If you're working on a big project or managing a specific customer account, you know how quickly information gets scattered. You've got proposals in Google Drive, updates lost in Gmail threads, and meeting notes somewhere in between.
Google Drive has a new feature called 'Projects' that solves this. Think of it like creating a custom version of Gemini that only looks at the specific files and emails you give it. It's an incredible way to keep track of complex work and find answers without having to meticulously organise everything into folders.
Here's how to set it up:
How to create a Project in Google Drive
Go to your Google Drive homepage and click Projects on the left-hand menu.
Click Create a project and give it a name (for example, the name of a customer or upcoming event).
Click Add sources. Drive will automatically suggest some files based on the project name, but you can also click Skip and create project to add them manually.
To add sources yourself, click the Add button on the left panel.
Choose Add from Drive to search and select your relevant documents.
Choose Add from Gmail to search and pull in important email threads (quick tip: click the first email, scroll down, and hold Shift while clicking the last one to select multiple at once).
[Optional] Click the sources setting under the search bar and turn off web search. This ensures Gemini only gives you answers based strictly on the files and emails you've added.
Now, ask questions in the prompt box. For example:
"Where are we at with this customer and what's the next step?"
"Summarise the outstanding action items from these emails."
That's it! You now have a dedicated workspace grounded entirely in your specific project data. You can even click the Share button in the top right to give your colleagues access to the exact same project so they can ask their own questions.
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Dean
