What It Does
Once connected, Gmail integration enables:- Email history – View all emails exchanged with a contact’s company domain
- Create drafts – Draft new emails or replies directly from Boards
- AI-assisted emails – The Board Agent can read your email history and draft contextual replies
Where It Appears
Gmail integration is used in Boards. When viewing a contact card, the Emails panel shows:- Recent emails with that contact’s company (by domain)
- Sent and received messages
- Draft emails in progress
- Quick links to open emails in Gmail
Connecting Gmail
1
Open a Board
Navigate to Boards and open any board with contacts.
2
Open the Emails Panel
Click on a contact card to open the detail view, then click the Emails panel tab.
3
Click Connect Gmail
If Gmail isn’t connected, you’ll see a prompt. Click Connect Gmail.
4
Authorize with Google
You’ll be redirected to Google’s OAuth screen. Sign in with the Gmail account you use for work emails.Pockla requests these permissions:
- Read emails – To show email history in the panel
- Compose emails – To create drafts on your behalf
5
Return to Pockla
After authorizing, you’re redirected back to Pockla. The Emails panel now shows your email history with that contact’s company.
Using the Emails Panel
Viewing Emails
The Emails panel shows all emails exchanged with the contact’s company domain. For example, if viewing a contact with email[email protected], you’ll see all emails to/from @acme.com.
Each email shows:
- Direction – Sent (→) or received (←)
- Date – When the email was sent
- Subject – Email subject line
- Preview – First few lines of content
Email Actions
From the email detail view:| Action | Description |
|---|---|
| Copy | Copy email body to clipboard |
| Open in Gmail | Open the email in Gmail in a new tab |
Drafts
Draft emails appear in the list with a pen icon. Click to view and edit in Gmail.Board Agent Email Tools
When Gmail is connected, the Board Agent (AI assistant in Boards) can work with your emails:Read Emails
Ask the agent to check email history:“What’s our recent email thread with this contact?”
“Show me the last few emails with Acme Corp”
Create Drafts
Ask the agent to draft emails:“Draft a follow-up email to John about our last conversation”
“Write a reply to their latest email asking about pricing”The agent creates drafts in your Gmail—you review and send from Gmail.
Reply to Threads
The agent can create threaded replies:“Reply to the email about the Q2 proposal”Replies appear in the correct Gmail thread, preserving conversation context.
Data & Privacy
What Pockla Accesses
- Email metadata – Subject, sender, recipient, date
- Email content – Body text for display and AI context
- Only relevant emails – Filtered to the contact’s company domain
What Pockla Stores
- OAuth tokens – Encrypted, used to access Gmail API
- Email cache – Temporary, for display in the panel
- Store a permanent copy of your emails
- Access emails unrelated to your contacts
- Send emails without your explicit action (drafts only)
Revoking Access
To disconnect Gmail:- Go to Settings → Integrations
- Find Gmail and click Disconnect
- Go to Google Account Security
- Find Pockla and click Remove Access
Troubleshooting
Emails not showing
Emails not 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 still connected (may need to reconnect if token expired)
OAuth error during connection
OAuth error during connection
- Ensure you’re signing in with a Google Workspace or personal Gmail account
- Try clearing browser cookies and reconnecting
- Check that popup blockers aren’t preventing the OAuth window
Drafts not appearing in Gmail
Drafts not appearing in Gmail
- Drafts may take a few seconds to sync
- Check the Drafts folder in Gmail
- Ensure you authorized the “compose” permission
Board Agent can't access emails
Board Agent can't access emails
- Gmail must be connected before the agent can use email tools
- Connect Gmail in the Emails panel, then try again