Integration guide

How to Connect AI Agents to Email

Connect your AI agent to Gmail or Outlook for automated email triage, drafting, and follow-up.

beginner · 6 min read

Step-by-step guide

  1. Choose your email provider

    Gmail and Outlook have the deepest integrations. Other email providers work via IMAP/SMTP.

  2. Configure access scope

    Grant the agent access to specific labels/folders only - least privilege. Don't give full inbox access unless needed.

  3. Define triage rules

    Configure how the agent categorizes incoming email: by sender, subject, content, urgency.

  4. Set up response templates

    Create draft templates for common email types. The agent personalizes them based on context.

  5. Configure draft vs send

    Decide which emails the agent drafts for review vs sends autonomously. Start conservative.

Key takeaways

  • Email triage alone saves 1-2 hours per day for most professionals
  • Start with draft-only mode until you trust the agent's responses
  • Least-privilege email access is critical for security and privacy

Email Provider Connection

Native Gmail and Outlook integration with proper OAuth authentication and scoped access.

Smart Triage Rules

Classify and prioritize incoming email based on sender, content, urgency, and your custom rules.

Draft Generation

Contextual email drafts ready for your review - saving time on routine responses.

Access Scoping

Limit agent access to specific labels or folders - never grant more access than needed.

Priority Flagging

Important emails from key contacts flagged immediately - even during off-hours.

Email Analytics

Track response times, email volumes, and triage accuracy over time.

FAQ

Can the agent read all my emails?

You control the scope. The agent can be limited to specific labels, senders, or email types.

Does it work with Google Workspace?

Yes. Gmail integration works with both personal Gmail and Google Workspace business accounts.

Can it send emails without my approval?

You configure this. Start with draft-only (agent drafts, you send). Expand to auto-send for routine response types as you build confidence.

Tame your inbox

Connect AI to your email.