Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect Gmail to Sana to find, send and manage your emails. Revisit old conversations, capture action items, summarize attachments, prepare drafts and send follow-ups based on your context instead of starting from scratch.

In summary, the connector has the following key characteristics:

Category: Communication
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed

Tools

Tools are the operations the agent can use when you ask Sana about Gmail. In practice, the agent may call more than one to complete a single request.

Tool

Create draft

Create label

Find emails

Get current user

Get thread

List labels

Modify labels

Read attachment

Send email

Update signature for email in organization

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Gmail.

Trigger

New Attachment Received

New Email Matching Search

New Email Received

New Labeled Email

New Sent Email

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:

Scope	Purpose
email	Identify your Google account email address
profile	Show your name and profile picture
openid	Secure sign-in and session identity
gmail.readonly	Read your messages, threads, and attachments
gmail.metadata	Read message headers and labels without message bodies
gmail.labels	Read and manage Gmail labels
gmail.send	Send emails on your behalf from Sana
gmail.modify	Read, label, and archive messages
gmail.compose	Create draft emails from Sana
gmail.settings.basic	Understand your custom configurations

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Gmail in the list of available connectors

Scroll to the Available connectors section and locate Gmail.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Gmail card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Sign in to Gmail and approve the requested scopes

You'll be redirected to Gmail to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 6: Complete the set up

You've successfully connected your Gmail account. Click Continue to complete the setup and start using the connector.

Known limitations

Attachment size: Sana can only open attachments on smaller emails. On a long email, or one with lots of embedded images, the attachment cannot be opened at all, whatever its file format.
Attachment formats: On emails where attachments can be opened, Sana can only read the following file formats: pdf, jpeg, jpg, png, gif, webp, txt, html, docx. Other file types cannot be opened, read, or summarized.
Contacts: The connector does not search Google Contacts — you need to provide email addresses explicitly.
Label deletion: The connector can create labels and add or remove them from emails, but cannot delete label definitions from Gmail.