
  8. Make partial modifications to specific paragraphs. If a paragraph needs to be adjusted, you can select the text first and then use the editing portal that appears. You can continue to apply the writing style when making partial modifications without having to regenerate the entire article.

What to do when Chinese instructions are unavailable

Some new entrances may not accept Chinese instructions temporarily. This does not mean that the functionality cannot be used with Chinese content at all. You can first translate the task requirements into English, and then post the English prompts to the corresponding entrance. Build targets can still be explicitly written in Chinese. For example, the original requirement is:

Write the history of caviar, including its origins, production and production processes, and the question of true and false caviar. You can first convert it into a clear English task description and then submit it to “Create for Me”. After generation, manual checking of facts, paragraph structure, and citations is still required. Here we need to distinguish between “the interface does not support Chinese prompts” and “Chinese documents cannot be generated”. The two are not the same thing.

Google Slides: From full-page images to editable slideshows

A common problem with earlier Gemini-generated presentations was that each slide looked like a single full-page image. The text and graphics were visible but difficult to edit individually. The new workflow produces editable content, so you can continue adjusting text, colors, images, and layout instead of accepting a static picture.

The export format is more complete

In addition to entering Google Slides, the generated briefing can also be exported as: according to the options provided by the interface:

  • PPTX;
  • PDF。 This makes it easier to hand the file to a colleague using PowerPoint, or output it as a non-editable delivery version. Font substitution, text wrapping, chart position and page proportions should still be checked before exporting. Complex layouts may shift slightly when converting between different formats.

Use an existing presentation as a template

If your company already has a branded template, you can attach an existing briefing in the Gemini sidebar of Slides. Gemini will refer to the layout and color of the original briefing and adapt the new content to a similar style. The basic process is as follows:

  1. Open the Google Slides you want to edit;
  2. Open the Gemini sidebar;
  3. Use attachments or style-related entries;
  4. Select a briefing produced in the past;
  5. Describe the content to be generated or reflowed;
  6. Check the result of applying template;
  7. Manually correct text, images and layout. The value of this feature is to reduce the time of repeating templates. It is not a substitute for brand review, nor does it guarantee that every page strictly meets design specifications.

Generate a single editable slide

When you need to add a page of content, you can use the entrance with the shiny sign near the page. The system will open the Gemini dialog box and pre-fill part of the prompt content. Continue to add the following information, and the results are usually more controllable:

  • The topic of this page;
  • Target audience;
  • Numbers that must appear;
  • the chart you wish to use;
  • Brand colors to be retained;
  • The maximum amount of text that can be placed on the page;
  • Whether to inherit the current briefing style. After generation, confirm one by one whether the text boxes, pictures and graphics can be selected for editing.

Don’t confuse the two types of “generate new slides”

The normal Gemini entrance and the Nano Banana related entrance may appear in the interface at the same time. They may both say “Generate new slide” but the results are not necessarily the same. The normal Gemini workflow is better suited for generating page elements that can be edited further. The Nano Banana portal may generate full page visual images. Full-page images are great for getting a quick visual sketch, but not great for frequent text revisions. If you need to change numbers, titles, or brand terms later, you should first confirm whether the results are editable. Nano Banana is more suitable for:

  • Regenerate a certain picture;
  • Replace existing images in presentations;
  • Convert a set of data into information visualization;
  • Produce full-page concept maps that don’t require verbatim editing.

Convert presentation to video

The new presentation workflow can also send a deck to Google Vids. After conversion, you can continue with:

  • Narration script for each page;
  • AI dubbing;
  • background music;
  • Page playback order;
  • Video rhythm. This is useful for quickly turning training presentations, product introductions, or internal reports into a first video draft. Narration, pronunciation, numbers, and on-screen duration still need review before publication.

Google Sheets: Generate actionable tables directly from files

Gemini in Google Sheets is no longer just for writing formulas. A clearer task entry has been added to the sidebar, including generating tables, generating charts, analyzing content, sentiment analysis and text classification. The function of these buttons is to convert common tasks into preset prompt words. Users do not need to start with a blank dialog describing all the steps. The following three cases best illustrate its practical use.

Case 1: Turn a messy transcript into a work schedule

Verbatim transcripts of meetings or interviews often contain a lot of repetitive dialogue. All that is really needed is usually the task, the person responsible, the time, and the status. You can first upload the verbatim draft to Google Drive and then execute it in Sheets:

  1. Open the Gemini sidebar;
  2. Select the verbatim manuscript in Cloud Drive;
  3. Choose to create a table;
  4. The instructions should be compiled into a work schedule;
  5. Check the field and task split results. Gemini can try to generate these fields:
Field Purpose
Work items Record tasks that need to be completed
Responsible person Mark task ownership
Current status Distinguish between unstarted, in progress and completed
Deadline Date clearly mentioned in the record
Remarks Save dependency conditions or matters to be confirmed
The status bar can also be converted into a drop-down menu. After the task is marked as completed, the table can continue to count the completion percentage. Responsible persons and deadlines may not be clear enough in verbatim drafts. When encountering ambiguous content, mark it as “to be confirmed” and don’t let the AI ​​complete it on its own.

