Gmail

Every email in your inbox can start or update a workflow

Every email that lands in your inbox can be the start of something: a document to process, a message to reply to, a task waiting on someone to notice it. Gmail integration turns that signal into a workflow trigger, so nothing waits on someone checking the inbox and forwarding it along. You can act on a message the moment it arrives, then act back on the inbox once the workflow finishes.

How it works

You can start a workflow off nearly any signal your inbox produces. Triggers include a new email, an email with an attachment, one that's starred, one carrying a specific label, or one matching a saved search. That covers both broad triggers that catch anything new and narrow ones that fire only on the exact message you're looking for.

These triggers run on Google's own webhooks, not a polling schedule. A workflow starts close to the moment the email actually lands in your inbox, instead of waiting for the next check in cycle.

On the action side, a workflow can send an email, save a draft, reply to a message, or manage labels. The same workflow that reacts to an inbound email can also close the loop, replying to it or filing it once it's been handled.

Because you can filter the trigger down to an attachment specifically, you can build a workflow that only fires when there's an actual document to process, not every message that touches a shared inbox.

Where this is useful

Freight and logistics operations

If you run freight and logistics operations, a rate confirmation landing in your Gmail inbox can start a workflow the moment it arrives, without anyone forwarding it along. Rate sheets, load manifests, packing slips, and BOLs move through your shared inbox constantly, and a saved search or label trigger picks out the one you need from all the noise, without you or your team watching the inbox all day.

Customs brokers

When you're processing customs documents, an email carrying a commercial invoice or entry summary with a specific label can trigger extraction the moment a shipping document lands, cutting the delay between arrival and review. Because HS codes, declared values, and certificates of origin carry real compliance risk, you keep a person checking the extracted data before it moves downstream, instead of trusting it to run unchecked.

Lending and mortgage

You can set a saved search for underwriting documents so a workflow triggers the moment a borrower's paperwork lands by email, instead of checking the inbox by hand. Loan applications, income verification sheets, and closing cost disclosures arrive in volume, and each one needs a timestamp for your audit trail, which a webhook-driven trigger gives you by firing close to the moment the email lands.

Manufacturing and procurement

Supplier price lists and purchase orders land in your shared inbox from dozens of suppliers, each formatted its own way. You can set a label or saved search trigger for procurement documents so a workflow fires the moment a supplier email arrives with a packing slip or GRN attached, instead of adding one more email to your team's list to sort by hand.