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Integrating with Gmail & Google Drive

Connect your Gmail and Google Drive accounts to Cora.ai for email access, sending emails, and creating presentations.

Overview

The Gmail and Google Drive integrations enable individual users to read and send emails, access Drive files for knowledge, and create presentations directly from Cora.ai, particularly for Executive Business Review (EBR) workflows.

Integration Type: OAuth 2.0, User-Level
​Setup Time: 3-5 minutes per user
​Required Role: Any authenticated Cora.ai user

Prerequisites

  • Google Workspace or personal Google account

  • Gmail enabled (for Gmail integration)

  • Google Drive

  • Active Cora.ai user account

Required Permissions

Gmail Integration

Cora.ai will request the following Gmail permissions:

  • Read emails — Read email messages and threads from your inbox

  • Send emails — Send emails and compose messages on your behalf

Google Drive Integration

Cora.ai will request the following Google Drive permissions:

  • Read files — Access documents and files in your Drive for knowledge and context

  • Create and manage files — Create presentations and documents in your Drive

  • Share files — Add permissions to files created by Cora.ai

Setup Steps

Cora supports integrations at the individual user level and at the shared organization level. For Gmail the account level is useful for connecting a shared inbox like [email protected] for sending emails and for detecting shared customer lifecycle events (e.g. upsell opportunity, renewal risk, etc.).

User Level Integration - Gmail or Drive

Step 1: Access User Integrations

  1. Log into Cora.ai with your user account

  2. Click on your Profile picture or avatar (top-right corner)

  3. Select Settings or Integrations from the dropdown menu

  4. Navigate to the Integrations tab

Step 2: Initiate Gmail or Drive Connection

  1. Locate the integration card

  2. Click the Connect button

  3. You will be redirected to Google's authentication page

Step 3: Google Authentication

  1. Select the Google account you want to connect

  2. If prompted, enter your Google password

  3. If 2-factor authentication is enabled, complete the verification

Step 4: Grant Permissions

  1. Review the permissions Cora.ai is requesting

  2. Google will display the requested permissions, including read and send access for Gmail and file access for Drive

  3. Click Allow to grant access

Step 5: Confirm Connection

  1. You will be redirected back to Cora.ai

  2. The integration card will show Connected status

  3. Your connected address will be displayed

Step 6: Enable Lifecycle Events

Track events across your customer lifecycle — from onboarding and renewals to upsells, expansion, and churn risk — so your team never misses a key moment.

  1. Click the connected Gmail integration card to open the settings panel

  2. Under Lifecycle Events, toggle the switch on

  3. Click Save

Note: You can use the same Google account for both Gmail and Drive integrations or connect different accounts if needed.

Shared Gmail Integration

For sending outbound emails to your customers we typically recommend creating a new shared Gmail account (e.g. [email protected] or [email protected]). This allows you have a consistent and branded experience with your company logo. This shared account is connected once by an admin team member and shared across the Cora organization.

Step 1: Log Into Cora

Log into Cora.ai with your shared google account (e.g. [email protected])

Step 2: Authorize Gmail

Follow steps 1-6 detailed above to get Gmail connected

What Cora.ai Accesses

Gmail

Reads: Cora.ai can read email messages and threads from your connected inbox to provide context for customer interactions and workflows.

Writes: Cora.ai can send emails on your behalf, including EBR distribution, customer communications, and automated notifications. Emails are always sent from your connected Gmail address.

Google Drive

Reads: Cora.ai can access documents and files in your Drive to use as knowledge and context for generating insights and content.

Writes: Cora.ai can create presentations and documents in your Drive (e.g., EBR decks from templates) and manage sharing permissions on files it creates.

Multiple Account Support

You can connect multiple Gmail accounts to Cora.ai:

  1. On the Gmail integration card, click Add Another Account

  2. Follow the OAuth flow for the additional account

  3. When sending emails, you'll be able to select which account to use

Use Cases

Gmail

  • EBR Distribution — Send Executive Business Review decks via email

  • Customer Communications — Email customers directly from Cora.ai

  • Automated Notifications — Send automated alerts and updates

  • Email Context — Read email threads to inform customer insights and workflows

Google Drive

  • EBR Creation — Generate Executive Business Review presentations

  • Template-Based Decks — Create presentations from Cora.ai templates

  • Knowledge Source — Use Drive documents as context for generating insights

  • Collaborative Presentations — Share presentations with team members via Drive

Disconnecting Accounts

To disconnect a Gmail or Google Drive account:

  1. Navigate to Profile → Settings → Integrations

  2. Locate the integration card

  3. Click Disconnect or Remove

  4. Confirm the disconnection

Note: You can also revoke access directly in your Google account settings:

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