Gmail

Groupthink's Gmail integration transforms how you handle email by leveraging AI to manage your inbox efficiently. With this integration, you can focus on important communications while your AI Employee handles routine email tasks.

• Free yourself from inbox overload by automatically processing unimportant emails
• Save time with AI-drafted responses based on your communication style
• Streamline email workflows through customizable recurring tasks
• Maintain control with drafts that await your review before sending

Creating a Gmail AI Assistant

1. Access AI Employees

   • Navigate to AI Employees in the left sidebar of your Groupthink dashboard

2. Select the Template

   • Browse through the available AI employee templates
   • Each template is designed for specific workflow integrations

3. Choose Gmail Inbox Manager

   • Click on the Gmail Inbox Manager option to begin setup
   • This specialized assistant is configured specifically for email management

Connecting to Gmail

1. Authorize Access

   • Click the Gmail "Connect" button to initiate the authorization process
   • This secure connection allows your AI Employee to work with your emails

2. Complete Authentication

   • Sign in to your Google account if prompted
   • Review the permissions requested by Groupthink
   • Click "Allow" to grant access for email management
   • Your credentials remain secure and are not stored by Groupthink

Configuring Your Email AI Employee

The Gmail AI Employee comes pre-configured with productivity-enhancing tasks:

1. Review Default Tasks

   • Examine the recurring tasks that handle routine email processing
   • These tasks run in the background to keep your inbox organized

2. Customize Task Instructions (Optional)

   • Review the detailed instructions for each automated task
   • Modify these instructions to match your email management preferences

3. Create Custom Tasks (Optional)

   • Add new tasks tailored to your specific email workflow needs
   • Set frequency and detailed instructions for each task

Testing Your Gmail AI Employee

Test Automatic Email Processing

1. Send a Test Email

   • Send yourself an email from another account
   • Include trigger phrases like "not important" or "unsubscribe" to test filtering

2. Verify Processing

   • Check your "All Mail" folder to confirm the AI Employee has archived the message
   • The AI identifies unimportant emails based on content and formatting cues

Test Email Drafting

1. Chat with Your AI Employee

   • Navigate to your private chat room with your Gmail AI Employee
   • This dedicated space allows you to make direct requests

2. Request an Email Draft

   • Describe the email you need with appropriate context and requirements
   • Be specific about tone, purpose, and key information to include

3. Receive Confirmation

   • Your AI Employee will notify you when the draft is complete
   • The confirmation includes a summary of the email created

4. Review and Send

   • Check your Gmail drafts folder to find the prepared email
   • Review, edit as needed, and send when ready

Optimizing Your Gmail Experience

• Start with simple, routine correspondence to familiarize your AI Employee with your writing style
• Regularly check processed emails during initial setup to ensure accurate filtering
• Provide detailed contexts for draft requests to receive more relevant responses
• Fine-tune task configurations based on observed performance and changing needs

Troubleshooting Connection Issues

If you encounter problems with your Gmail integration:

1. Verify your connection status in the AI Employee settings
2. Ensure all permissions were properly granted during the authorization process
3. Check the AI Employee's chat history for any error notifications
4. For persistent issues, contact support@groupthink.com for assistance

You may disconnect your Gmail integration at any time by visiting User Settings > Connections & Integrations and removing the Gmail connection.