Gmail
Connecting your Gmail account to Flexito OmniAI can streamline your email communications and enhance your workflow. Whether you're integrating your own account or setting up a client's account via SMTP, this guide will walk you through the necessary steps for seamless connectivit
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Connecting your Gmail account to Flexito OmniAI can streamline your email communications and enhance your workflow. Whether you're integrating your own account or setting up a client's account via SMTP, this guide will walk you through the necessary steps for seamless connectivity and efficient email notifications.
## Setting Up Gmail
To begin, select "Gmail" and then click on "Connect Google Account."
Choose one of your Gmail accounts and grant permission for Flexito OmniAI to connect.
Once the connection is established, your screen should resemble the following image:
### Connecting Your Gmail Account via SMTP #### Why Connect Through SMTP? In some scenarios, such as linking a client's Gmail account to the Flexito OmniAI platform without direct access to their Google Account, connecting via SMTP is necessary.
To proceed, ensure the following settings are enabled on the Google Account:
Enable two-factor authentication.
Generate an app-specific password to allow external app access to the SMTP profile.
Let's start by enabling two-factor authentication.
Navigate to: Google Profile > Manage your Google Account > Security > 2-Step Verification.
After completing the 2-step verification, proceed to generate App Specific Passwords.
Search for "App Passwords," select the Device, and then choose Other (Custom name).
For instance, type "Flexito OmniAI" and click the Generate button.
Click the Generate button to create your password. Copy the password and click "Done."
Paste the copied password into the SMTP Profile within the Integrations section of your workspace. Fill in all required details.
Your Gmail account is now successfully registered using the SMTP Profile.
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## Sending Email Notifications
Once your email integration is set up, you can select it as a sender in your "Email Profile" list. Learn how to send email notifications [here]().
## Adding a Send Email Step
To add a Send Email step, right-click in your workspace or use the "Add new step" button:
Here's what a Send Email step looks like:
Specify a sender and receiver. You can include three types of information: subject, message, and attachment. Add whatever you need.
Below is an example of an email from the user's perspective: