Sources

Email sources: Gmail and Outlook

Notify an agent when newly received inbox mail matches a sender, recipient, or subject rule.

When to use it

Choose email for activity such as customer requests, supplier invoices, or service alerts that arrive in Gmail, Outlook.com, or Microsoft 365.

Example

An invoice-reviewer agent selects your billing mailbox and retains the sender and subject. Mail whose subject contains invoice enters its inbox and produces a notification. The agent uses its own authorized mailbox tools to read the email.

Set it up

  1. Open Sources and connect an Email account.
  2. Choose Gmail or Outlook, complete provider authorization in your browser, and verify the connected address.
  3. Open Agents & outputs, set up or edit an agent, and select that account as an input. Several agents can use one account.
  4. Approve the metadata to retain, add source-relative conditions such as subject contains invoice, and select fields to share. Save matching and nonmatching samples.
  5. Review notification timing, test the receiver, and approve activation. Send a fresh matching email and check retained membership and receiver delivery.

Important limits

  • Signing in does not authorize mailbox capture. Each mailbox needs its own connection.
  • Doorbell reads metadata, not bodies, previews, or attachments. Your agent needs separate mailbox authorization.
  • Only newly received inbox messages observed during permitted capture qualify. Old mail and later label changes do not qualify; reconnecting does not backfill missed mail.
  • Input conditions apply to that source. Matching uses captured fields and is case-sensitive. Pausing agent notifications does not stop source capture or erase retained mail metadata.

Troubleshooting

  • For Reconnect needed, open the account under Sources and authorize it again. Available inputs can continue.
  • For Outlook, a work or school account may require administrator consent.
  • If a fresh email does not arrive, verify captured metadata, condition values, active settings, grouping, quiet periods, and cooldown.
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