Case 2: Analyze customer service feedback and automatically classify it

Faced with dozens of customer feedbacks, it is certainly feasible to read them one by one, but classification and statistics are time-consuming. From an existing feedback form, you can let Gemini analyze the data and generate charts. Charts can be placed in the current worksheet or in a new worksheet. You can also ask Gemini to divide the free text into topics, such as:

  • Positive feedback; -Business needs;
  • Product recommendations;
  • Customer complaints;
  • After-sales issues;
  • Others. A clear directive could be:

Analyze “Other things you want to say” in column G, classify each text, and write the classification results in column H. Once classification is complete, do not treat the AI results as final labels. First, spot-check content that is easily confused, and then unify category names.

Change the classification results into a drop-down menu

If manual adjustment is required, you can select the classified data and open the right-click menu. After finding the analysis-related entry, convert the column into a drop-down menu. You can also tell Gemini directly:

Convert column H into a drop-down menu and use existing classification results as options. This not only retains the efficiency of automatic classification, but also facilitates manual correction of erroneous items.

Case 3: Organize invoices into company and personal accounting tables

When traveling for business, company expenses and personal consumption are often mixed together. If electronic invoices and documents are already saved in Google Drive, these files can be selected from Sheets to generate a form. Example prompt words:

Make expenditure statistics table and organize the documents into company accounts and personal accounts. Required forms include:

  • date;
  • Merchant; -Amount;
  • Tax ID number;
  • Expenses categories;
  • Company or individual;
  • Reimbursement status;
  • Remarks. Company or individual, expense category and reimbursement status are all suitable for drop-down menus. The most common errors in document identification are amount, date and number. Before submitting reimbursement or recording into account, you must review the original voucher. The tables generated by AI are suitable for the first draft and should not be used directly as financial records without review.

Canvas: Turn spreadsheets into interactive dashboards

Canvas in Sheets can generate interactive dashboards based on existing tables. In some accounts, you need to switch the Google account language to English before you can see the Canvas menu. The entry may appear further down the page or in the modal drop-down menu of the Gemini dialog box. Some environments do not currently support Chinese prompts. You can describe the goal in plain English, such as requesting that your current table be turned into an interactive spend dashboard. The generated results can include:

  • Summary figures;
  • Classification chart;
  • Trend graph;
  • Filter conditions;
  • Added new record entry;
  • Data linked with the original spreadsheet. If you miss a document, you don’t have to regenerate the entire dashboard. You can supplement the data by adding a new entrance to the expenditure record, so that the underlying spreadsheet and the dashboard can be updated together.

Organize data before making dashboards

Interactive interfaces cannot fix messy data structures. Before generating, you should check:

  1. Each column has only one meaning;
  2. Use a unified format for dates;
  3. There is no text mixed in the amount column;
  4. Keep category names consistent;
  5. There is a clear way to handle blank values;
  6. Corporate and personal expenses can be distinguished;
  7. Sensitive information should not appear on display pages. The more standardized the underlying data is, the easier the dashboard is to maintain.

Which Google services are integrated with the sidebar?

Gemini in Workspace’s sidebar can read more than just the current file. When account permissions allow, it can also connect to:

  • Google Drive;
  • Gmail;
  • Google Chat;
  • Web content;
  • Current Workspace file. This makes organizing across files more straightforward. For example, you can select a verbatim draft from Drive and generate a schedule in Sheets; you can also refer to an old briefing and apply the same layout in Slides. The price of deep integration is scattered operation entrances. The same “generate” action may appear in the file menu, page button, right sidebar, or in a specific mode. When using it for the first time, it may take longer to find the entrance than entering the prompt word.

Why these buttons are useful, but not necessarily more intuitive

Many new buttons in Workspace are essentially shortcut reminders for fixed tasks. After clicking, the system will bring the preset instructions into the Gemini sidebar. For users who are unfamiliar with AI prompt words, this design can reduce the difficulty of getting started. Users simply select “Analyze data” or “Build table” to start with sensible default tasks. For users who are accustomed to a single conversational interface, the experience may be opposite. They need to first determine which tool, which menu and which entrance the function is in, but the operation path becomes longer. Therefore, you can follow a simple principle when choosing an entrance:

  • When a task depends on the current file structure, the Workspace built-in button will be used first;
  • When the task is just general question and answer or text processing, use Gemini App directly;
  • Attach a template from Docs or Slides when you need to inherit it;
  • When you need to organize cloud files, connect to Drive from the Sheets sidebar;
  • No need to search for a preset button when you need to explore freely.

