Managed
Dashboard-managed connection
Recommended route
What it does
Calls marked for follow-up create one task with the caller and call summary in a dedicated First AI Employee list.
Before you start
Authorize the Google account that should receive follow-up tasks. The dedicated list is found or created automatically.
What it does not do
Tasks are created only for calls explicitly marked for follow-up. The connection cannot delete or complete tasks.
Set it up
- Sign in to First AI Employee and open Integrations.
- Authorize the Google account that should receive follow-up tasks. The dedicated list is found or created automatically.
- Return to First AI Employee. The connected account is now used automatically for this integration.
- Complete one non-production call and confirm the expected result appears exactly once in Google Tasks.