What is the Gmail Plugin?
The Gmail Plugin allows you to seamlessly integrate Google Mail services within your Jodoo apps. By connecting your Gmail account, you can automate email notifications, send reports, and manage communications directly through Jodoo workflows.
This guide covers how to install, configure, and use the Gmail plugin in Automation Pro.
How to Connect your Gmail to Jodoo Using the Plugin?
Step 1 Installing the plugin
Before using Gmail features, you must install the plugin from the Jodoo Plugin Market. Follow the steps to install the plugin:
Click here to visit the Market.
Search for the Gmail plugin.
Open the Gmail plugin, and click the Install button in the pop-up window to install it.
For a detailed guide, refer to Installing Plugin(s).
Step 2 Configuring the plugin
Once installed, you need to authorize Jodoo to access your Gmail account.
Go to Resource Management > Plugin
Find the Gmail plugin and click the Gear icon.
Click Connect, and you will be redirected to a Google login page.
Log in with the Gmail account you wish to use as the sender.
Grant Jodoo the necessary permissions to send emails on your behalf.
Once authorized, the status will change to "Authorized." Click OK.
Step 3 Enabling the plugin
On the Plugin page, click 
to enable the plugin.
How to Use the Plugin to Send an Email?
In this article, we use automatically sending a performance review email as an example. In this scenario, we will set up an automation where:
A manager submits a Performance Review form.
The system generates a PDF of the review.
The Gmail plugin sends this PDF to the HR Manager.
Step 1 preparing a performance review form
Prepare a performance review form like the following one:
Step 2 Creating the automation task
Go to the "Performance Appraisal" form and click Edit.
Switch to the Extension tab > Automation Pro.
Click + New Automation and name it "Send Email".
Step 2 Setting the Trigger
Select the Trigger Node.
Trigger Event: Choose When workflow ends (or Record Modified, depending on your workflow).
Step 4 Generating the PDF file
Before sending the email, we must generate the file.
Add an Action Node and select Generate Print File.
Print Template: Select the pre-made template for the Performance Review.
Step 5 Configuring the Gmail Node
Add a new Add Plugin node after the Print node.
Select Gmail.
Configure Parameters:
TO: Enter the recipient's email address. In this case, we enter the email of the HR Manager.
CC: Enter the email addresses to send a carbon copy. You can select multiple, separated by commas. It is optional.
Subject: Enter the subject of the email.
Content: Type your email content.
Example: "Dear HR, please find attached the performance evaluation for {Employee Name}. Regards, {Manager Name}."
Attachments: Add files to be sent with your email. You can select the attachment field. In this case, we select the file generated in the last node.
Step 5 Publishing
Click Save & Publish in the top right corner.
See it in Action
Now, whenever a manager submits a performance review, Jodoo will automatically generate a PDF of the record, and the Gmail plugin will email it directly to the HR Manager's inbox. Let's see how it works in action.
We submit a performance review:
When the workflow ends, the automation we set up will send an email automatically.
