This section walks through setting up the Gmail connector using a OAuth-enabled Google App. Anyone can do this (even without a paid Google Workspace)! If you’re an organization with a Google Workspace, and you’d rather use a Service Account to access Gmail, it will be available soon!

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Authorization

  1. Create a Google Cloud Project
  2. Enable the Gmail API
    • On the left panel, open APIs & services
    • Go to Enabled APIs and services
    • On the top click +ENABLE APIS AND SERVICES
    • Search for Gmail API and click ENABLE
    • Alternatively visit this link, select your project and enable the Gmail API
  3. Set up the OAuth consent screen
    • Under APIs & services, select the OAuth consent screen tab
    • If you don’t have a Google Organization select External for User Type
    • Call the app UtopikAI (or whatever you want)
    • For the required emails, use any email of your choice or founders@UtopikAI.app if you wish for the UtopikAI team to help handle issues.
    • Click SAVE AND CONTINUE
  4. Set up Scopes
    • Add the scope .../auth/gmail.readonly for Gmail API

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To enable permission syncing for this connector:

  • Enable the Admin SDK API
    • visit this link, select your project and enable the Admin SDK API
  • Add the scope .../auth/admin.directory.user.readonly for Admin SDK API
  • Add the scope .../auth/admin.directory.group.readonly for Admin SDK API
  • The account performing the OAuth flow must have an Admin role in the Google Workspace that has access to the “Groups > Read” privilege.
    • This can be set by an admin in the admin panel of the Google Workspace under Account>Admin roles.
  • Note: If you are using a Google Workspace, you can also set up a Service Account to access Gmail. This is currently in development and will be available soon.
GmailScopes
  1. Set up Test users
    • This is only applicable for users without a Google Organization.
      • Typically for a company, UtopikAI would be set up as an internal app so this step would not apply.
    • Add at least one test user email. Only the email accounts added here will be allowed to run the OAuth flow to index new emails.
    • Click SAVE AND CONTINUE, review the changes and click BACK TO DASHBOARD
  2. Create Credentials
    • Go to the Credentials tab and select + CREATE CREDENTIALS -> OAuth client ID
GmailCredential - Choose Web application and give it some name like UtopikAIConnector - Add a Authorized JavaScript origins for http://localhost:3000 (or https://<INTERNAL_DEPLOYMENT_URL> if you have setup UtopikAI for production use) - Add a Authorized redirect URIs for http://localhost:3000/admin/connectors/gmail/auth/callback (or https://<INTERNAL_DEPLOYMENT_URL>/admin/connectors/gmail/auth/callback if you have setup UtopikAI for production use) GmailScopes
  • Click create and on the right hand side next to Client secret, there is an option to download the credentials as a JSON. Download the JSON for use in the next step.
GmailScopes