> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pockla.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Email to Boards

> View email history and draft messages from your boards

The Emails panel in Boards lets you see email history with contacts and draft new messages—all without leaving Pockla.

<Frame caption="Email panel walkthrough showing view and compose">
  <video autoPlay muted loop playsInline className="w-full rounded-lg" src="https://mintcdn.com/pockla/u-3drTgZOvHsZmnh/videos/Email-panel-walkthrough.mp4?fit=max&auto=format&n=u-3drTgZOvHsZmnh&q=85&s=7efe3e03907f4a500314e667454a199c" data-path="videos/Email-panel-walkthrough.mp4" />
</Frame>

## How It Works

Email in Boards is powered by the [Gmail Integration](/integrations/gmail/overview). Once connected:

1. **View history** – See all emails exchanged with the contact's company domain
2. **Create drafts** – Write new emails or replies
3. **AI assistance** – Let the Board Agent draft contextual emails for you

<Note>
  Emails are created as drafts in your Gmail. You review and send from Gmail—Pockla doesn't send emails directly.
</Note>

## Setting Up Email

### Connect Gmail

<Steps>
  <Step title="Open a Board">
    Navigate to **Boards** and open any board
  </Step>

  <Step title="Click a Contact">
    Click on a contact card to open the detail view
  </Step>

  <Step title="Open Emails Panel">
    Click the **Emails** tab in the panel area

    <Frame caption="Emails tab in panel navigation">
      <video autoPlay muted loop playsInline className="w-full rounded-lg" src="https://mintcdn.com/pockla/u-3drTgZOvHsZmnh/videos/Setting-Up-Email.mp4?fit=max&auto=format&n=u-3drTgZOvHsZmnh&q=85&s=c1e8b363743ec203d38b461143438106" data-path="videos/Setting-Up-Email.mp4" />
    </Frame>
  </Step>

  <Step title="Connect Gmail">
    Click **Connect Gmail** and authorize with your Google account

    <Frame caption="Connect Gmail prompt">
      <img src="https://mintcdn.com/pockla/u-3drTgZOvHsZmnh/screenshots/Setting-Up-Email-Gmail.png?fit=max&auto=format&n=u-3drTgZOvHsZmnh&q=85&s=7ee5f9e555f1bec04d8bf8fb812c72e9" alt="Connect Gmail prompt" width="4021" height="2160" data-path="screenshots/Setting-Up-Email-Gmail.png" />
    </Frame>
  </Step>
</Steps>

Once connected, the Emails panel shows your email history with that contact's company.

## Using the Emails Panel

### Viewing Emails

The panel shows all emails exchanged with the contact's **company domain**. For a contact at `john@acme.com`, you'll see all your emails to/from `@acme.com`.

Each email shows:

* Direction (sent or received)
* Date
* Subject line
* Preview snippet

<Frame caption="Email list showing multiple emails">
  <img src="https://mintcdn.com/pockla/u-3drTgZOvHsZmnh/screenshots/Viewing-Emails.png?fit=max&auto=format&n=u-3drTgZOvHsZmnh&q=85&s=aa751cceabd3cdbad72ed6c20ddce411" alt="Email list showing multiple emails" width="4021" height="2160" data-path="screenshots/Viewing-Emails.png" />
</Frame>

Click an email to see the full content.

<Frame caption="Expanded email view">
  <img src="https://mintcdn.com/pockla/u-3drTgZOvHsZmnh/screenshots/Viewing-Emails-Full.png?fit=max&auto=format&n=u-3drTgZOvHsZmnh&q=85&s=7c2e01d39b0db4bab749b049909a7dbf" alt="Expanded email view" width="4021" height="2160" data-path="screenshots/Viewing-Emails-Full.png" />
</Frame>

### Email Actions

| Action            | Description                  |
| ----------------- | ---------------------------- |
| **Copy**          | Copy email body to clipboard |
| **Open in Gmail** | View/edit the email in Gmail |

## Creating Emails with the Board Agent

The Board Agent can draft emails using contact context, company research, and email history.

<Frame caption="Board Agent drafting an email">
  <video autoPlay muted loop playsInline className="w-full rounded-lg" src="https://mintcdn.com/pockla/v59FtjWM8D6AW9ba/videos/agent-email.mp4?fit=max&auto=format&n=v59FtjWM8D6AW9ba&q=85&s=baa8ddad309ef198947bad9e2c9eba5f" data-path="videos/agent-email.mp4" />
</Frame>

### Draft a New Email

Ask the agent:

> "Draft an introductory email to John about our analytics platform"

> "Write a follow-up email mentioning our conversation about their Q2 goals"

<Frame caption="Board Agent with email draft prompt">
  <img src="https://mintcdn.com/pockla/u-3drTgZOvHsZmnh/screenshots/agent-email-preview.png?fit=max&auto=format&n=u-3drTgZOvHsZmnh&q=85&s=e10f43873b0a32a4ab1d78e3995030b2" alt="Board Agent with email draft prompt" width="4021" height="2160" data-path="screenshots/agent-email-preview.png" />
</Frame>

### Reply to a Thread

Ask the agent to reply to existing conversations:

> "Reply to the latest email thread about pricing"

> "Draft a response to their question about integrations"

### How It Works

1. Agent creates a draft in your Gmail
2. Draft appears in the Emails panel
3. Click to open in Gmail
4. Review, edit if needed, and send

<Frame caption="Draft in Emails panel with 'Open in Gmail' button">
  <img src="https://mintcdn.com/pockla/u-3drTgZOvHsZmnh/screenshots/agent-gmail-preview.png?fit=max&auto=format&n=u-3drTgZOvHsZmnh&q=85&s=8711ce017314e2fd5bba958178053fd5" alt="Draft in Emails panel with Open in Gmail button" width="4021" height="2160" data-path="screenshots/agent-gmail-preview.png" />
</Frame>

<Tip>
  The more data you have on the contact (enrichments, notes, email history), the better the agent's drafts will be.
</Tip>

## Best Practices

<AccordionGroup>
  <Accordion title="Check history before reaching out">
    Review the Emails panel before drafting. The agent can reference past conversations, but you should know the context too.
  </Accordion>

  <Accordion title="Review AI drafts">
    Always review agent-drafted emails before sending. The AI provides a starting point—add your personal touch.
  </Accordion>

  <Accordion title="Use for warm outreach">
    Email from Boards works best for contacts you have context on. For cold outreach at scale, use [Link Sets](/links/introduction).
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="No emails showing">
    * Ensure the contact has an email address with a company domain
    * Personal emails (gmail.com, outlook.com) won't match company emails
    * Check that Gmail is connected (may need to reconnect if token expired)
  </Accordion>

  <Accordion title="Can't connect Gmail">
    * Ensure popups aren't blocked
    * Try a different browser
    * Check that you're signing in with the correct Google account
  </Accordion>

  <Accordion title="Drafts not appearing in Gmail">
    * Drafts may take a few seconds to sync
    * Check your Gmail Drafts folder directly
    * Ensure you authorized compose permissions
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Gmail Integration" icon="envelope" href="/integrations/gmail/overview">
    Full Gmail integration documentation
  </Card>
</CardGroup>
