About
What is Gmail?
Gmail is Google’s email service. Businesses get it as part of Google Workspace, with an address on the company’s own domain and Google Calendar and Meet a click away. Many teams live in it: reps send follow-ups after calls, email quotes and keep long threads with every account. The weak spot shows up when a team runs a process on it. Each rep’s inbox is private by default, so the latest conversation with an account, who promised what, and which renewal reminder went out stay buried in individual mailboxes. A shared internal tool can bring that together for the whole team.
Use cases
What you can do
- Send a follow-up email from the connected Gmail address right after a call, pre-filled with the account name, next steps and the date you agreed on.
- Email a quote from a quoting tool in one click, so the rep does not copy numbers into a new message by hand.
- Remind account owners by email when a renewal is 90, 60 and 30 days out, with the contract details in the message.
- Turn inbound requests, such as a prospect asking for a quote, into rows in a tool that assigns each one to a rep.
Setup
How it works
An admin connects your Google account once, on Genipy’s Integrations page, with Google sign-in, and picks which tools may use that connection. Reps keep working in Gmail as usual. Then someone on the team describes the tool to your AI, for example: “Build a call follow-up page where I pick an account, type the next steps and the date we agreed on, and send the recap from Gmail.” When it’s ready, you click Publish. Every version passes automatic checks before your team can open it. You then invite your team by email each as a Viewer, Editor or Owner, and only Editors and Owners can send.

