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Gmail Integration

Connect your Gmail account to Fabius to automatically generate intelligent email replies, manage tasks, and track email engagement - all while maintaining your personal writing style.

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What Gmail Integration Enables

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🤖 AI-Powered Email Replies

  • Automatically generates draft responses for incoming emails (1-2 minutes)
  • Applies your configured email style rules
  • References relevant knowledge documents and context
  • Maintains consistency across your team’s communications

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📧 Gmail Add-on Features

  • View and edit draft replies directly in Gmail
  • Access account and contact information
  • Create and manage tasks from emails
  • Track email engagement metrics
Note: Draft bodies are displayed in the Gmail compose modal (open Reply, then click the Fabius compose action). The right-side panel shows tasks and account context. Tip: In the message view, the Accounts section includes a link to open the account in Fabius where you can chat on the account timeline.

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🔄 Automated Workflows

  • Process emails from CRM contacts automatically
  • Create follow-up tasks from email content
  • Track email threads and conversations
  • Sync activities back to your CRM

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Quick Setup Guide

Get started with Gmail integration in just 5 minutes:

  1. Log in to app.fabius.io 2. Navigate to Settings → Integrations 3. Click Connect Gmail 4. Authorize access to your Gmail account

  1. Visit Fabius on Google Workspace Marketplace
  2. Click Install 3. Accept permissions 4. Find the Fabius icon in your Gmail sidebar
Beta Access Required: During our beta period, you may need permission to install the add-on. Contact your Fabius representative if you see an “Access Denied” message.
For detailed setup instructions, see our Email Replies Quick Start Guide.

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How It Works

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1. Email Processing

When you receive an email from a CRM contact:
  • Fabius detects and analyzes the message
  • Extracts questions, requests, and action items
  • Gathers context from previous interactions

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2. Draft Generation

The AI creates personalized drafts by:
  • Applying your email style rules
  • Including relevant product information
  • Suggesting appropriate next steps
  • Maintaining consistent messaging

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3. Review and Send

You can:
  • View multiple draft options in Gmail
  • Edit and personalize before sending
  • Track engagement after sending
  • Manage follow-up tasks

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Key Features

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Smart Contact Recognition

  • CRM-First: Only processes emails from contacts in your CRM
  • Auto-Matching: Links emails to accounts and opportunities
  • New Lead Detection: Flags potential prospects for follow-up

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Style Customization

  • Generate from My Emails: Create personal style rules from your sent emails (Emails Settings → Style Rules)
  • Personal Rules: Create custom style preferences
  • Company Standards: Maintain brand voice consistency

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Task Management

  • Automatic Creation: Extracts action items from emails
  • Task Tracking: Monitor completion status in Gmail
  • CRM Integration: Syncs tasks with your sales workflow

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Configuration Options

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Email Settings

View all email reply documentation →

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Privacy & Security

  • OAuth 2.0 secure authentication
  • End-to-end encryption
  • No training on your data
  • GDPR compliant

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Common Use Cases

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Sales Teams

  • Faster response times to prospects
  • Consistent messaging across team
  • Automated follow-up tracking
  • Improved email engagement rates

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Customer Success

  • Timely responses to customer inquiries
  • Knowledge-based support replies
  • Proactive check-in emails
  • Task management for follow-ups

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Account Management

  • Personalized client communications
  • Quick meeting follow-ups
  • Contract and renewal discussions
  • Relationship maintenance

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Troubleshooting

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Common Issues

“Access Denied” when installing add-on
  • Contact your Fabius representative for beta access
No drafts appearing
  • Verify Gmail is connected in Settings → Integrations
  • Ensure sender is in your CRM
  • Check that both OAuth and add-on are set up
“Unverified app” warning
  • Click Advanced → Go to Fabius (unsafe)
  • This is expected during our beta period
For more help, see our troubleshooting guide.

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Resources

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Setup Guides

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Best Practices

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Support

Need help? Contact your Fabius representative or email [email protected] for assistance with setup or configuration.