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Create a project kit in Docs, Sheets and Slides with Gemini

Use one Gemini chat to make a project brief in Google Docs, a budget sheet in Google Sheets and a slide deck in Slides, in about 20 minutes.

By Recaply EditorsBeginner20 min5 stepsUpdated

A hand lifts a flat lid above an open cardboard box holding three blank paper sheets

What you need

On a work or school account, the export options depend on your admin's Workspace settings.

  1. Step 1: Brief Gemini on the project

    3 min

    Every file in this chat builds on this first message, so facts you give now carry into all three.

    1. Go to gemini.google.com and start a new chat.
    2. Paste the prompt below with your own facts.
    3. Answer Gemini's questions in one reply before you ask for any file.
    Your prompt
    I'm planning a project. Here are the facts:
    - Name: [PROJECT NAME]
    - Goal: [WHAT SUCCESS LOOKS LIKE]
    - Audience: [WHO IT'S FOR]
    - Budget: [TOTAL AMOUNT]
    - Deadline: [DATE]
    - People: [NAMES AND ROLES]
    
    Don't create any files yet. Sum up the project in 5 lines. Then list anything missing that a brief, a budget and a slide deck would need.

    You should see a 5-line summary of your project and a short list of missing facts.

    Gemini fills gaps with numbers you never gave it?

    Reply: "Mark any number or date I didn't give you as TBD." Then check every TBD before you share the files.

  2. Step 2: Write the brief in Canvas

    5 min

    Canvas lets you edit the brief next to the chat before it becomes a Google Doc.

    1. Below the text box, click Add files > Canvas, then send the prompt below.
    2. To change a part, select the text in the Canvas panel and type what to change. Change tone and Change length make quick fixes.
    3. At the top right of the Canvas panel, click Share & export > Export to Docs.
    Your prompt
    Write a 1-page project brief from the facts above: summary, goals, timeline, people and their roles, risks, and open questions.

    You should see a new Google Doc with your brief, saved in your Drive.

    The brief came back in the chat, not in Canvas?

    Click Add files > Canvas again, then send the prompt once more. Canvas has to be picked before you send.

  3. Step 3: Build the budget as a Google Sheet

    4 min

    Gemini makes one file per prompt, so the budget gets its own request.

    1. Send the prompt below in the same chat.
    2. Open the file Gemini makes. Export it to your Google Drive, or download it to your device.
    Your prompt
    Create a Google Sheets budget tracker for this project. Columns: line item, channel, owner, planned cost, actual cost, difference. Fill in line items that match the brief, and keep the total within [BUDGET].

    You should see a spreadsheet file in the chat with your line items filled in.

    You got a table in the chat instead of a file?

    Click Export to Sheets at the bottom right of the table. It saves the table to a new spreadsheet in your Drive.

    Need Excel instead? Ask for an .xlsx file. Gemini can also make PDF, Word and CSV files.

  4. Step 4: Turn the brief into a deck

    5 min

    Building the deck from the brief keeps the goals, dates and numbers the same in both files.

    1. Open the brief in the Canvas panel and click Create at the top right.
    2. Type the prompt below and send it.
    3. At the top right of the Canvas panel, click Share & export > Export to Slides.
    Your prompt
    Turn this brief into an 8-slide deck covering the overview, goals, audience, plan, budget, timeline, how we measure success, and what comes next. Use the totals from the budget sheet in this chat.

    You should see an editable deck in Google Slides, saved in your Drive.

    No Create button above the brief?

    Creating from a Canvas doc isn't open to users under 18. Instead, click Add files > Canvas and ask Gemini to "Create a slide presentation" from the brief.

    The same export menu can also save the slides as a PDF.

  5. Step 5: Change the kit from the same chat

    3 min

    The chat keeps all three files in view, so a change in one can carry into the others.

    1. Ask for one change in plain words, naming the file, as in the prompt below.
    2. Then ask for the brief and the deck to match, one file per message.
    3. Export each updated file again. Each export makes a new file, so delete the old copies in Drive.
    Your prompt
    The budget is now [NEW AMOUNT]. Update the budget sheet to fit it, and keep everything else the same.

    You should see updated files that agree on the new numbers.

    Gemini changed only one file?

    It makes one file per prompt. Send a new message for each file, such as "Now update the deck's budget slide to match."

    On the web, you can also open a file full screen in the chat and type your own edits. Or select text and ask Gemini to change it.

You get

A matching project brief in Google Docs, budget tracker in Sheets and deck in Slides, all built from one chat

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