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Overview

The Gmail integration allows both the Missio Agent and Co-Pilot to interact with your Gmail account, enabling automated email management and quick actions directly from Missio’s interface.

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Available Tools

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Agent Capabilities

Email Management:

• Create and send emails
• Create draft emails for review
• Forward emails to team members
• Archive emails
• Apply labels to emails
• Move emails between folders

Automation Rules:

• Auto-reply to specific email types
• Auto-label incoming emails
• Auto-forward to relevant team members
• Create tasks from emails (in Linear/Jira)
• Set follow-up reminders

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Co-Pilot Commands

Email Actions:

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Create and send emails

“Send an email to alex@company.com about the project update”

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Create drafts

“Draft an email to the engineering team about the new feature release”

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Manage labels

“Create a new label called ‘Urgent Projects’” “List all emails with label ‘Follow-up‘“

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Search and filter

“Show all unread emails from last week” “Find emails about the marketing campaign”

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Sample Workflows

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1. Customer Query Management

When: A customer emails about a technical issue Agent will:

1. Detect the technical nature of the query
2. Apply ‘Technical-Support’ label
3. Create a Linear ticket with email content
4. Send an acknowledgment email
5. Notify relevant Slack channel

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2. Meeting Follow-ups

When: An email contains meeting notes Agent will:

1. Extract action items
2. Create tasks in project management tool
3. Apply ‘Meeting-Notes’ label
4. Schedule follow-up reminders

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3. Email Organization

When: Using Co-Pilot You can say: “Organize my inbox by:

• Creating labels for different projects
• Moving newsletters to a dedicated folder
• Archiving emails older than 30 days
• Setting up filters for specific senders”

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Setup Instructions

1. Go to Missio Settings → Integrations
2. Select “Gmail” from the email providers
3. Follow OAuth authentication steps
4. Configure Agent rules and Co-Pilot preferences

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Best Practices

• Set up clear labeling conventions for automated organization
• Configure priority rules for urgent emails
• Use templates for common responses
• Regular review of automation rules for optimization

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Limitations

• Email sending limits follow Gmail’s quotas
• OAuth token requires renewal every 7 days
• Some actions may require 2FA verification

Need help? Contact our support team or visit our community forum.