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.

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Connecting Your Gmail Account

  1. Navigate to Organization → Organization Settings → Integrations Integrations Navigation
  2. Go to Communications → Gmail Communications Navigation
  3. Enable Gmail Integration by clicking Enable → Sign into your Google Account Enable Gmail

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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.

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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.

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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.

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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.

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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 the Gmail or Outlook nodes.

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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.

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