Google Vault
Information governance platform for managing legal holds, matters, and data exports for compliance.
Three ways to use Google Vault
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Google Vault.
Add Held Accounts
Adds accounts to an existing hold by account IDs or email addresses.
Add Matter Permissions
Adds a collaborator or owner to a matter.
Cancel Operation
Cancels a long-running operation (e.g. an in-progress count or export).
Close Matter
Closes an open matter, preventing further modifications to holds and exports.
Count Accounts
Counts the accounts processed during a query, returning a long-running Operation to poll for results.
Create Export
Creates an export to extract data from a matter, returning a long-running operation.
Get started automating Google Vault
Ready-to-use workflows
Prompts using Google Vault
Google Vault matter portfolio board with case brief intake
See every legal matter, hold, and custodian on one board, run the full matter lifecycle from it, and open new matters straight from a pasted case brief.
Google Vault query builder and export scoping workbench
Build a Vault search, preview how much data it would actually pull, tighten it until the scope is defensible, and only then run the export.
Google Vault custodian search and legal hold release console
Search any employee to see every legal matter and hold they sit on, check departing staff before their account is deleted, and release custodians with a logged reason.
Weekly legal hold notices and acknowledgment tracking
Every Monday, tell everyone under legal hold what they must preserve, chase anyone who has not replied, and keep a dated record you can show a court.
Weekly Google Vault legal hold health check to Slack
Every Monday morning, an agent audits your Google Vault matters, holds, and exports and posts a written health report to your legal Slack channel.
Legal-hold BambooHR terminations in Google Vault before deletion
Every weekday at 6pm, catch new BambooHR terminations, place their Google Workspace mail, drive, groups, and chat on legal hold, and confirm in Slack before IT deletes the account.
Instant DSAR scoping in Google Vault from Jira
Every new privacy request in Jira spins up a dedicated Google Vault matter, counts messages across Mail, Drive, Chat, and Calendar, then posts a scoping summary back on the ticket.
Weekly Google Vault legal hold register snapshot
Every Friday, log every open matter, hold, and custodian from Google Vault into a Google Sheet as a defensible weekly audit trail.