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
Capabilities
This connector is able to do the following:
Capability |
Find emails |
Draft emails |
Send emails |
Delete emails |
Read attachments |
List labels |
Create labels |
Update labels |
Manage signatures |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Gmail. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create draft |
Create label |
Download attachment |
Find email |
Get current user |
List labels |
List thread messages |
Modify labels |
Send email |
Update org signature |
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 |
Identify your Google account email address | |
profile | Show your name and profile picture |
openid | Secure sign-in and session identity |
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 formats: Sana can only read the following file formats in attachments:
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.