Google Docs & Drive Management Skill

Purpose

Manage Google Docs documents and Google Drive files with comprehensive operations:

Google Docs:

•Read document content and structure
•Insert and append text
•Find and replace text
•Basic text formatting (bold, italic, underline)
•Insert page breaks
•Create new documents
•Delete content ranges
•Get document structure (headings)
•Insert inline images from URLs

Google Drive:

•Upload files to Drive
•Download files from Drive
•Search and list files
•Share files with users or publicly
•Create folders
•Move, copy, and delete files
•Get file metadata

Integration: The drive_manager.rb script shares OAuth credentials with docs_manager.rb

📚 Additional Resources:

•See references/integration-patterns.md for complete workflow examples
•See references/troubleshooting.md for error handling and debugging
•See references/cli-patterns.md for CLI interface design rationale

When to Use This Skill

Use this skill when:

•User requests to read or view a Google Doc
•User wants to create a new document
•User wants to edit document content
•User requests text formatting or modifications
•User asks about document structure or headings
•User wants to find and replace text
•Keywords: "Google Doc", "document", "edit doc", "format text", "insert text"

📋 Discovering Your Documents: To list or search for documents, use drive_manager.rb:

bash

# List recent documents
scripts/drive_manager.rb search \
  --query "mimeType='application/vnd.google-apps.document'" \
  --max-results 50

# Search by name
scripts/drive_manager.rb search \
  --query "name contains 'Report' and mimeType='application/vnd.google-apps.document'"

Core Workflows

1. Read Document

Read full document content:

bash

scripts/docs_manager.rb read <document_id>

Get document structure (headings):

bash

scripts/docs_manager.rb structure <document_id>

Output:

•Full text content with paragraphs
•Document metadata (title, revision ID)
•Heading structure with levels and positions

2. Create Documents

Create new document (plain text):

bash

echo '{
  "title": "Project Proposal",
  "content": "Initial plain text content..."
}' | scripts/docs_manager.rb create

Create document from Markdown (RECOMMENDED):

bash

echo '{
  "title": "Project Proposal",
  "markdown": "# Project Proposal\n\n## Overview\n\nThis is **bold** and *italic* text.\n\n- Bullet point 1\n- Bullet point 2\n\n| Column 1 | Column 2 |\n|----------|----------|\n| Data 1   | Data 2   |"
}' | scripts/docs_manager.rb create-from-markdown

Supported Markdown Features:

•Headings: #, ##, ### → Google Docs HEADING_1, HEADING_2, HEADING_3
•Bold: **text**
•Italic: *text*
•Code: `text` → Courier New with grey background
•Bullet lists: - item or * item
•Numbered lists: 1. item
•Checkboxes: - [ ] unchecked and - [x] checked
•Horizontal rules: ---
•Tables: | col1 | col2 | (with separator row)

Document ID:

•Returned in response for future operations
•Use with drive_manager.rb for sharing/organizing

3. Insert and Append Text

Insert plain text at specific position:

bash

echo '{
  "document_id": "abc123",
  "text": "This text will be inserted at the beginning.\n\n",
  "index": 1
}' | scripts/docs_manager.rb insert

Insert formatted Markdown (RECOMMENDED):

bash

echo '{
  "document_id": "abc123",
  "markdown": "## New Section\n\nThis has **bold** and *italic* formatting.\n\n- Item 1\n- Item 2",
  "index": 1
}' | scripts/docs_manager.rb insert-from-markdown

Append text to end of document:

bash

echo '{
  "document_id": "abc123",
  "text": "\n\nThis text will be appended to the end."
}' | scripts/docs_manager.rb append

Index Positions:

•Document starts at index 1
•Use read command to see current content
•Use structure command to find heading positions
•End of document: use append instead of calculating index
•For insert-from-markdown, omit index to append at end

4. Find and Replace

Simple find and replace:

bash

echo '{
  "document_id": "abc123",
  "find": "old text",
  "replace": "new text"
}' | scripts/docs_manager.rb replace

