Guides

Evergreen guides for the way Tooling Studio actually works

These pages sit between the product pages and the blog archive. They are broad, durable guides for teams that already live in Gmail, Google Calendar, Drive, and Google Contacts and want a lighter workflow layer.

Illustrated Google Workspace project management board connected to Gmail, Calendar, Docs, and Drive

Kanban Tasks

Google Workspace Project Management: A Practical Guide for Small Teams

Google Workspace handles communication well, but not shared execution. This guide shows a practical, lightweight project management setup for small teams.

Read guide See Kanban Tasks

Illustrated shared task board with Assigned, Mentioned, and Get Work Done views

Kanban Tasks

Google Workspace Task Management: Shared Tasks Without the Extra Bloat

Personal reminders are easy. Shared task management is where most Google Workspace setups fall apart. This guide shows a practical model that small teams will actually use.

Read guide See Kanban Tasks

Illustrated Gmail inbox turning an email into a Kanban workflow board

Kanban Tasks

Kanban for Gmail: Turn Email Into a Real Workflow

Gmail is a great intake layer and a bad workflow layer. This guide shows how Kanban fixes that for teams that already live in Google Workspace.

Read guide See Kanban Tasks

Illustrated lightweight CRM with pipeline, contacts table, and organizations table

Sales CRM

Google Contacts CRM: How to Turn Google Contacts Into a Usable Sales System

Google Contacts is a solid contact layer, but it is not a full CRM. This guide explains what needs to be added to make it usable for a small team.

Read guide See Sales CRM

AI-agent workflow guides

Connect the MCP story to the product workflows

Tooling Studio MCP connects AI apps to the same Tasks and CRM workspace your team already uses. These guides split the story by the work agents should help manage.

Sales CRM

CRM for AI agents

How Sales CRM gives AI agents contacts, organizations, deals, notes, tags, owners, and linked follow-up tasks they can work with through MCP.

Kanban Tasks

Project management for AI agents

How Kanban Tasks gives AI agents boards, lists, tasks, due dates, owners, comments, checklists, tags, and CRM links they can update through MCP.

Sales CRM comparison

Best CRMs for AI agents

A practical comparison of agent-ready CRMs for Google Workspace teams and broader sales teams.

Kanban Tasks comparison

Best project management tools for AI agents

A practical comparison of agent-ready project management tools, from lightweight Kanban to enterprise work platforms.