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Gmail Integration

Gmail is useful when a workflow starts from incoming email or needs to act on email content and attachments.

Common use cases​

  • inbox-driven document intake
  • attachment processing
  • routing messages into the right workflow
  • sending workflow follow-up messages

Typical setup flow​

  1. Open Integrations in the XY Web App.
  2. Connect Gmail.
  3. Decide which inbox or labels your workflow should rely on.
  4. Use that connection in a workflow.

Best practices​

  • start with one clear inbox use case
  • keep the scope as narrow as possible
  • test attachment handling with a small sample before rolling out more broadly