Are you struggling to manage all the emails in your inbox every day?
It's easy to miss important emails or spend too much time on low-priority messages. But what if you can automate this process and focus on your key tasks?
This common challenge can be solved by integrating Gmail and Gemini! By integrating these two apps, you can automatically analyze incoming emails, helping you prioritize responses and avoid missed communications.
In this article, we will show you the step-by-step guide on how to set up Gmail Gemini integration. If you're someone looking to improve your daily email tasks, keep reading and learn now!
✔️ For Those Who Want to Try It Quickly
Yoom offers ready-made templates for easy setup in integrating Gemini and Gmail. Click the "Try it" button to get started now!
We'll also walk you through the step-by-step process of creating this automation flow in the following section of this article.
When you receive an email in Gmail, categorize its importance with Gemini and assign it to the person in charge.
■Overview The flow 'When an email is received in Gmail, categorize its importance in Gemini and assign it to a responsible person' aims to streamline email management workflows.
■Recommended for ・Business professionals who use Gmail regularly and spend a lot of time processing emails ・Team leaders who are uncertain about judging email importance and seek efficient task allocation ・IT personnel looking to advance automation in their operations using Gemini ・Small business owners aiming to improve the speed and quality of email responses ・Customer support teams facing challenges in distributing email responses among multiple personnel
■Notes ・Please integrate Gmail and Gemini with Yoom. ・'Switch destination' is a feature (operation) available in the Mini Plan or higher. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
Yoom is a next-generation no-code automation that lets you connect and automate tasks between your favorite apps. Connecting different apps can be challenging for non-engineers, but Yoom makes automation accessible to everyone.
🌐 Connect with apps like Gmail, Gemini, and more.
📖 Use automation templates - no technical setup required
📈 Boost productivity and reduce human errors
You don't need to go through a complex setup and IT jargon, you can build your automation workflows with just a few clicks :) It's designed for those who want to streamline their daily work and save hours of time and stress from repetitive work.
In this guide, you'll learn the step-by-step process of how to use Yoom to connect Gmail and Gemini to create a Flowbot that automatically categorizes the email priority and assigns it to a responsible person.
🚀 Let's Create a Flowbot to Integrate Gmail & Gemini!
Let's walk through how to set up a flow that automatically categorizes the email priority and assigns it to a responsible person using Gmail and Gemini.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
A free Yoom account
Access to Gmail & Gemini
If you don’t have a Yoom account yet, register now from thisregistration form!
Setup Overview
Register Gmail and Gemini in Yoom
Copy the template
Set up the trigger action for Gmail and the action for Gemini
Activate the Flowbot
When you receive an email in Gmail, categorize its importance with Gemini and assign it to the person in charge.
■Overview The flow 'When an email is received in Gmail, categorize its importance in Gemini and assign it to a responsible person' aims to streamline email management workflows.
■Recommended for ・Business professionals who use Gmail regularly and spend a lot of time processing emails ・Team leaders who are uncertain about judging email importance and seek efficient task allocation ・IT personnel looking to advance automation in their operations using Gemini ・Small business owners aiming to improve the speed and quality of email responses ・Customer support teams facing challenges in distributing email responses among multiple personnel
■Notes ・Please integrate Gmail and Gemini with Yoom. ・'Switch destination' is a feature (operation) available in the Mini Plan or higher. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
Go to "My Apps" from the left side menu and click "+ Add".
Connect with Gmail
Search "Gmail" from the app list, and select it.
Click "Sign in with Google".
Select the account you want to connect to.
Click "Continue".
If the below notification appears, the integration is complete.
Connect with Gemini
Search for "Gemini" and click on it to connect the app.
Enter the account name.
Use a name that's easy to recognize, such as your company name or the person responsible for the account.
To get your access token, go to the Gemini API acquisition page. Review the content and agree to the terms by checking the box. Click the "Continue" button at the bottom right.
Click on the "Get API key" button.
Click on "Create an API key".
Your new API key will appear. Copy it.
Return to Yoom, and paste the copied API key into the access token field.
Once all the required fields are filled in, click "Add" to complete registration.
If the below display appears, the integration is complete.
Step 2: Copy Template
Click the "Try It" button to copy the pre-built template into your project.
When you receive an email in Gmail, categorize its importance with Gemini and assign it to the person in charge.
■Overview The flow 'When an email is received in Gmail, categorize its importance in Gemini and assign it to a responsible person' aims to streamline email management workflows.
■Recommended for ・Business professionals who use Gmail regularly and spend a lot of time processing emails ・Team leaders who are uncertain about judging email importance and seek efficient task allocation ・IT personnel looking to advance automation in their operations using Gemini ・Small business owners aiming to improve the speed and quality of email responses ・Customer support teams facing challenges in distributing email responses among multiple personnel
■Notes ・Please integrate Gmail and Gemini with Yoom. ・'Switch destination' is a feature (operation) available in the Mini Plan or higher. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
Click "OK" and give the Flowbot a name to recognize.
This template will be copied to your “My Project”.
Step 3: Set Up Gmail Trigger Action
Click on the trigger action labeled "When an email with a specific label is received".
Give your trigger a title (optional) and select your Google account. Then click "Next".
Set your trigger interval (frequency of sync) of how frequently Yoom checks Gmail for updates. It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. We recommend setting the trigger to the shortest activation interval available for your plan.
⚠️ Note: The trigger interval varies depending on your Yoomplan. Be sure to check your current plan’s limit.
Next, set the trigger condition based on labels. The trigger will activate when an email with the specified label is received. Choose the label for the emails you want to prioritize and have Gemini process.
