Connect Gmail to PitchSense
Connect Gmail so your agents can read the threads that matter and send updates without leaving the conversation.
Overview
How PitchSense works with Gmail
Connect Gmail so your agents can read the threads that matter and send updates without leaving the conversation.
Most questions about your business start in a conversation. With Gmail connected, agents answer where the question was asked and send updates without anyone copying numbers between tools.
Key problems solved
What changes when you connect Gmail.
Context switching
Answer questions without leaving the conversation
Missed follow-ups
Agents flag the threads that need a reply
Manual reporting
Scheduled updates go out on their own
Scattered context
Every answer cites the messages it used
Features
Integration features
What PitchSense does with Gmail.
What agents can do in Gmail
Summarize long threads and flag the ones that need a reply
Draft and send weekly reports to the right people
Turn invoices and receipts in your inbox into structured data
Answers in context
Reply in the thread where a question was asked
Cite the sources behind every number
Keep replies short, with details on request
Why it matters: Teams get answers without opening another tool
Scheduled updates
Send daily or weekly summaries
Choose recipients and channels per report
Pause or edit a schedule at any time
Why it matters: Reports arrive before anyone has to ask
Setup
Setup guide
How your team connects Gmail to PitchSense.
1
Start the connection
An admin starts the Gmail connection from PitchSense.
2
Approve access in Gmail
Sign in with Google and choose which labels Wrapper can read. Agents only send email after you approve a draft, unless you turn on auto-send for a specific workflow.
3
Choose what needs review
Decide which drafts, such as CRM updates and follow-up emails, a rep reviews before anything is saved or sent.
4
Test with a sample request
Ask PitchSense a question that uses your Gmail data and check the sources behind the answer.
Support
Troubleshooting & support
Common issues, fixes, and where to get help.
Other resources
Guides and links for Gmail.
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