Account and language restrictions that you should pay attention to before use

These features may not be available to all accounts at the same time. The actual interface will be affected by the following factors:

  • Whether to use the paid Gemini plan;
  • Is it a personal account or an organizational account; -Whether the Workspace administrator has enabled relevant functions;
  • Whether the feature is still being deployed in batches;
  • Google account language;
  • Whether the current tool supports Chinese prompts;
  • Functional differences between web, mobile and desktop. If you can’t see the entrance, you can check in order:
  1. Which Google account you are currently logged into;
  2. Whether the plan includes Gemini in Workspace;
  3. Whether it is in the supported Workspace tool;
  4. Whether the administrator restricts AI functions;
  5. Does the entrance appear after switching the account language to English?
  6. Will it take effect after refreshing the page or logging in again?
  7. Is it just that the function has not been deployed to the current account? Don’t judge that your account configuration is incorrect based on other people’s interface screenshots. At the same time, different accounts may see different menus.

Cloud dependencies and file privacy

The advantage of Gemini in Workspace comes from Google ecosystem integration. But in order for it to read verbatim transcripts, invoices, old briefs, or writing templates, those files typically need to first go into Google Drive or the corresponding Workspace tool. Before uploading, you should first determine:

  • Whether files are allowed to be stored in the cloud;
  • Whether customer privacy is included;
  • Whether it contains financial or identity information;
  • Whether company policy allows for handing over to AI processing;
  • Whether the sharing permissions are set correctly;
  • Whether temporary files need to be deleted after processing is completed. In particular, invoices, customer feedback and verbatim transcripts of meetings often contain personal data. Don’t ignore the original data management specifications just to use a shortcut function.

A more convenient Workspace AI workflow

This update can be combined into the following process:

  1. Save language, tone, and format preferences in Workspace personalization settings;
  2. Put the authorized original files into Drive;
  3. Use existing templates to generate the first draft of text in Docs;
  4. Apply personal writing style and make partial modifications;
  5. Use the company briefing template in Slides;
  6. Confirm that the slide content is editable and not a full page image;
  7. Organize verbatim drafts, feedback or documents into structured data in Sheets;
  8. Use the drop-down menu to reserve space for manual correction;
  9. The Canvas dashboard will be generated after the data is stable;
  10. Final manual review of facts, figures, classifications and permissions. This process treats Gemini as a supporting layer for Workspace, rather than the final arbiter. AI is responsible for generating the first draft, converting formats and speeding up the finishing, while humans are responsible for confirming whether the content can actually be delivered.

FAQ

Will the personalized settings of Gemini App be synchronized to Workspace?

Will not sync automatically. If you want the Workspace sidebar to adhere to a specific tone and format over time, you need to set it up separately in Gemini in Workspace.

What is the difference between “Document formatting” and “Writing style” in Google Docs?

The file format controls the structure and layout, and the writing style controls the wording, tone, and expression. The former is suitable for applying report templates, and the latter is suitable for making new content closer to personal or brand style.

The Chinese prompt word cannot be entered, is it that the function cannot be used?

Not necessarily. Some portals do not support Chinese commands temporarily. You can first translate the task requirements into English, and then request the Chinese content to be output.

Can all Google Slides generated by Gemini be edited?

No. Regular Gemini portals can produce editable slideshows, and some Nano Banana portals may still produce full-page images. After generation, you should actually click on the text and graphics to confirm.

Can the AI classification results be delivered directly?

Not recommended. Customer service feedback, task holder, invoice amount and expense category may all be identified incorrectly, and should be randomly checked and manual modification entries retained.

Why can’t I see the Canvas dashboard?

It may be related to the account plan, deployment stage or language settings. You can try changing the Google account language to English, and then check the Sheets and Gemini mode menus.

Do all files have to be uploaded to Google Drive?

Cross-tool processes that rely on files in the cloud often require Drive. If a file is not suitable for upload, you should continue to use local processing that meets your organization’s security requirements rather than changing the data boundary to enable Gemini.

Summary

The direction of Gemini in Google Workspace is already clear: it is not just an independent chat window with the most complete functions, but gradually enters Google’s daily office tools. The really useful part of this update is that it reduces format conversion and repeated organization work:

  • Personalized settings make sidebar answers more stable;
  • Docs can refer to templates and personal style;
  • Slides begins to provide editable generation and application of existing templates;
  • Sheets can turn unstructured documents into actionable tables;
  • Canvas can generate interactive dashboards on top of structured data. This integration also brings new learning costs. The entrances are scattered, the function names are similar, the Chinese support is incomplete, and some capabilities rely on paid accounts and cloud files. Whether it’s worth using depends on whether work is already centralized in Google Workspace. If Docs, Slides, Sheets, Gmail, and Drive are already your primary work environment, these capabilities can reduce back-and-forth copying and reformatting. If you’re more accustomed to a single AI interface, Workspace’s multi-layered menus may not be more efficient for the time being. The most practical approach is to first select a high-frequency task test. For example, organize the meeting verbatim into a schedule, or let new proposals follow the company’s existing template. After confirming that the results really save time, gradually expand the scope of use.