Use Google Docs AI to Draft Client Letters

What This Does

Google Docs has a built-in "Help me write" feature that can generate a first draft of any client letter — plan summaries, annual review invitations, beneficiary review letters, and more — from a short description. No need to stare at a blank page or hunt for old templates.

Before You Start

• You have a Google account (free is fine)
• Open Google Docs (docs.google.com)
• Have the key details you want in the letter ready (client name, what they purchased, key dates)

Steps

1. Create a new document

Go to docs.google.com and click the + (blank document) button.

What you should see: A blank Google Doc opens.

2. Find the "Help me write" button

At the top of the blank document, you'll see a blue "Help me write" button (with a pencil and sparkle icon). Click it.

If you don't see it, click anywhere in the document body. A smaller version of the button may appear in the left margin.

What you should see: A text box appears where you can describe what you want written.

3. Describe the letter you need

Type a clear description of what you want. For example:

Write a professional post-purchase summary letter for a client named Robert Martinez, age 67, who just purchased a 10-year fixed indexed annuity with $185,000. The annuity has a guaranteed minimum 6% income rollup and income can start in 10 years. His goal is guaranteed retirement income. The letter should confirm his purchase, explain the key features simply, and mention that I'm available for questions. Warm and professional tone.

Click Create.

What you should see: Google Docs generates a complete letter draft, typically 200–350 words, formatted as a proper business letter.

4. Review and personalize the draft

Read the draft carefully. Add or correct:

• Your name and contact information
• The specific carrier and product name
• Any details the AI generalized

Use the Refine option (appears after the draft) to tell Docs: "Make it warmer" or "Add a paragraph about what to expect during the free-look period."

5. Format and save

Add a date, your practice letterhead, and your signature block. Download as a PDF (File → Download → PDF) to email or print for the client.

Real Example

Scenario: You just submitted Margaret's application for a 7-year FIA. You want to send her a "what you just purchased" letter but you're already on to the next meeting.

What you type into Help me write: "Write a warm, simple letter to Margaret Olsen, 64, who just purchased a 7-year fixed indexed annuity with $220,000. Key features: no market loss, potential for indexed growth, income option available at surrender. Mention the 30-day free-look period. Keep it under 250 words."

What you get: A complete letter ready to review and send in about 90 seconds.

Tips

• Google Docs saves your document automatically — your drafts are always accessible from any device
• Save your best letters as templates by making a copy of the document for future similar use cases
• The "Help me write" feature improves with more specific descriptions — the more detail you provide, the better the first draft

Tool interfaces change — if a button has moved, look for similar AI/magic/smart options in the same menu area.