DocumentationConnect Gmail Account

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Connect Gmail Account

Step-by-step guide to connecting your Gmail account

Updated: 11/28/2024

Connect Gmail Account

Learn how to securely connect your Gmail account to Lumyvo for automated email sorting and AI customer support.

Prerequisites

  • Active Lumyvo account
  • Gmail account with admin access
  • Google OAuth permissions enabled

Connection Steps

1. Navigate to Email Connections

  1. Log in to your Lumyvo dashboard
  2. Locate the Email Connections card
  3. Click Connect Gmail button

2. Authorize Google OAuth

  1. You'll be redirected to Google's authorization page
  2. Select the Gmail account you want to connect
  3. Review the permissions Lumyvo requests:
    • Read and compose emails
    • Manage labels
    • Send emails on your behalf (for AI customer support)
  4. Click Allow to grant permissions

3. Verify Connection

Once authorized, you'll be redirected back to Lumyvo. You should see:

  • ✓ Connection status: Connected
  • Email address displayed
  • Available actions (Configure Sorting, Setup AI Support)

What Lumyvo Can Do

After connecting Gmail, Lumyvo can:

  • Read emails to analyze and categorize them
  • Create labels for organized email sorting
  • Send emails as draft responses for customer support
  • Move emails into appropriate categories automatically

Security & Privacy

  • OAuth 2.0: Secure authorization without sharing passwords
  • Encrypted tokens: All access tokens are encrypted at rest
  • Limited scope: Only requested permissions are granted
  • Revocable access: Disconnect anytime from your dashboard

Troubleshooting

Connection Failed

  • Issue: Authorization was denied or timed out
  • Solution: Try again and ensure you click "Allow" on all permission screens

Labels Not Created

  • Issue: Gmail labels aren't appearing after setup
  • Solution: Refresh your Gmail and check the label list on the left sidebar

Emails Not Being Sorted

  • Issue: Connected but emails aren't moving to categories
  • Solution:
    1. Ensure sorting is configured in Configure Sorting
    2. Check that you've defined at least 2 categories
    3. Allow 5-10 minutes for the first batch to process

Disconnecting Gmail

To disconnect your Gmail account:

  1. Go to Email Connections card
  2. Click the options menu (•••)
  3. Select Disconnect
  4. Confirm the action

Note: Disconnecting will stop all automations using this email account.

Next Steps

Need help? Contact Support

Need more help?

Our support team is here to assist you with any questions.

Contact Support