Case-sensitive replacement:

bash

echo '{
  "document_id": "abc123",
  "find": "IMPORTANT",
  "replace": "CRITICAL",
  "match_case": true
}' | scripts/docs_manager.rb replace

Replace all occurrences:

•Automatically replaces all matches
•Returns count of replacements made
•Use for bulk text updates

5. Text Formatting

Format text range (bold):

bash

echo '{
  "document_id": "abc123",
  "start_index": 1,
  "end_index": 20,
  "bold": true
}' | scripts/docs_manager.rb format

Multiple formatting options:

bash

echo '{
  "document_id": "abc123",
  "start_index": 50,
  "end_index": 100,
  "bold": true,
  "italic": true,
  "underline": true
}' | scripts/docs_manager.rb format

Formatting Options:

•bold: true/false
•italic: true/false
•underline: true/false
•All options are independent and can be combined

6. Page Breaks

Insert page break:

bash

echo '{
  "document_id": "abc123",
  "index": 500
}' | scripts/docs_manager.rb page-break

Use Cases:

•Separate document sections
•Start new content on fresh page
•Organize long documents

7. Delete Content

Delete text range:

bash

echo '{
  "document_id": "abc123",
  "start_index": 100,
  "end_index": 200
}' | scripts/docs_manager.rb delete

Clear entire document:

bash

# Read document first to get end index
scripts/docs_manager.rb read abc123

# Then delete all content (start at 1, end at last index - 1)
echo '{
  "document_id": "abc123",
  "start_index": 1,
  "end_index": 500
}' | scripts/docs_manager.rb delete

8. Insert Images

Insert image from URL:

bash

echo '{
  "document_id": "abc123",
  "image_url": "https://storage.googleapis.com/bucket/image.png"
}' | scripts/docs_manager.rb insert-image

Insert image with specific size:

bash

echo '{
  "document_id": "abc123",
  "image_url": "https://storage.googleapis.com/bucket/image.png",
  "width": 400,
  "height": 300
}' | scripts/docs_manager.rb insert-image

Insert image at specific position:

bash

echo '{
  "document_id": "abc123",
  "image_url": "https://storage.googleapis.com/bucket/image.png",
  "index": 100
}' | scripts/docs_manager.rb insert-image

Image URL Requirements:

•URL must be publicly accessible (Google Docs fetches the image)
•Supported formats: PNG, JPEG, GIF
•SVG is NOT supported - convert to PNG first
•For private images, upload to GCS and make public, or use signed URLs

Sizing Tips:

•To fit page width with default margins: use width: 468 (points)
•Specifying only width will auto-scale height proportionally
•Specifying only height will auto-scale width proportionally
•1 inch = 72 points

9. Insert Tables

Insert empty table:

bash

echo '{
  "document_id": "abc123",
  "rows": 3,
  "cols": 4
}' | scripts/docs_manager.rb insert-table

Insert table with data:

bash

echo '{
  "document_id": "abc123",
  "rows": 3,
  "cols": 2,
  "data": [
    ["Header 1", "Header 2"],
    ["Row 1 Col 1", "Row 1 Col 2"],
    ["Row 2 Col 1", "Row 2 Col 2"]
  ]
}' | scripts/docs_manager.rb insert-table

Insert table at specific position:

bash

echo '{
  "document_id": "abc123",
  "rows": 2,
  "cols": 3,
  "index": 100,
  "data": [["A", "B", "C"], ["1", "2", "3"]]
}' | scripts/docs_manager.rb insert-table

Note: Tables can also be created via Markdown in create-from-markdown:

markdown

| Column 1 | Column 2 | Column 3 |
|----------|----------|----------|
| Data 1   | Data 2   | Data 3   |

Natural Language Examples

User Says: "Read the content of this Google Doc: abc123"

bash

scripts/docs_manager.rb read abc123

User Says: "Create a new document called 'Meeting Notes' with the text 'Attendees: John, Sarah'"

bash

echo '{
  "title": "Meeting Notes",
  "content": "Attendees: John, Sarah"
}' | scripts/docs_manager.rb create

