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Gmail Connection Setup

Fabius requires a Gmail connection to process emails and generate AI-powered drafts. This guide covers the essential Gmail OAuth connection that enables server-side email processing.

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Understanding the Two-Part Setup

The Fabius email reply system requires two separate connections:
  1. Gmail OAuth Connection (covered here) - Allows Fabius to:
    • Read incoming emails from your Gmail account
    • Process email content server-side
    • Generate AI drafts based on email content
    • Track email threads and conversations
  2. Gmail Add-on (separate installation) - Provides:
    • The interface to view drafts in Gmail
    • Ability to insert drafts into compose window
    • Task management within Gmail
Important: Both connections are required for the email reply feature to work. This page covers the OAuth connection setup.

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Setting Up Gmail OAuth Connection

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Step 1: Access Integration Settings

  1. Log in to Fabius at app.fabius.io
  2. Navigate to Settings → Integrations
  3. Locate the Gmail section

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Step 2: Connect Your Gmail Account

  1. Click Connect Gmail or Add Account
  2. You’ll be redirected to Google’s authorization page
  3. Select the Gmail account you want to connect
  4. Review the permissions Fabius is requesting:
    • Read your email messages
    • View email metadata
    • Access basic account information

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Step 3: Grant Permissions

  1. Click Allow to grant the requested permissions
  2. You’ll be redirected back to Fabius
  3. Wait for the connection process to complete
  4. Verify the status shows as “Connected”

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Step 4: Verify Connection

Once connected, you should see:
  • ✅ Connection status: “Connected”
  • Your connected Gmail address
  • Last sync timestamp
  • Option to disconnect if needed

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What Happens After Connection

Once your Gmail is connected:
  1. Initial Sync: Fabius begins monitoring your inbox for new emails
  2. Contact Matching: Incoming emails are matched against your CRM contacts
  3. Draft Generation: AI drafts are created for emails from CRM contacts
  4. Continuous Monitoring: New emails are processed automatically

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Managing Your Connection

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Connection Details

In the integration settings, you can view:
  • Connected email address
  • Connection date
  • Last sync time
  • Number of processed emails
  • Any sync errors

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Troubleshooting Connection Issues

“Authorization Failed”
  • Ensure you’re using the correct Google account
  • Check if your organization allows third-party connections
  • Try using a different browser or clearing cookies
“Permission Denied”
  • Verify you granted all requested permissions
  • Your Google Workspace admin may have restrictions
  • Contact IT if organizational policies block connections
Connection Shows “Disconnected”
  • Click Reconnect to re-authorize
  • Google tokens may have expired (happens after 6 months)
  • Check for any Google security alerts

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Disconnecting Gmail

To disconnect your Gmail account:
  1. Go to Settings → Integrations
  2. Find your connected Gmail account
  3. Click Disconnect
  4. Confirm the disconnection
Note: Disconnecting will:
  • Stop all email processing
  • Prevent new draft generation
  • Maintain existing drafts and data
  • Require reconnection to resume service

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Privacy and Security

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Data Access

When connected, Fabius can:
  • ✅ Read emails from CRM contacts
  • ✅ Process email content for draft generation
  • ✅ Create tasks from email content
  • ❌ Cannot send emails on your behalf
  • ❌ Cannot delete or modify existing emails

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Security Measures

  • OAuth 2.0 secure authentication
  • No password storage
  • Encrypted token storage
  • Regular security audits
  • Automatic token refresh

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Multiple Account Support

If you manage multiple Gmail accounts:
  • Each account requires separate connection
  • Switch between accounts in Settings
  • Drafts are generated per account
  • CRM matching applies to each account

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Next Steps

After connecting Gmail in Fabius:
  1. Install Gmail Add-on: Follow the add-on installation guide
  2. Review Email Features: Learn about email reply capabilities
  3. Test the Connection: Send yourself a test email from a CRM contact
  4. Start Using Drafts: Access drafts through the Gmail add-on

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Frequently Asked Questions

Q: Why do I need both the OAuth connection AND the add-on? A: The OAuth connection allows Fabius to read and process emails server-side, while the add-on provides the interface to view and use drafts in Gmail. Q: Can I connect multiple Gmail accounts? A: Yes, you can connect multiple accounts and switch between them in settings. Q: What if I use Google Workspace with custom domain? A: The process is the same - connect using your full email address (e.g., [email protected]). Q: How often does Fabius check for new emails? A: Email processing happens automatically, typically within 1-2 minutes of receipt and under 5 minutes on average.

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Getting Help

If you encounter issues: