Integration Setup Guide

Connect Gmail to IntelBuddy

Send emails through natural conversation. Compose, review, and deliver — all from your chatbot.

This Guide

App Password (SMTP)

Quick setup using a Gmail App Password. Best for sending emails.

Send emails

Custom sender name

5-minute setup

— Cannot read inbox

Advanced

Gmail OAuth (API)

Full Gmail API access via OAuth. Read, search, and send emails.

Send emails

Read & search inbox

Full Gmail features

— Requires Google Cloud setup

Send Emails

"Send an email to John about the meeting" — composed and sent instantly.

Draft & Review

The bot drafts the email and asks for your approval before sending.

Multiple Recipients

Send to multiple people, CC/BCC — all from a single chat command.

Custom Sender Name

Emails show your brand name, like "Acme Support" or "IntelBuddy Bot".

Templates

"Send the onboarding email to [email protected]" — reuse templates easily.

Follow-ups

"Send a follow-up to yesterday's email" — contextual email chains.

Before You Start

Prerequisites

A Gmail / Google Workspace account

The email address you want the bot to send from.

2-Step Verification enabled

Required by Google to generate App Passwords.

An IntelBuddy subscription

ENGAGE tier or above (External Tools are available from ENGAGE).

A Gmail / Google Workspace account

The email address you want the bot to send from.

An IntelBuddy subscription

ENGAGE tier or above (External Tools are available from ENGAGE).

2-Step Verification enabled

Required by Google to generate App Passwords.

Step-by-Step

Setup Instructions

Connect Gmail using an App Password. Takes about 5 minutes.

1
1

Enable 2-Step Verification

Google requires 2-Step Verification before you can create App Passwords. If you've already enabled it, skip to Step 2.

Go to your Google Accountmyaccount.google.com

Click Security in the left sidebar

Under "How you sign in to Google", click 2-Step Verification

Follow the prompts to enable it (you'll verify with your phone)

👤

Google Account

🔒

Security

📱

2-Step Verification

Enabled

2
2

Generate an App Password

App Passwords let IntelBuddy send emails on your behalf without needing your actual Gmail password.

Go to Google AccountSecurityApp passwords

You may need to sign in again

Under "App name", type IntelBuddy (or any name you'll remember)

Click "Create"

Google will show you a 16-character password

Copy it immediately — you won't be able to see it again

myaccount.google.com/apppasswords

🔑 Your App Password

Your app password for "IntelBuddy":

abcd

abcd

efgh

efgh

ijkl

ijkl

mnop

mnop

Copy this password now. You won't be able to see it again.

Copy

Done

Copy it now! Google only shows the App Password once. If you lose it, you'll need to delete the old one and generate a new one.

This is NOT your Gmail password. An App Password is a separate 16-character code. Never share your actual Gmail password with any service.

3
3

Paste Into IntelBuddy

Enter your email address, App Password, and optional sender name.

Log in to IntelBuddy

Go to Settings → Integrations → External Tools

Find the Email (Gmail) card and click "Configure"

Fill in the fields as shown below

Click "Save / Connect"

IntelBuddy → Settings → Integrations → Email (Gmail)

Configure Email (Gmail)

No API keys needed. Just choose your preferred search backend and click connect.

Sender Email *

[email protected]

App Password *

abcdefghijklmnop

Sender Name

Your Company Bot

Save & Connect

Cancel

Tip: Enter the App Password without spaces as a single 16-character string (e.g. abcdefghijklmnop).

4
4

Verify Connection

Once saved, the Email card should show a green "Connected" badge.

Email (Gmail)

[email protected]

[email protected]

🟢

Connected

Security note: Your App Password is encrypted and stored securely. It only grants permission to send emails — it cannot access your Google Drive, Calendar, or other services.

🎉

You're All Set!

Your IntelBuddy chatbot can now send emails on your behalf through Gmail.

Try It Out

Example Conversations

Here's what you can say to your IntelBuddy chatbot now that Email is connected.

Quick Reference

Things You Can Say

Sending

"Send an email to … about …"

"Email [person] saying …"

"Send this to … and CC …"

Drafting

"Draft an email to … about …"

"Write a formal email to …"

"Compose a follow-up email"

Tone & Style

"Make it more formal"

"Keep it casual and short"

"Add a friendly opening"

Bulk & Templates

"Send the welcome email to …"

"Email the team about …"

"Send the same email to … and …"

Need Help?

Troubleshooting

"Authentication failed" error

Make sure you're using the App Password (16 chars), not your Gmail password. Regenerate the App Password from Google Account → Security → App Passwords if needed.

"App passwords" option not visible

2-Step Verification must be enabled first. Go to Google Account → Security → 2-Step Verification and turn it on, then App Passwords will appear.

Email sent but not received

Check the recipient's spam/junk folder. If using a new Gmail account, emails may initially be flagged. Also verify the recipient address is correct.

"Less secure app" warnings

App Passwords are the modern, secure method — you should NOT need to enable "Less secure apps." If you see this warning, make sure you're using an App Password, not your regular password.

Sender name shows your email instead of display name

Make sure you filled in the Sender Name field in IntelBuddy. If left blank, Gmail will use your default account name.

Background

Research Like A Team. Think
Like An Expert.

Let your AI assistant handle the research. You focus on decisions that matter.

Background

Research Like A Team. Think Like An Expert.

Let your AI assistant handle the research. You focus
on decisions that matter.

Background

Research Like A Team. Think Like An Expert.

Let your AI assistant handle the research. You focus on decisions that matter.

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