Installing the Gmail Pack

This doc requires a connection to your Gmail account to send follow up emails. Here's a quick guide on setting that up.

1. Click Explore in the upper right of your Coda doc.

2. Select “Packs & Import.”

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3. Click “Gmail.” A window will open asking you to Sign in to install.

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4. Select your account, or add your account.

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5. A window will open asking who can take actions in Gmail from your Coda doc.

Choose whether you would like others to log in to their own Gmail account, or if you would like them to take action on behalf of your account.

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For more on connecting & authenticating your gmail pack, check out this help center article:

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you can reference structured data in unstructured prose

at the least if you don’t like these email, think of them as inspiration

Three ways a AM or CSM can use the gmail pack to spend less time in your inbox.

Don’t have a CRM or email logging up. No problem, this Coda doc will work just fine. Log you customer conversations by simply labeling an email in your inbox. Coda will record that email conversation your easy reference in the future. This doc will also show you a overview report showcasing your overall communication trends and stats.

Save templates and generate draft emails

Automatically send renewal notices

There’s usually a few emails you know you need to respond to but don’t want to dive in just yet. You also don’t want that email to slip through the cracks.

At the end of the day, Slack reminder about the key email you need to write

people table, change prospect to info to columns

3 table schema

People,

Emails templates table w/ lookup to

third table is where they combine

Categories for the templates and what they should be used for

Showcase the gmail pack

showcase the part of the pack that pulls in emails as well

instructive / example

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