User Says: "Add 'Next Steps' section to the end of document abc123"

bash

echo '{
  "document_id": "abc123",
  "text": "\n\n## Next Steps\n\n- Review proposals\n- Schedule follow-up"
}' | scripts/docs_manager.rb append

User Says: "Replace all instances of 'Q3' with 'Q4' in document abc123"

bash

echo '{
  "document_id": "abc123",
  "find": "Q3",
  "replace": "Q4"
}' | scripts/docs_manager.rb replace

User Says: "Make the first 50 characters of document abc123 bold"

bash

echo '{
  "document_id": "abc123",
  "start_index": 1,
  "end_index": 50,
  "bold": true
}' | scripts/docs_manager.rb format

Understanding Document Index Positions

Index System:

•Documents use zero-based indexing with offset
•Index 1 = start of document (after title)
•Each character (including spaces and newlines) has an index
•Use read to see current content and plan insertions
•Use structure to find heading positions

Finding Positions:

•Read document to see content
•Count characters to desired position
•Or use heading structure for section starts
•Remember: index 1 = very beginning

Example:

code

"Hello World\n\nSecond paragraph"

Index 1: "H" (start)
Index 11: "\n" (first newline)
Index 13: "S" (start of "Second")
Index 29: end of document

Google Drive Operations

The drive_manager.rb script provides comprehensive Google Drive file management.

Upload Files

bash

# Upload a file to Drive root
scripts/drive_manager.rb upload --file ./document.pdf

# Upload to specific folder
scripts/drive_manager.rb upload --file ./diagram.excalidraw --folder-id abc123

# Upload with custom name
scripts/drive_manager.rb upload --file ./local.txt --name "Remote Name.txt"

Download Files

bash

# Download a file
scripts/drive_manager.rb download --file-id abc123 --output ./local_copy.pdf

# Export Google Doc as PDF
scripts/drive_manager.rb download --file-id abc123 --output ./doc.pdf --export-as pdf

# Export Google Sheet as CSV
scripts/drive_manager.rb download --file-id abc123 --output ./data.csv --export-as csv

Search and List Files

bash

# List recent files
scripts/drive_manager.rb list --max-results 20

# Search by name
scripts/drive_manager.rb search --query "name contains 'Report'"

# Search by type
scripts/drive_manager.rb search --query "mimeType='application/vnd.google-apps.document'"

# Search in folder
scripts/drive_manager.rb search --query "'folder_id' in parents"

# Combine queries
scripts/drive_manager.rb search --query "name contains '.excalidraw' and modifiedTime > '2024-01-01'"

Share Files

bash

# Share with specific user (reader)
scripts/drive_manager.rb share --file-id abc123 --email user@example.com --role reader

# Share with write access
scripts/drive_manager.rb share --file-id abc123 --email user@example.com --role writer

# Make publicly accessible (anyone with link)
scripts/drive_manager.rb share --file-id abc123 --type anyone --role reader

# Share with entire domain
scripts/drive_manager.rb share --file-id abc123 --type domain --domain example.com --role reader

Folder Management

bash

# Create a folder
scripts/drive_manager.rb create-folder --name "Project Documents"

# Create folder inside another folder
scripts/drive_manager.rb create-folder --name "Diagrams" --parent-id abc123

# Move file to folder
scripts/drive_manager.rb move --file-id file123 --folder-id folder456

Other Operations

bash

# Get file metadata
scripts/drive_manager.rb get-metadata --file-id abc123

# Copy a file
scripts/drive_manager.rb copy --file-id abc123 --name "Copy of Document"

# Update file content (replace)
scripts/drive_manager.rb update --file-id abc123 --file ./new_content.pdf

# Delete file (moves to trash)
scripts/drive_manager.rb delete --file-id abc123

Output Format

All commands return JSON with consistent structure:

json

{
  "status": "success",
  "operation": "upload",
  "file": {
    "id": "1abc...",
    "name": "document.pdf",
    "mime_type": "application/pdf",
    "web_view_link": "https://drive.google.com/file/d/1abc.../view",
    "web_content_link": "https://drive.google.com/uc?id=1abc...",
    "created_time": "2024-01-15T10:30:00Z",
    "modified_time": "2024-01-15T10:30:00Z",
    "size": 12345
  }
}

