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

# Gmail Integration

> Connect Gmail so BuildBetter can support email-based follow-up and workflow actions

Connect Gmail to support email-based customer follow-up, Success workflows, and workflow email actions.

## Features

* **Success Follow-up Drafts**: Open Gmail from release or account follow-up workflows with customer context
* **Workflow Email Actions**: Send workflow emails to active organization members
* **Markdown Email Formatting**: Workflow email bodies render Markdown as styled HTML
* **Workflow Attachments**: Include rendered signals, signal lists, calls, or recordings in workflow emails
* **Connected Account Support**: Use a connected Gmail account for supported email flows

## Setup Instructions

### Prerequisites

* An active BuildBetter account
* A Google Workspace or Gmail account
* Email sending permissions

### Connecting Gmail

1. Navigate to **Settings → Integrations** in your BuildBetter dashboard
2. Select **Gmail** from the office integrations
3. Click **Connect** and authorize BuildBetter to send emails on your behalf
4. Complete the Google authentication process
5. Return to BuildBetter and confirm the connection is active

## Usage

### Success Follow-up Drafts

Success close-the-loop workflows can prepare customer and request lists, deep links, and draft follow-up context before opening Gmail.

### Workflow Emails

Workflow emails can notify one or more active organization members. They support Markdown formatting and attachments for BuildBetter artifacts such as signals, signal lists, calls, or recordings.

<Info>
  Workflow recipients are checked again at send time, so messages only go to active organization members.
</Info>

## Advanced Configuration

Use [Workflows](/pages/Workflows/overview) to configure email actions and attachments.

## Troubleshooting

### Emails Not Being Sent

* Verify Gmail connection is active
* Check that workflow recipients are active organization members
* Confirm the workflow test run completed successfully

### Authentication Issues

* Reconnect your Gmail integration if authorization expires
* Check Google security settings for third-party access
* Verify you haven't exceeded daily email sending limits

### Customization Problems

* Ensure all required template variables are present
* Check for HTML formatting errors in custom templates
* Test templates before deploying to all users

## Privacy Considerations

* Configure appropriate consent notifications in pre-meeting emails
* Always inform participants about recording and data usage when sharing call context
* Review workflow email recipients and attachments before enabling automation