Gmail Integration
The Gmail integration lets agents read incoming emails (questionnaires, RFPs) and send outreach emails on your behalf — always with your approval first.
Connect Gmail
- Go to Dashboard → Integrations → Gmail
- Click Connect Gmail Account
- Authorize Ariftly in the Google OAuth flow
What agents use Gmail for
AI Readiness Agent — Inbound
Forward procurement questionnaires directly to the agent:
- Set up a Gmail filter to forward emails with "questionnaire", "security review", or "AI readiness" to
relay@ariftly.io - The agent receives the email, extracts the questionnaire, and starts a
questionnaire.respondtask automatically
Sales Agent — Outbound
The Sales Agent drafts personalized outreach emails and submits them for approval. When you approve, Ariftly sends from your Gmail address using your connected account — not a generic sending domain.
Sent emails are tracked for opens and replies, which feed back into the agent's follow-up logic.
Required Gmail permissions
| Permission | Why |
|---|---|
gmail.send | Send approved outreach emails |
gmail.readonly | Read inbound questionnaire emails |
gmail.labels | Apply labels to processed emails |
Forwarding setup
To automatically route questionnaire emails to the AI Readiness Agent:
- In Gmail, go to Settings → Filters and Blocked Addresses
- Create a filter matching your questionnaire keywords
- Set Forward to:
relay+ai-readiness@ariftly.io
All forwarded emails create a task automatically — no manual triggering needed.