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Gmail Integration

Use the Gmail integration to streamline email workflows.

Updated over 3 weeks ago

Overview

The Gmail integration lets you enhance your communication and workflow automation by seamlessly linking your email activities with tasks and projects.

You can use Taskade's Gmail integration in several ways.


Add Gmail to Agent Tools

Connecting your Custom AI Agents with Gmail gives them the ability to send emails and seamlessly links your email communication with your tasks and projects.

💡 Note: Visit our guide to AI Agent Tools to learn more.


Gmail Automation

Configure Taskade to send emails via Gmail when specific triggers occur, such as project updates or task deadlines, or trigger actions when new emails arrive.

💡 Note: Visit our Automation Guide to learn more.


Gmail Triggers & Actions

Here are the triggers & actions you can use in your workflows:

(Trigger) New Email

Kicks off actions when a new email arrives in Gmail.

(Action) Send Email

Sends an email through Gmail to a specified recipient.

(Action) Find Email(s)

Find email(s) in your Gmail account.

(Action) Create Draft Email

Create a new draft email message.


Gmail Automation Settings

Connector options give you full control over the Gmail automation:

🏷️ Field

🔤 Description

(required) Account

Connect your Taskade account to your personal or business Gmail account.

(required) To

Enter the recipients' email addresses separated by commas.

(required) Subject

Type the subject line for the email that will be sent out.

(required) Body (Plain Text)

Type the message in the provided space or use pre-defined elements/click ➕ for more options.

(required) Emails to Return

Return the first matching email or the first 100 matching emails.

Identify Emails

Define the fields that identify the email(s) in Gmail.

CC

Add the email addresses of other recipients you want to copy on the email. These recipients will be visible to everyone who receives the email.

BCC

If you prefer to send an HTML-formatted email, use this field to input your HTML code with styles, links, and structured layouts.

(required) Body (HTML)

If you want to compose an HTML email, type your HTML code here. You can include command results by typing '@'.

Reply To

Specify an alternate email address that recipients should use when replying to your email. This is useful if you want responses to be sent to a different email address than the sending address.

From

Choose the sending email address from your connected Gmail accounts. This is especially useful if you manage multiple email addresses.

Message ID to Reply To

Reply to a specific message (you can pull the unique email identifier from the New Email trigger.


Use Cases

Not sure how to use the Gmail connector? Here are a few ideas:

Use Case

💭 Scenario

Flow Example

Send auto-reply for new inquiries

A sales team wants to immediately respond to inbound leads with a welcome message.

1. Trigger: New Email in Gmail

2. Filter: Subject or sender domain indicates a potential lead

3. Send email: Send a pre-written welcome or info pack to the new lead

Create draft responses for support

A support desk needs pre-filled draft replies for common queries to speed up response times.

1. Trigger: New Email

2. Filter: Check for keywords like “refund” or “technical issue”

3. Branch: Categorize the email / adjust the response

3. Create Draft Email: Populate a draft with a template or partial response for quick review

Forward VIP emails

Important emails from key stakeholders should be forwarded to a specific manager or group for immediate attention.

1. Trigger: New Email

2. Filter: If sender matches a VIP address or subject includes “urgent”

3. Add Task: Add a new task to a tracker project

4. Send Channel Message: Notify the team about the new email in a Slack channel

Auto-reply after business hours

An out-of-office reply is sent whenever an email arrives late at night or on weekends.

1. Trigger: New Email

2. Send email: A predefined out-of-office message is automatically sent to the sender

3. Add Task: Create a follow-up task in a tracker project


😊 Helpful Links

🤖 Taskade AI Essentials

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