Then, send a test email with the specified label to your Gmail account and click "Test".
If the test is successful, click "Save".
Step 4: Set Up Gemini Action
Click on the Gemini action labeled "Generate Content".
Give your action a title (anything you like), and select your account. Make sure the action "Generate Content" is selected and click "Next".
Select the Gemini model you want to use.
You can find the model information by clicking the top left of the Gemini page.
Enter "Prompt" based on the provided example settings below. Select the "body" from the test email data sent from the previous step.
By setting it as shown below, you can automatically share the email received in Gmail to Gemini.
Enter "System Instruction" based on the example input provided below. If you're not a customer representative, you can use a phrase like AI Assistant in place of it.
Step 5: Configure Switch Action
⚠️ Note: The Switch Command is only available on Yoom’s paid plans. If you’re using the Free plan, the Flowbot may face errors due to limited access. But don’t worry - all plans have a 2-week free trial! You can try all features without restrictions. For more info about Yoom and its plans, visit our Yoom Help Center.
Click on the action labeled "Command Operation".
The switch conditions are pre-configured, so no changes are needed. You can leave it as it is, but if you want to modify the conditions, you can update it.
Step 6: Configure Action Request Setting
Click on the action labeled "Request Response to Person in Charge" boxed in red.
This screen is pre-configured, so you don't need to make any changes. Change the title of the action (optional) if necessary.
You can enter the details of the action request based on the example input provided below. It's recommended to specify the email body clearly, so select the "Body" from the first trigger action.
Similarly, set the middle (Priority: Medium) and right (Priority: Low) in the same way. The key is to adjust the details of the action request based on the priority level.
Step 7: Activate the Flowbot
Toggle the "Trigger On" button to activate your flow! Check if the Flowbot you set up is working properly.
That’s it!
Your Flowbot is complete!
💡 Other Automation Examples Using Gmail & Gemini
You can try out more automations by utilizing Gmail and Gemini with Yoom. Here are some more examples you can explore for your next automation!
Automation Examples Using Gmail
You can automate tasks like automatically forwarding emails to chat tools, saving attachments, and setting up automated email replies by connecting with CRM tools!
Automatically register inquiry emails received in Gmail to Salesforce.
■Overview The 'Automatically register inquiry emails received in Gmail to Salesforce' workflow leverages the integration between Gmail and Salesforce to automatically register inquiry emails to Salesforce.
■Recommended for - Sales and support personnel managing a large number of inquiry emails in Gmail - IT personnel looking to centralize customer data management using Salesforce - Company managers seeking to improve work efficiency, who are spending too much time on manual data entry - Team leaders aiming to enhance data accuracy and reduce human errors
■Notes - Please integrate Gmail and Salesforce with Yoom respectively. - Salesforce is an application available only under the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set for Flow Bots will result in errors, so please be aware of this. - Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. You can use apps that are otherwise restricted during the free trial period.
■Overview The flow "Share files to Microsoft Teams channel when receiving emails with attachments in Gmail" is a business workflow leveraging the integration of Gmail and Microsoft Teams. It reduces manual file transfer tasks and enhances business efficiency.
■Who we recommend this template for - Those who want to share attachments received in Gmail on Microsoft Teams - Businesspersons aiming to automate and improve efficiency in team information sharing - Those who wish to automate daily processes using Yoom - Administrators who feel challenges in integrating email management and team collaboration - Companies looking to save time and enhance productivity through workflow automation
■Notes - Please connect both Gmail and Microsoft Teams with Yoom. - There are consumer and general business plans (Microsoft365 Business) for Microsoft365 (formerly Office365), and if you are not subscribed to the general business plan, authentication may fail. - Branching is a feature (operation) available with plans above the Mini plan. For free plans, operations set in the Flow Bot will result in errors, so please be careful. - Paid plans like the Mini plan offer a two-week free trial. During the free trial, you can use the restricted apps and features (operations).
■Overview This is a flow that analyzes the content posted on Google Chat using Gemini's assistant and updates the response back to Google Chat.
■Recommended for 1. Those who want to improve the efficiency of internal FAQs and help desk operations 2. Those who want to promote the activation of internal communication 3. Companies that use Google Chat as an internal portal
■Notes ・Please integrate with both Google Chat and Gemini with Yoom. ・Integration with Google Chat is only possible with Google Workspace. Please refer to the following for details. https://intercom.help/yoom/en/articles/6647336 ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
■Overview This is a flow to retrieve information from Google Spreadsheet weekly, organize it in Gemini, and automatically post on X (Twitter). With Yoom, you can easily realize this flow without needing programming as it allows integration between applications.
■Recommended for: - Marketing personnel who regularly disseminate information on X (Twitter) and want to reduce the burden of content creation and posting - Those who want to disseminate information based on data but spend a lot of time organizing and scripting data - PR or public relations personnel who want to disseminate information in a certain format using Google Spreadsheet data and Gemini - Social media managers who manage content with Google Spreadsheet
■Notes - Please link Google Spreadsheet, Gemini, and X (Twitter) with Yoom.
Now you know how to integrate Gmail with Gemini to automatically categorize email priority and assign it to a responsible person. <span class="mark-yellow">By integrating these two apps, you can boost productivity with automated email sorting, replying, translation, and summarization!
These kinds of task automations can be especially useful for customer support teams handling high volumes of inquiries and sales representatives who need to communicate frequently with clients. Best of all, no special knowledge is required and anyone can easily set it up!
Ready to simplify your workflows? Sign up for Yoom and try it today!
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