> ## 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.

# Gmail Integration

> View email history and create drafts from within Pockla

The Gmail integration connects your email to Pockla's Boards, letting you see email history with contacts and draft replies without leaving the app.

## 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

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

  <Step title="Open the Emails Panel">
    Click on a contact card to open the detail view, then click the **Emails** panel tab.
  </Step>

  <Step title="Click Connect Gmail">
    If Gmail isn't connected, you'll see a prompt. Click **Connect Gmail**.
  </Step>

  <Step title="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
  </Step>

  <Step title="Return to Pockla">
    After authorizing, you're redirected back to Pockla. The Emails panel now shows your email history with that contact's company.
  </Step>
</Steps>

## 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 `john@acme.com`, 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

Click an email to see the full 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.

<Tip>
  The agent uses contact data, enrichments, and email history to write contextual, personalized drafts. The more data you have on a contact, the better the drafts.
</Tip>

## 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

Pockla does not:

* 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:

1. Go to **Settings** → **Integrations**
2. Find Gmail and click **Disconnect**

Or revoke from Google:

1. Go to [Google Account Security](https://myaccount.google.com/permissions)
2. Find Pockla and click **Remove Access**

## Troubleshooting

<AccordionGroup>
  <Accordion title="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)
  </Accordion>

  <Accordion title="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
  </Accordion>

  <Accordion title="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
  </Accordion>

  <Accordion title="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
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Boards" icon="table-columns" href="/boards/introduction">
    Learn about Boards and contact management
  </Card>

  <Card title="Research Agent" icon="robot" href="/data/research-agent">
    Use AI to research contacts alongside email history
  </Card>
</CardGroup>