Gmail

What it does

With Gmail connected, Goose:

• matches email to your deals. Emails Goose matches to a deal show up on that deal, so your team can follow the conversation;
• notices replies you owe a customer;
• saves follow-up drafts to your Gmail. When Goose writes a follow-up, Create draft puts it in your Gmail drafts, and you send it from Gmail. See Send a follow-up email;
• checks your sent mail, so when you send Goose's draft from Gmail, Goose marks it sent and updates the to-do it was for. If you cover a to-do in another email, Goose may suggest closing it for you to confirm.

When Goose saves a draft to Gmail, it adds one small line at the bottom, This email was crafted with Goose, try it here, with your referral link. You can turn it off for your own emails. See Referrals.

Connect it

1. Open Settings › Integrations.
2. Read the Gmail row. Before you connect, it tells you that teammates will be able to open the full text of emails Goose matches to a deal.
3. Press Connect Gmail, sign in to Google and allow access. You come back to Integrations, and a banner says Gmail connected.

×

Who can open your emails

Only emails Goose matches to a deal are shown in Goose. When a teammate opens one, Goose fetches its full text from your Gmail at that moment.

To keep the full email to yourself, turn off Let teammates open the full email on your connected Gmail row. It's on to begin with. With it off, a small toast says Only you can open full emails.

This switch covers opening the full email in Goose. It doesn't cover Goose Brain. If your workspace has Goose Brain turned on, Goose keeps passages from the body of each email thread that's matched to a deal or company and includes someone at that company. Anyone in the workspace can get those passages by asking Gus, and the thread's subject shows on the Brain page in the left rail, whether this switch is on or off. Threads with only your own team on them are never kept. See What Gus can see.

Your signature

Under Signature on your connected Gmail row, choose how the emails Goose writes for you end:

• Use my Gmail signature is the default. Your Gmail signature is added when Goose saves an email to your Gmail drafts or sends it, and it shows under the option. If you haven't set a signature in Gmail, the option says No signature set in Gmail, so Goose signs., and Goose signs your emails as below.
• Let Goose sign ends each email with how you sign off and, under it, your job title. Goose adds no Gmail signature. Press Change on Profile to set both.

Your choice saves as soon as you pick it. If it couldn't be saved, the choice goes back and Could not save that. Please try again. shows under it.

Set Job title and How you sign off in Settings › Profile. How you sign off keeps its line breaks, for example "Best," with your name on the next line. If Goose has learned a sign-off from your sent mail, the field starts with it; what you type replaces it. Clear the field and save, and your emails end with no sign-off: Goose also switches off any sign-off it learned, which you can switch back on in Settings › Voice & notes. If you haven't connected Gmail, Goose signs your emails this way too.

Common snags

• There's no Gmail row. Gmail isn't available yet.
• The row says Missing permission, with Reconnect to allow drafts and sending under it. Your Gmail was connected before Goose could save drafts. Press Reconnect and allow the new permission.
• The draft isn't in Gmail. Check that the Gmail row is under Connected. If it's under Needs attention, press Reconnect.
• A teammate can't open one of your emails. Check Let teammates open the full email. If your Gmail is disconnected or needs reconnecting, nobody can open the full text until you reconnect.
• The email ends with my sign-off and my Gmail signature. The email was written while Gmail had no signature, and one was added before it was sent. Delete the extra sign-off before you send.
• Older emails aren't on my deals. When you first connect Gmail, Goose looks at about the last two weeks of email.