Gmail Integration
Atlas connects to your Gmail account via Google OAuth to pull emails into the Smart Inbox. This enables AI-powered triage, entity matching, and task creation directly from your email.
Setting Up Gmail
Prerequisites
- A Gmail or Google Workspace account
- Your practice administrator must have enabled email integration in Settings
Connection Steps
- Navigate to Smart Inbox in the sidebar
- Click Connect Gmail (or go to Settings → Integrations)
- Click Authorise Gmail
- Google's OAuth consent screen appears:
- Select your Gmail account
- Review the permissions Atlas requests:
- Read your emails
- Send emails on your behalf
- Manage labels
- Click Allow
- Atlas begins syncing your recent emails
tip
Atlas uses Google OAuth 2.0 with offline access tokens. Your password is never stored — only a secure refresh token that you can revoke at any time from your Google Account settings.
What Gets Synced
| Data | Direction | Description |
|---|---|---|
| Incoming emails | Gmail → Atlas | New emails appear in Smart Inbox |
| Sent emails | Gmail → Atlas | Your replies are tracked |
| Labels | Gmail ↔ Atlas | Atlas can apply labels for organisation |
| Thread history | Gmail → Atlas | Full conversation threads |
Sync Behaviour
- Initial sync pulls the last 30 days of messages
- Ongoing sync checks for new emails every few minutes
- Manual sync — click the refresh icon to force a sync
Disconnecting
To revoke Gmail access:
- Go to Settings → Integrations
- Click Disconnect Gmail
- Confirm
Alternatively, revoke access from your Google Account:
- Go to myaccount.google.com/permissions
- Find Atlas and click Remove Access
Multi-User Support
Each team member connects their own Gmail. This allows:
- Personal inbox views per user
- Shared visibility for managers (with permission)
- AI classification across the entire team's email volume
Troubleshooting
| Issue | Solution |
|---|---|
| "Gmail not connected" | Re-authorise in Settings → Integrations |
| Emails not syncing | Check the refresh token hasn't expired; re-connect |
| Missing emails | Atlas syncs from the connection date; older emails aren't imported |
| Permission denied | Ensure your Google Workspace admin allows third-party apps |