Integration Workflows

Create and Organize Documents

bash

# Step 1: Create document (returns document_id)
echo '{"title":"Report"}' | scripts/docs_manager.rb create
# Returns: {"document_id": "abc123"}

# Step 2: Add content
echo '{"document_id":"abc123","text":"# Report\n\nContent here"}' | scripts/docs_manager.rb insert

# Step 3: Organize in folder
scripts/drive_manager.rb move --file-id abc123 --folder-id [folder_id]

# Step 4: Share with team
scripts/drive_manager.rb share --file-id abc123 --email team@company.com --role writer

Export Document to PDF

bash

scripts/drive_manager.rb download --file-id abc123 --output ./report.pdf --export-as pdf

Excalidraw Diagrams Workflow

For creating and managing Excalidraw diagrams, see the excalidraw-diagrams skill which integrates with drive_manager.rb for:

•Uploading .excalidraw files to Drive
•Getting shareable edit URLs for Excalidraw web
•Round-trip editing between AI and human

Authentication Setup

Shared with Other Google Skills:

•Uses same OAuth credentials and token
•Located at: ~/.claude/.google/client_secret.json and ~/.claude/.google/token.json
•Shares token with email, calendar, contacts, drive, and sheets skills
•Requires Documents, Drive, Sheets, Calendar, Contacts, and Gmail API scopes

First Time Setup:

•Run any docs operation
•Script will prompt for authorization URL
•Visit URL and authorize all Google services
•Enter authorization code when prompted
•Token stored for all Google skills

Re-authorization:

•Token automatically refreshes when expired
•If refresh fails, re-run authorization flow
•All Google skills will work after single re-auth

Bundled Resources

Scripts

scripts/docs_manager.rb

•Comprehensive Google Docs API wrapper
•All document operations: read, create, insert, append, replace, format, delete
•Document structure analysis (headings)
•Automatic token refresh
•Shared OAuth with other Google skills

Operations:

•read: View document content
•structure: Get document headings and structure
•insert: Insert plain text at specific index
•insert-from-markdown: Insert formatted markdown content
•append: Append text to end
•replace: Find and replace text
•format: Apply text formatting (bold, italic, underline)
•page-break: Insert page break
•create: Create new document (plain text)
•create-from-markdown: Create document with formatted markdown
•delete: Delete content range
•insert-image: Insert inline image from URL
•insert-table: Insert table with optional data

Output Format:

•JSON with status: 'success' or status: 'error'
•Document operations return document_id and revision_id
•See script help: scripts/docs_manager.rb --help

References

references/docs_operations.md

•Complete operation reference
•Parameter documentation
•Index position examples
•Common workflows

references/formatting_guide.md

•Text formatting options
•Style guidelines
•Document structure best practices
•Heading hierarchy

Examples

examples/sample_operations.md

•Common document operations
•Workflow examples
•Index calculation examples
•Integration with drive_manager.rb for file operations

Error Handling

Authentication Error:

json

{
  "status": "error",
  "code": "AUTH_ERROR",
  "message": "Token refresh failed: ..."
}

Action: Guide user through re-authorization

Document Not Found:

json

{
  "status": "error",
  "code": "API_ERROR",
  "message": "Document not found"
}

Action: Verify document ID, check permissions

Invalid Index:

json

{
  "status": "error",
  "code": "API_ERROR",
  "message": "Invalid index position"
}

Action: Read document to verify current length, adjust index

API Error:

json

{
  "status": "error",
  "code": "API_ERROR",
  "message": "Failed to update document: ..."
}

Action: Display error to user, suggest troubleshooting steps

Best Practices

Document Creation

•Always provide meaningful title
•Add initial content when creating for better context
•Save returned document_id for future operations
•Use drive_manager.rb to organize and share

Text Insertion

•Read document first to understand current structure
•Use structure command to find heading positions
•Index 1 = start of document
•Use append for adding to end (simpler than calculating index)
•Include newlines (\n) for proper formatting

Find and Replace

•Test pattern match first on small section
•Use case-sensitive matching for precise replacements
•Returns count of replacements made
•Cannot undo - consider reading document first for backup

Text Formatting

•Calculate index positions carefully
•Read document to verify text location
•Can combine bold, italic, underline
•Formatting applies to exact character range

Document Structure

•Use heading structure for navigation
•Insert page breaks between major sections
•Maintain consistent formatting throughout
•Use structure command to validate hierarchy

Quick Reference

Read document:

bash

scripts/docs_manager.rb read <document_id>

Create document from Markdown (RECOMMENDED):

bash

echo '{"title":"My Doc","markdown":"# Heading\n\nParagraph with **bold**."}' | scripts/docs_manager.rb create-from-markdown

Create document (plain text):

bash

echo '{"title":"My Doc","content":"Initial text"}' | scripts/docs_manager.rb create

Insert formatted Markdown:

bash

echo '{"document_id":"abc123","markdown":"## Section\n\n- Item 1\n- Item 2"}' | scripts/docs_manager.rb insert-from-markdown

Insert plain text at beginning:

bash

echo '{"document_id":"abc123","text":"New text","index":1}' | scripts/docs_manager.rb insert

Append to end:

bash

echo '{"document_id":"abc123","text":"Appended text"}' | scripts/docs_manager.rb append

Find and replace:

bash

echo '{"document_id":"abc123","find":"old","replace":"new"}' | scripts/docs_manager.rb replace

Format text:

bash

echo '{"document_id":"abc123","start_index":1,"end_index":50,"bold":true}' | scripts/docs_manager.rb format

Get document structure:

bash

scripts/docs_manager.rb structure <document_id>

Insert table:

bash

echo '{"document_id":"abc123","rows":3,"cols":2,"data":[["A","B"],["1","2"],["3","4"]]}' | scripts/docs_manager.rb insert-table

Insert image from URL:

bash

echo '{"document_id":"abc123","image_url":"https://example.com/image.png"}' | scripts/docs_manager.rb insert-image

Example Workflow: Creating and Editing a Report

•

Create document with formatted content:

bash

echo '{
  "title": "Q4 Report",
  "markdown": "# Q4 Report\n\n## Executive Summary\n\nRevenue increased **25%** over Q3 targets.\n\n## Key Metrics\n\n| Metric | Q3 | Q4 |\n|--------|-----|-----|\n| Revenue | $1M | $1.25M |\n| Users | 10K | 15K |\n\n## Next Steps\n\n- [ ] Finalize budget\n- [ ] Schedule review meeting\n- [x] Complete analysis"
}' | scripts/docs_manager.rb create-from-markdown
# Returns: {"document_id": "abc123"}

•

Add more content later:

bash

echo '{
  "document_id": "abc123",
  "markdown": "\n\n## Appendix\n\nAdditional *details* and **notes** here."
}' | scripts/docs_manager.rb insert-from-markdown

•

Replace text if needed:

bash

echo '{
  "document_id": "abc123",
  "find": "Q3",
  "replace": "Q4"
}' | scripts/docs_manager.rb replace

•

Share with team:

bash

scripts/drive_manager.rb share --file-id abc123 --email team@company.com --role writer

Version History

•1.2.0 (2025-12-25) - Added markdown support documentation: create-from-markdown, insert-from-markdown, insert-table commands. Supports headings, bold, italic, code, lists, checkboxes, tables, and horizontal rules.
•1.1.0 (2025-12-20) - Added Google Drive operations via drive_manager.rb: upload, download, search, list, share, move, copy, delete, folder management. Integrated with excalidraw-diagrams skill for diagram workflows.
•1.0.0 (2025-11-10) - Initial Google Docs skill with full document operations: read, create, insert, append, replace, format, page breaks, structure analysis. Shared OAuth token with email, calendar, contacts, drive, and sheets skills.

Dependencies: Ruby with google-apis-docs_v1, google-apis-drive_v3, googleauth gems (shared with other Google skills)