Email integration
AI agents for Gmail.
Gmail is Google's email service for consumers and businesses; the Gmail API is a REST API that lets software access mailboxes and send mail on a user's behalf.
What an AI role does with your Gmail data
A role works the records you already keep in Gmail, governed and scoped to the job it is hired for.
Records it works with
- messages
- threads
- drafts
- labels
- history
- settings
- attachments
What it can do
- send messages
- read and search messages and threads
- create drafts
- create and apply labels
- watch a mailbox for changes via push notifications
- manage settings such as filters and forwarding
Roles you can deploy on Gmail
9 roles
- Required · Low
Operations Coordinator
Operations · Move Faster
Handle the daily ops glue, routing internal requests, retrieving SOPs, triaging shared inboxes, so work moves to the right owner without manual sorting.
- Required · Low
Operations Specialist
Operations · Move Faster
Run recurring workflow instances end-to-end, approval orchestration, procurement intake, vendor coordination, exception routing, with audit-grade logs.
- Required · Low
Chief of Staff Agent
Operations · Move Faster
Turn meetings, OKRs, and initiatives into structured outputs, action lists, status rollups, board packs, exec communications, with voice-calibrated drafts.
- Recommended · Low
People Operations Coordinator
People · Move Faster
Run employee lifecycle coordination end-to-end, onboarding, offboarding, PTO and leave, handbook Q&A, benefits enrollment, with HRBP review on every sensitive moment.
- Recommended · Low
Recruiting Coordinator
People · Move Faster
Run candidate-side recruiting coordination end-to-end, pipeline tracking, interview scheduling, panel coordination, reference checks, with recruiter review on judgement calls.
- Optional · Low
Revenue Operations Analyst
RevOps · Increase Revenue
Run CRM hygiene, forecast confidence scoring, commission reconciliation, and pipeline reporting on a continuous basis.
- Recommended · Low
AP Specialist
Finance · Cut Cost
Run the AP cycle end-to-end, invoice intake, 3-way match, approval orchestration, payment scheduling, vendor queries, with audit-grade logs.
- Required · Medium
Sales Development Representative
Sales · Increase Revenue
Qualify inbound leads and demo requests against ICP rules, route them with context, and protect the best opportunities.
- Required · Medium
AR Specialist
Finance · Move Faster
Handle AR end-to-end, collections follow-up, revenue recovery, dispute triage, with clear escalation for sensitive cases.
Capabilities that use Gmail
Specific capabilities that plug into Gmail on top of the role's base stack.
Operations Coordinator
Internal Request Routing
Required
Operations Coordinator
SOP Retrieval
Required
Operations Coordinator
Shared Inbox Triage
Required
Operations Coordinator
Document Intake
Required
Operations Specialist
Approval Orchestration
Required
Operations Specialist
Procurement Request Handling
Required
Operations Specialist
Vendor Ops Coordination
Required
Operations Specialist
Process Exception Handling
Required
Chief of Staff Agent
Meeting to Action
Required
Chief of Staff Agent
OKR Tracking
Required
Chief of Staff Agent
Board Prep
Required
Chief of Staff Agent
Executive Communications
Required
Recruiting Coordinator
Interview Scheduling
Recommended
Recruiting Coordinator
Reference Checking
Recommended
People Operations Coordinator
Onboarding Coordination
Recommended
People Operations Coordinator
Offboarding Coordination
Recommended
People Operations Coordinator
PTO & Leave
Recommended
People Operations Coordinator
Handbook Retrieval
Recommended
People Operations Coordinator
Benefits Enrollment
Recommended
Recruiting Coordinator
Candidate Pipeline Tracking
Recommended
Revenue Operations Analyst
Forecast Accuracy
Optional
Revenue Operations Analyst
Pipeline Reporting
Optional
AP Specialist
AP Automation
Recommended
AP Specialist
Vendor Onboarding & KYC
Recommended
AP Specialist
Expense Classification
Recommended
AP Specialist
Invoice Dispute Intake
Recommended
Revenue Operations Analyst
CRM Hygiene
Optional
Revenue Operations Analyst
Commission Calculation
Optional
Sales Development Representative
Inbound Lead Qualification
Required
Sales Development Representative
Demo Qualification
Required
Sales Development Representative
Outbound Research
Required
AR Specialist
Dispute Triage
Required
AR Specialist
Invoice Collection
Required
AR Specialist
Revenue Recovery
Required
Common questions
- Does an AI role need its own Gmail account?
- No. The role connects through Gmail's API using OAuth 2.0 with Google API scopes (non-sensitive, sensitive, and restricted, such as gmail.send and gmail.readonly); some Workspace operations require a service account with domain-wide delegation, with the access your team grants. There is nothing to replatform.
- What can an AI role do with our Gmail data?
- It works with messages, threads, drafts, labels, history, settings, and attachments, and can send messages, read and search messages and threads, create drafts, create and apply labels, watch a mailbox for changes via push notifications, and manage settings such as filters and forwarding. Each role is scoped to only the records and actions its job needs.
- Is the connection to Gmail governed?
- Yes. Every action a role takes in Gmail is logged and reviewable, under defined human oversight, with a full audit trail.
Already using Gmail?
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