Module 06 · Integrations
Gmail
Let assistants list and read mail and leave replies as drafts. Sending always waits for your Approve.
On this page
Gmail lets an assistant read your inbox and write replies for you. It leaves each reply as a draft in Gmail, so nothing is sent until you say so.
At a glance#
| Category | Mail and calendar |
| Used by | Accountant, Marketing, Legal, Product owner, Sales, Executive assistant, Support |
What assistants can do#
| Ability | How it runs |
|---|---|
| List and read mail | Reads on its own |
| Create drafts (nothing is sent) | Reads on its own |
| Send a draft | Waits for your Approve |
Setup#
- In Google's developer console, create access for your Gmail account with the permissions listed below, and copy the access token it gives you.
- Open Integrations and pick Gmail.
- Paste the token and press Connect.
- Leave sending off until you want it. Reading and drafting work without it.
Permissions#
In plain words, the access needs to:
- Read your mail (read-only access).
- Compose drafts.
- Send mail. Add this only if you will allow sending.
If you never allow sending, leave out the send permission and the assistant cannot send at all.
Good to know#
- Sending is off by default. Even when you allow it, every send waits for your Approve. See approvals.
- The assistant sees only mail the account can see. Use a separate mailbox if you want to limit what it reads.
- Your token stays with your StellarFirm workspace and is never shown back to you. The page shows only that it is connected.
- Drafts appear in Gmail's own Drafts folder, where you can edit them like any other.
Prompts#
PromptDraft a reply Marketing, draft a reply to the latest customer mail and leave it as a Gmail draft. Do not send until I Approve.
PromptInbox brief Accountant, read my inbox from the last two days and list anything about invoices or payments.
PromptTriage Legal, find mail from this week that mentions a contract and summarise what each one asks of me.