Workia

Send Workia emails from your Gmail account! 📨

Connect Gmail to your Workia account by clicking on your profile icon on the upper right part of the screen. Next, select My Profile &gt; Settings and scroll down and click on Connect to Gmail.

Type in your credentials, allow permissions, and you're good to go!

💡Note: Please make sure to have the "Send email on your behalf" box checked before clicking on Continue to prevent Gmail from disconnecting.

Sending an email in a case will let you choose which email you want to use!

To disconnect your Workia account from your Gmail account, go to My Profile &gt; Settings and scroll down and click on Disconnect from Gmail.

Send emails using your Gmail account, from within Workia

Gmail Integration

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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