Gmail

Gmail integration in Lleverage enables you to automate email workflows directly within your automations. Connect your Gmail or Google Workspace account to send emails, manage labels, find messages, and handle attachments seamlessly.

Key Features

• Email management - Send, draft, archive, and find emails programmatically

• Label operations - Add, remove, and list Gmail labels for organization

• Attachment handling - Download attachments from emails to use in workflows

• Signature management - Update email signatures for personal or organizational accounts

• Workflow approvals - Suspend workflows pending email-based approvals

• Secure connection - Uses Pipedream for secure, instant Gmail account integration

How to Add Gmail Integration

1. Open the Add Action menu using one of three methods:

   • Click the "Add Action" button in the top left corner

   • Click on a connection circle on an existing action card

   • Click and drag from one action to create a connection

2. Navigate to Gmail integration:

   • Select "External Apps" from the categories

   • Search for "Gmail" in the provider list, or

   • Scroll down to find Gmail in the alphabetical list

3. Click on Gmail to view available actions

4. Select your desired Gmail action from the list of available options

💡 Tip: When searching for integrations, search by provider name (Gmail) rather than specific action names for best results.

How to Connect Your Gmail Account

Initial Setup

1. Click "Connect Gmail Account" in any Gmail action

2. Choose to connect a new account or use an existing connection

3. A popup will appear stating "Lleverage uses Pipedream to connect your account"

4. Click "Continue" to accept terms and conditions

5. Select "Sign in with Google"

6. Choose which Google account to connect

7. Grant necessary permissions for data access

8. Click "Continue" once successfully connected

⚠️ Important: Gmail data may not auto-update immediately. Refresh the page if newly created labels or emails don't appear in dropdowns.

How to Configure Gmail Actions

How to Update Email Signatures

Update Signature for Primary Email Address

1. Connect your Gmail account

2. In the signature field, either:

   • Type your signature directly, or

   • Select a variable from your workflow

3. The signature will be applied to your primary email address

Update Signature for Email in Organization

1. Connect your Google Workspace account

2. Specify the email address within your organization

3. Enter the new signature text or select a variable

💡 Use case: Automate signature updates for seasonal campaigns, new contact information, or role changes across your organization.

How to Send Emails

1. Connect your Gmail or Google Workspace account

2. Configure the required fields:

   • To: Select recipients from dropdown or input manually/via variable

   • Subject: Enter email subject line

   • Email Body: Compose your message content

3. Optional properties (expand for advanced configuration):

   • CC: Add carbon copy recipients

   • BCC: Add blind carbon copy recipients

   • From Name: Customize sender display name

   • From Email: Specify sending email address

   • Reply To: Set different reply-to address

   • Body Type: Choose HTML or plain text format

   • Attachment File Names: Attach files by name

   • Attachment URLs: Include files via URL

   • In Reply To: Reference previous message

   • MIME Type: Set message format

💡 Use case: Automate follow-up emails, send reports on schedule, or trigger email notifications based on workflow conditions.

How to Manage Email Labels

Add Label to Email

1. Connect your Gmail account

2. Select the target message from dropdown or input variable

3. Choose the label to apply from available options

Remove Label from Emails

1. Connect your Gmail account

2. Select the message containing the label

3. Choose which label to remove from dropdown

List Labels

1. Connect your Gmail account

2. This action automatically retrieves all existing labels in your account

💡 Use case: Organize emails automatically based on content, sender, or workflow triggers. Create automated filing systems for different types of correspondence.

How to Find Emails

1. Connect your Gmail account

2. Configure search parameters:

   • Search Query: Use Gmail search syntax to find specific emails

   • Include Spam and Trash: Check box to include these folders

   • Max Results: Set maximum number of emails to return

3. The action uses Google's search engine to locate matching emails

💡 Use case: Retrieve emails for processing, find attachments to download, or locate specific correspondence for workflow decisions.

How to Handle Attachments

Download Attachment

1. Connect your Gmail account

2. Select the message containing the attachment

3. Choose which attachment to download

4. Optional: Specify a custom filename

💡 Use case: Process invoices, extract data from documents, or save important files from incoming emails for further workflow steps.

How to Create Email Drafts

1. Connect your Google Workspace account

2. Configure draft content:

   • To: Specify recipients

   • Subject: Set email subject

   • Email Body: Compose draft content

3. Optional properties (same as Send Email):

   • CC, BCC, attachments, reply settings, and formatting options

💡 Use case: Prepare emails for manual review before sending, create templates for team members, or stage emails based on workflow conditions.

How to Archive Emails

1. Connect your Gmail account

2. Select the message to archive from dropdown or variable input

3. The email will be moved to the archived folder

💡 Use case: Automatically archive processed emails, clean up inbox after workflow completion, or organize emails based on workflow outcomes.

How to Set Up Email Approvals

Approve Workflow

1. Connect your Gmail account

2. Configure approval settings:

   • To: Specify who should receive the approval request

   • Subject: Set approval email subject line

   • Email Body (optional): Add context or instructions

3. The workflow will pause until approval is received via email response

💡 Use case: Require manager approval for expenses, get sign-off on content before publishing, or ensure human oversight for sensitive automated actions.

Important Considerations

• All input fields support custom text, dropdown selections, and workflow variables

• Gmail integration requires appropriate permissions for the actions you want to perform

• Dropdown options populate based on your connected account's current data

• Some actions may require Google Workspace rather than personal Gmail accounts

• Label and message dropdowns will show "No options" if no data is available

⚠️ Security Note: Gmail integration uses Pipedream's secure connection protocols. Only grant the minimum permissions necessary for your workflow requirements.

How Gmail Actions Work in Your Workflow

1. Add the appropriate Gmail action based on your email automation needs

2. Connect your Gmail or Google Workspace account securely

3. Configure the action with required fields and optional properties

4. Connect the action to other workflow steps as needed

5. When the workflow runs, the Gmail action will execute the specified email operation

6. Results and data from Gmail actions become available as variables for subsequent actions

💡 Best Practice: Use Gmail actions to close the loop on your workflows - notify stakeholders, send results, or trigger human actions based on automated processing.