Getting started with the Gmail Pack

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Getting started with the Gmail Pack

Getting started with the Gmail Pack

Gmail Pack FAQs

What access is granted to a Pack when I install it

Installing a Pack doesn’t give it access to your account or the contents of your doc, but rather just makes it’s building blocks available to use. You can learn more about the Packs security model in the

Security of Packs on Coda⁠

How do I connect my Gmail account to the Gmail Pack, and what’s the difference between Private and Shared accounts?

A Pack account represents your account in another app or service that the Pack will connect to. For example, the Gmail Pack needs to connect to your Gmail account. You can add multiple accounts for the same Pack.

Connect an account to the Gmail Pack

During the installation process, you may be prompted to connect your Gmail account to the Gmail Pack.

Otherwise, you can connect your account by clicking Insert > Packs > Gmail Pack > Settings.

You can either add a private account by clicking into the drop-down under Private account, or add a shared account by clicking the + Add a shared account button.

Private account settings

The private account setting is your account and only you can take actions with this.

This is the most secure setting, but since it’s private, you can’t use it to display syncs or Gmail info in the doc.

Shared account settings

A shared account is required to display Gmail data in a doc.

Setting this to “Take actions and view data” will mean that anyone who has edit access to the doc will be able to act as you when taking actions from Coda to Gmail.

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Account permissions

When connecting an account you will need to determine if and how other collaborators of the doc can use it. For example, you may want to allow anyone to use your Gmail account to sync in a list of threads and/or messages, but not let them send emails as you.

There are two prompts that determine these permissions:

Who can view data from this account?

You and anyone this doc is shared with

Nobody

Who can take actions using this account?

Only you

Anyone this doc is shared with

Nobody

Select the options that best match how you plan to use the Gmail Pack in this specific doc. If you change your mind later, you can reconnect the Pack with the updated permissions.

For more on this topic, check out this help article:

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Connect a Pack account | Coda Help Center Learn how to authenticate a Pack and connect it to your account. help.coda.io⁠

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How do I disconnect a Pack shared account?

You can easily disconnect a shared account if you change your mind and would like to remove your credentials via the Pack settings.

Click on Insert in the upper right corner of your doc.

Click on Packs.

Select the Pack in question.

Under the Settings tab, find the shared account you want to disconnect.

Click on the down arrow to the right of that account, and select Disconnect. When you see the confirmation prompt, hit Disconnect again.

For more on this topic, check out this help article:

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Connect a Pack account | Coda Help Center Learn how to authenticate a Pack and connect it to your account. help.coda.io⁠

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Can I have multiple instances of my Messages or Threads table in the same doc?

No, but you can add in an additional account sync and create filtered views. Here’s how 👇

Go to your sync table settings > + Add another sync > set up your secondary account:

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2. Click Sync now to sync in your secondary account messages or threads. You’ve now created a “master table” of messages or threads.

3. Create a connected view of your master sync table and apply a filter to view messages or threads from each connected account.

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For more help with creating a filtered view of your table, check out this article from our help center:

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Create custom table views | Coda Help Center A view is a mirror of a table that you can visualize however you want. Learn how to create and customize your views. help.coda.io⁠

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How can I remove "Sent via this Coda doc" from the bottom of an email?

If you send an email via the Gmail pack, you may have noticed this small footer at the bottom:

Screen Shot 2020-04-03 at 12.57.15 PM.png

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You can easily remove this within the button configuration options. In the button settings, select + Add More > Hide signature > check the box:

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Can I use a template as email content with the Send Email action?

You can create a template to be sent out with the Send Email action with the help of one of the following three Coda features:

Coda AI

Compose column

Format() formula

Check out

Mail merge with Gmail⁠

for some examples on how to set this up for yourself!

How do I see the contents of emails in the Threads sync table?

To see the contents of emails in your Threads sync table, you’ll need to sync in your Messages table as well. You can create a relation column between the two tables to then bring in the text content of each message.

💡 If you sync your Messages table in first, the Threads table will automatically create this relation column for you, and vice versa!

How can I make the email I send out display my name as the “From” contact?

In the From criteria of your Send Email action, add this:

My Name<my@email.com>

This will force Gmail to display your name instead of just your email.

Can I get the link to an specific Gmail message from Gmail Pack?

You can create a button to open a specific message from your Messages sync table with a formula!

Hover over your Message chip and insert the ID column in your table if it is not already synced.

Create a button column in your table with the following formula set in the On Click section of the button settings:

OpenWindow(Concatenate("https://mail.google.com/mail/u/0/#inbox/",thisRow.[insert message ID column here]))

How do I Remove a Pack?

If you no longer wish to use a Pack, you can remove it from your doc.

Please note that any of the Pack’s building blocks (formulas, actions, etc.) that are used within the doc will break once the Pack is removed.

If you removed a Pack accidentally, you can reinstall it to fix the errors.

To remove a Pack:

Click the Insert button in the upper right of the doc.

In the side panel click on the Packs menu item.

Click on the Pack you want to remove.

Click on the three-dots menu in the upper right of the Pack panel and then click on Remove Pack from doc.

In the dialog click the button Remove this Pack.

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Be sure to check out
`Resources`⁠
for examples of the Gmail pack in use, relevant Coda Guides, and Help Center resources 👇

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Resources Gmail Pack templates and Coda resources to explore. Try them out them to use in your own docs.⁠

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Gallery

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