About Gmail integration
Gmail is where work actually starts: enquiries land, documents arrive, invoices get sent, and follow-ups happen. If your inbox isn’t connected to your system, everything becomes manual, fragmented, and easy to miss.
This integration turns Gmail into an organised pipeline:
- emails are captured and linked to the right contact/job
- key attachments are stored (quotes, invoices, drawings, photos)
- routine responses are drafted
- follow-ups are created automatically
- important items don’t get buried
What you can do with Gmail connected
- Enquiry capture
- Turn inbound emails into leads/jobs automatically
- Extract sender details, company name, site address (when present), and scope keywords
- Conversation history inside Agenisy
- Keep a clean timeline of messages per lead/job (no more “who emailed what?”)
- Attachment harvesting
- Automatically store attachments into the job record:
- drawings, photos, specs, RAMS, PO’s, invoices
- Invoice handling
- Detect invoice/receipt attachments and log them to finance records
- Reduce lost invoices and messy month-end chasing
- Drafted replies and follow-ups
- Create consistent, professional replies faster (you approve before sending)
- Auto-create follow-up tasks if a customer doesn’t respond
- Internal routing
- Tag/route messages to the right team member (Ops vs Sales vs Finance)
- Searchable knowledge
- Search across jobs by sender, subject, attachment type, keywords, dates
Extra functionality you should enable (most people miss this)
- Shared mailbox support (e.g., hello@, accounts@, enquiries@)
- Rules by email type
- “Invoice” → finance log
- “Enquiry” → create lead + assign
- “Complaint / urgent” → priority escalation
- Auto labelling / categorisation
- Keep Gmail tidy while keeping Agenisy structured
- Template library
- Quote follow-up, missing info request, onboarding, invoice chase, appointment confirm
- Compliance trail
- Keep an audit-friendly log of when comms happened and what was sent
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