Gmail
Connect Gmail so client instructions, supplier updates and platform notices in your inbox become business context, and so agents can email you reports.
The Gmail connection reads the labels or senders you choose, for example a "Clients" label or emails from your ad rep, so instructions and decisions sent by email count as context. It also lets agents send you scheduled reports and alerts by email.
Meerkats reads only what you scope it to. It never reads your whole inbox.
| How it connects | Sign in and approve |
| Reads | Messages in scope, Labels |
| Can change | Send a report or alert to you or your team; Create a draft reply; Apply a label |
| Refresh | On your plan's schedule, plus Resync anytime |
Before you start#
- A Google Workspace or Gmail account.
- Labels set up for what Meerkats should read, for example Clients or Platform notices.
Permissions#
Gmail asks you to approve these permissions. Each one is listed with why Meerkats needs it.
| Permission | Why Meerkats needs it |
|---|---|
https://www.googleapis.com/auth/gmail.readonly | Read messages in the labels and from the senders you choose |
https://www.googleapis.com/auth/gmail.send | Send reports and alerts from your address |
https://www.googleapis.com/auth/gmail.labels | List labels so you can pick them |
Connect#
1. Connect Gmail#
- Open Integrations
In the sidebar, select Integrations, find Gmail and select Connect.
- Sign in with Google and allow access
Google shows the permissions above. Select Allow.
- Scope what Meerkats reads
On the Gmail connection, pick labels, senders or domains to read. Nothing outside that scope is read.
What syncs#
| Gmail | In Meerkats |
|---|---|
| Messages in scope | Subject, sender, date, body text and attachments, as context for agents and searchable from the chat |
| Labels | Your label list, for scoping |
Raw data lands in Data Hub › Bronze Layer. Modelled tables, with metrics defined once, are in Data Hub › Gold Layer. Every number in a report or an agent’s answer comes from a query on these tables, never from the model’s own arithmetic.
How often it syncs#
Meerkats syncs on your plan's schedule: daily on Free, hourly on the $49 plan, every 30 minutes on $149 and every 15 minutes on $399. You can run a sync at any time with Resync in Data Hub › Bronze Layer.
- New messages in scope reach agents within a few minutes. History is imported once, for the labels you chose.
What Meerkats can change#
In every connected tool, Meerkats can create, read, update and delete records, within the permissions you grant and the permissions the tool allows. These are the changes it proposes for Gmail, and the limit that applies to each.
| Change | Limit |
|---|---|
| Send a report or alert to you or your team | Low risk: runs on its own once a rule says so |
| Create a draft reply | Proposed; you send it |
| Apply a label | Low risk: runs on its own once allowed |
How every change is governed
Every change starts as a proposal in your Inbox. Nothing changes in the connected tool until a person approves it, unless you set that rule to act on its own.
Before it runs an approved change, Meerkats re-reads the live value. If the value moved since the proposal, it asks again instead of acting on stale data.
Meerkats stores the value it replaced, so every change can be undone from Agents run history.
Anything Meerkats creates starts paused. Switching it on is a second, separate approval.
Example automations#
Type any of these on the New automation page (Automation Agents › + New Agent).
- “Email me Flipkart campaigns with ROAS below 0.5 every morning”
- “When a client emails a budget change under the Clients label, draft the matching rule change for my approval”
Troubleshooting#
Google shows an unverified-app warning
Google Workspace admins can allow-list the Meerkats app under Security › API controls. Personal Gmail accounts can continue past the warning.
Reports go to spam
Add the sending address to your contacts, or send through Slack instead.