Overview

Gmail connects to Valuecase through the built-in AI agent Connectors. The AI agent uses context from your spaces – action plan status, customer info, deadlines – to draft relevant follow-up emails. You review and approve before anything is sent.

How to connect

1. Go to Connectors in your Valuecase settings and enable Gmail.
2. Sign in with your Google account.
3. Open the AI agent in any Space and try: "Draft a follow-up email for this space."

What you can do

• Draft follow-up emails based on action plan progress
• Send onboarding status updates to customers
• Notify stakeholders about completed milestones
• Write re-engagement emails for stalled spaces

The AI agent always drafts first – you review and approve before sending.