Gmail
Connect your Gmail account to HappyRobot
Integrate Gmail with your workflows to streamline email communication and automation. You can use Gmail triggers to start a workflow based on incoming emails, and Gmail actions to send emails, wait for replies, or handle specific email events.
Connecting Your Gmail Account
-
Navigate to Organization → Organization Settings → Integrations
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Go to Communications → Gmail
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Enable Gmail Integration by clicking Enable → Sign into your Google Account
Setting Up Triggers with Gmail
You can configure a Trigger to be linked to a Gmail account. This means that when a new email is received in a specific inbox, the trigger will execute, and the rest of your workflow will commence.
Using the Gmail Node in Workflows
A Gmail Node can be used in your workflow after a tool node to perform the following actions:
- Send an email – Compose and send a new email message.
- Reply to an existing email – Respond to an email thread.
- Wait for a response – Pause the workflow until an email reply is received.
- Label or move an email – Organize emails within Gmail based on workflow logic.
- Get a message – Retrieve an email message by its ID.
- Get thread messages – Fetch all messages in a specific email thread.
- Parse an attachment – Extract and process files attached to emails.
Gmail Node Fields
When setting up a Gmail node, you can specify the following fields, as well as pass in a parameter using the @
symbol:
- To (Required) – The recipient(s) of the email.
- Cc – Additional recipients to be copied.
- Bcc – Recipients to be blind copied.
- From Name – The display name for the sender.
- Reply-To – The email address to receive responses.
- Subject (Required) – The subject of the email.
- Body (Required) – The content of the email.
- Attachments – Any files to be included in the email.
This integration makes it easy to automate email tasks, streamline communication, and manage email-based workflows efficiently.
Using HappyRobot Internal Email
If you prefer not to integrate your own Gmail or Outlook account, HappyRobot can set up a general-purpose email address for you using the @happyrobotdomain.com
domain.
This setup allows your agents to send and receive emails as part of workflow automations.
Setup Instructions
To use this option:
- Contact the HappyRobot team and we’ll provision the internal email address for you.
- Once set up, add the
Mail
node to your workflow instead of theGmail
orOutlook
nodes.
Limitations
- You cannot access an inbox UI or view emails in a traditional mail client.
- Emails are only available within workflows and are not tied to a personal or business email account.
For branded sender addresses (e.g.,
@yourcompany.com
), we recommend using the Outlook or Gmail nodes instead.