Gmail

Connect Gmail so your agents can read inbound email and reason about correspondence. Common use cases include AP help desk, vendor inquiries, and remittance handling.

Audience: IT (the enabler) and builders

What it can do

  • Read. Mailbox sync.

This integration does not support Write, Triggers, or Reply through the workspace-level integration. The bound email pattern adds them on top.

Triggers and Reply come from binding. Want inbound mail to fire work items and the agent to reply through this mailbox? See Bound email for the full wiring with email templates.

Who connects this

Admin-enabled OAuth. IT sets up the Google Cloud project once. After that, a team admin or workspace admin connects the integration for a team or the whole workspace. Builders add it to their Projects without signing in.

IT sets up the Google Cloud project and OAuth client

Create the Google Cloud project, configure the OAuth client, and approve the required scopes.

A team or workspace admin connects the integration

Once stage 1 is done, a team admin or workspace admin opens Integrations, selects Connect on the Gmail card, and signs in with the Google account of the mailbox the integration should read. In Available to, they choose Team or Workspace.

Builders add it to their Projects

In the Project context, builders add the integration with Add to project. They do not sign in to Gmail.