Gmail

Setup Guide

Follow these steps to connect Gmail to your Connect AI account:

1. Open the Connections page of the Connect AI dashboard.

2. Click + Add Connection in the upper-right corner.

3. Type Gmail into the search field, then click the data source name.

4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

5. Confirm your Schema in the drop down.

6. Select the Authentication method, then proceed to the relevant section and follow those instructions.

Authentication Methods

OAuth

1. Enter the OAuth Client Id assigned when you registered your Gmail account.

2. Enter the OAuth Client Secret for your Gmail account.

3. Click Sign in with Google to connect securely through OAuth. This action opens the Gmail sign-in page on a new tab.

4. Log in to your Gmail account.

5. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

OAuthJwt

1. Enter your OAuth JWT Cert. This is a multi-line key.

2. Enter your OAuth JWT Subject. This must be set to the email address of the user whose data you want to access. The account must also be part of a GSuite domain.

3. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between Connect AI and Gmail, see this information page.