Gmail

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Overview

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Connect the integration

1. Go to the “Integrations” page in the sidebar of your Relevance AI dashboard.
2. Click on “Gmail” from the available integrations.
3. Click the “Add Integration” button.
4. In the pop-up window, sign into your Gmail account and authorize Relevance AI to access your emails.
5. Follow any additional prompts to complete the connection process.
6. Once connected, you’ll see your Gmail account listed under connected integrations.

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Setting up triggers

1. Create or edit an agent in Relevance AI.
2. Navigate to the “Triggers” section in “Agent Profile”.
3. Select “Gmail” as the trigger source.
4. Configure the trigger conditions based on your needs:
   • New Email: Trigger when any new email arrives in your inbox
   • Emails with Specific Labels: Trigger only for emails with certain Gmail labels
   • Emails from Specific Senders: Trigger for emails from particular email addresses
   • Emails with Specific Subject Lines: Trigger based on keywords in subject lines
   • Unread Emails: Trigger only for unread messages
5. Set the frequency of checking for new emails (e.g., immediately, every 5 minutes, hourly).
6. Save your trigger configuration.

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Tools & Tool Steps

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Read Emails

• Get Email Content: Retrieve the full content of specific emails
• Search Emails: Find emails matching specific criteria
• Get Email Attachments: Access files attached to emails
• Get Email Metadata: Extract information like sender, recipients, date, etc.
• Get Email Thread: Retrieve entire conversation threads

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Compose and Send Emails

• Send Email: Create and send new emails
• Reply to Email: Respond to existing email threads
• Forward Email: Forward messages to other recipients
• Draft Email: Create draft emails without sending
• Schedule Email: Compose emails to be sent at a later time

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Email Management

• Apply Labels: Organize emails with Gmail labels
• Mark as Read/Unread: Change the read status of emails
• Archive Email: Move emails out of the inbox
• Move to Folder: Organize emails into different folders
• Delete Email: Remove unwanted emails
• Star/Flag Email: Mark important emails for follow-up

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Advanced Actions

• Extract Information: Parse email content for specific data
• Analyze Sentiment: Determine the tone and sentiment of emails
• Categorize Emails: Automatically sort emails by type or priority
• Set Reminders: Create follow-up reminders for important emails
• Create Tasks: Generate tasks based on email content

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Use the integration’s API tool step (advanced)

1. Create a new tool in Relevance AI.
2. Scroll down to Tool-steps.
3. Add the Gmail API tool-step.
4. Select your connected Gmail account in the dropdown.

1. Access Advanced Gmail Features: Utilize Gmail API endpoints not covered by standard actions
2. Custom Email Processing: Create specialized workflows for unique email handling requirements
3. Batch Operations: Perform actions on multiple emails simultaneously
4. Complex Filtering: Implement sophisticated email filtering logic
5. Integration with Other Services: Connect your email workflows with other tools and platforms

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Example: Custom Email Processing with Gmail API

// Example of using Gmail API to process emails with specific criteria
{
  "method": "GET",
  "endpoint": "users/me/messages",
  "params": {
    "q": "is:unread from:important-client@example.com",
    "maxResults": 10
  }
}

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Frequently asked questions (FAQs)