Gmail

Gmail Integration #

Connect your Gmail account to enable AI agents to fetch emails, create drafts, manage labels, and handle attachments. Perfect for email automation, organization, and processing workflows.

Setup #

  1. Navigate to Settings → Integrations in your Overclock dashboard
  2. Click Connect next to Gmail
  3. Authorize Overclock to access your Gmail account
  4. Your Gmail integration is now ready to use

What You Can Do #

Your AI agents can now:

  • Fetch emails from your inbox, folders, or with specific search criteria
  • Create email drafts for review before sending
  • Manage labels by creating new ones and applying them to emails
  • Download attachments from emails for processing
  • Organize emails by adding appropriate labels automatically

Available Actions #

  • Fetch Emails: Search and retrieve emails based on criteria like sender, date, or subject
  • Create Email Draft: Compose draft emails that you can review and send later
  • Create Label: Set up new Gmail labels for better organization
  • Add Label to Email: Apply existing labels to specific emails for categorization
  • Get Attachment: Download files attached to emails for further processing

Example Playbook: Invoice Processing Automation #

Here’s how you might automate invoice processing and organization:

# Invoice Processing & Organization
Automatically detect, organize, and process invoice emails for accounting.

## Steps

- Fetch emails from the past week with invoice indicators:
   - Search for subject lines containing "invoice", "bill", or "payment"
   - Look for emails from known vendor domains
   - Focus on emails with PDF attachments

- For each potential invoice email:
   - Create a "Pending Invoice" label if it doesn't exist
   - Add the "Pending Invoice" label to the email
   - Download any PDF attachments for processing

- Analyze email content to extract:
   - Vendor name and contact information
   - Invoice number and date
   - Total amount due and payment terms
   - Due date and payment instructions

- Create a summary draft email for the accounting team:
   - List all invoices found this week
   - Include vendor, amount, and due date for each
   - Attach downloaded invoice files
   - Add note about any urgent payments due soon

- Apply additional labels based on content:
   - "Urgent Payment" for invoices due within 5 days
   - "High Value" for invoices over $1,000
   - Vendor-specific labels for regular suppliers

- Send notification to accounting team via Slack with summary

## Trigger

- Run every Monday morning to process weekend invoice emails

More Use Cases #

Customer Support: Automatically label and organize support emails by topic or urgency

Newsletter Management: Fetch newsletters, extract key insights, and organize by topic

Lead Processing: Identify and label potential sales inquiries for follow-up

Receipt Organization: Categorize expense receipts and prepare them for accounting

Attachment Backup: Download important attachments and organize them by type or date

Getting Started #

Ready to automate your email workflow? Try creating a playbook that:

  1. Identifies a specific type of email you receive regularly
  2. Organizes those emails with appropriate labels
  3. Extracts or processes the information you need from them

The AI will handle fetching, organizing, and processing your emails while you focus on acting on the important information.