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

  1. Navigate to OrganizationOrganization SettingsIntegrations

  2. Go to CommunicationsGmail

  3. 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 the Gmail or Outlook 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.

Need Help?

Join the HappyRobot Slack Community