Introduction
What is Gmail?
Gmail is an email service developed by Google, offering users a reliable and user-friendly platform to send, receive, and organize emails. It integrates seamlessly with other Google services and supports various third-party integrations, making it ideal for professionals looking to streamline their communication and workflow.
What is CogniVis AI?
CogniVis AI is a platform that enables you to pull data from different
sources and combine them with each other to
create practically useful AI tools. Sources may include
your internal company knowledgebase and a variety of
most popular business apps like GitHub, Jira, Slack,
and more.
This enables you to easily create
AI chatbot assistants (internal),
custom generators and even
embeddable AI chat widgets trained on your data.
How CogniVis AI works with Gmail?
The Gmail Connector retrieves all emails and attachments from a specified Gmail account. It then processes the data to generate insights, reports, and summaries.
What exact sources are pulled:
- Emails
- Email subject
- Email body content
- info
- Date sent/received
- Sender
- Recipients (To, CC)
- Email URL (if the connector has direct integration with Gmail's web interface)
- Attachments
- Attachment name
- Date of upload
- Attachment file type (if the API supports file metadata extraction)
Configuration
Create new Project
Set up a new project in Google Cloud.
Activate the Gmail API
Expand the sidenav, then go to APIs & Services and choose Enabled APIs & Services.
At the top, select + ENABLE APIS AND SERVICES.
Find and select the Gmail API.
Press the Enable button.
Configure the OAuth Consent Screen
Go to the OAuth consent screen.
Select External for User Type if you do not have a Google Organization.
Enter a name, provide the email addresses for contact, and press SAVE AND CONTINUE button.
Click ADD OR REMOVE SCOPES.
Include the scope .../auth/gmail.readonly for the Gmail API. Click UPDATE and then SAVE AND CONTINUE.
Provide at least one test user email. Only the email addresses added in this section will be able to initiate the OAuth flow for indexing new emails.
Press on SAVE AND CONTINUE, check the changes, and then select BACK TO DASHBOARD.
Create Credentials
Navigate to the Credentials tab, press + CREATE CREDENTIALS and choose OAuth client ID.
Select Web application and assign it a name such as CogniVis Connector.
In Authorized JavaScript origins, enter https://INSTANCE.platform.cognivis.ai
In Authorized redirect URIs, enter https://INSTANCE.platform.cognivis.ai/admin/connectors/gmail/auth/callback
In place of the INSTANCE, put the name of your instance.
Clicking Create will display the option to download the credentials as a JSON file. Download it for use in the next step.
Add the connector to CogniVis
Navigate to CogniVis Connectors
In your platform, go to the Admin Panel, which you can find in the top right corner of the screen.
Go to the Add Connector section in the menu on the left side of the screen.
Then, search for and select the Gmail connector.
Provide Credentials
Attach the previously downloaded JSON file.
Authenticate with Gmail
Press Authenticate with Gmail button. Finishing the OAuth flow will enable CogniVis to index emails the user has access to read. Remember that only email addresses added in Test users will be able to initiate the OAuth flow to index new emails.
Define access
Once you have given it a name and decided whether you want it to be public or not, press the CONNECT button.
Free trial
If you are interested in creating your own automations and workflows with artificial intelligence based on your data, you can request a free trial of our solution. Please book a demo with us to get started.
book a demoOn-premise
Enterprise organizations can choose to deploy this connector on-premise. On-premise deployment provides additional security and privacy, it means that the connector will be hosted on your own servers which you can control and manage.
This option is suitable for organizations that have strict data privacy and security requirements, want to integrate with their existing infrastructure, or need to comply with specific local regulations.
Contact our team & learn about options of deploying this connector on premise.
book a demo learn more about on-premise aiUse cases
Check out potential benefits and use cases for this connector.
Automated Email Summarization
AI can process email bodies and attachments to generate concise summaries, helping users quickly grasp the essence of long email threads without reading through each one. This saves time, especially in professional settings where quick decision-making is crucial.
Priority Inbox Management
By analyzing metadata like labels, flags, and sender information, AI can prioritize emails in a user's inbox. Important emails can be flagged or moved to a priority folder, ensuring users never miss crucial communications.
Recipient Insights and Analytics
AI can track email recipients and analyze communication patterns, providing insights into the most frequent contacts or identifying new potential business opportunities based on communication trends.
Automated Attachment Organization
Using metadata such as attachment names, file types, and upload dates, AI can organize and categorize attachments automatically, making it easier for users to retrieve necessary files without sifting through emails.
Sentiment Analysis of Communications
By examining email body content, AI can perform sentiment analysis to gauge the tone of communications. This can help businesses understand client sentiment or improve customer service strategies.
Efficient Email Search and Retrieval
AI can index email content, subjects, and attachments, enabling users to quickly search for and retrieve specific information using natural language queries, enhancing productivity.
Enhanced Spam and Phishing Detection
By analyzing sender patterns, email content, and metadata, AI can improve spam and phishing detection, reducing the likelihood of users falling victim to malicious emails.
Smart Email Response Suggestions
AI can generate suggested responses or action items based on email content, helping users respond faster to common inquiries and streamline communication workflows.
Email Thread and Interaction Analysis
AI can analyze email threads and interactions to identify patterns, such as the average response time or common topics, providing insights that can improve team communication efficiency.
Data-Driven Decision Making
By compiling and analyzing data from emails, AI can generate reports and insights that assist businesses in making data-driven decisions, such as identifying trends or areas for improvement in customer interactions.