Getting started with the Gmail Pack

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Getting started with the Gmail Pack

Getting started with the Gmail Pack

Start Here - Install the pack

How to install the Gmail Pack in your doc

Gmail Pack installation quick start guide

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

In the side panel, select Packs.

Browse or search for the Gmail Pack.

Click on the Gmail Pack to open its listing page.

Click the Add to doc button to begin the installation.

Note: Since the Gmail Pack requires authentication, you’ll have to

connect a Gmail account manually⁠

in order to start utilizing the the Pack.

Need a visual guide? We got you covered! Keep reading below 👇

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Install the Gmail Pack in your doc.

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Packs are installed into individual docs, not across an entire account or workspace. This means you’ll have to install a Pack in each of the docs where you wish to use it. You must have edit access to a doc in order to install a Pack in it, and once installed anyone else with access to the doc can use the Pack you’ve installed.

You can install the Gmail Pack directly from within the doc you are working in by using the Insert panel.

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

In the side panel, select Packs.

Browse or search for the Gmail Pack.

Click on the Gmail Pack to open its listing page.

Click the Add to doc button to begin the installation.

Note: Since the Gmail Pack requires authentication, you’ll have to

connect a Gmail account manually⁠

in order to start utilizing the the Pack.

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Connecting a shared vs. private account

Most Packs allow you to set up both private accounts and shared accounts.

A private account is one that only you - the person setting up that account - can use to take actions from the Coda doc.

A shared account is one that can be used to take actions by anyone who has access to the doc. For example, with a shared account connected to the Gmail Pack, anyone who has access to the doc can use a Send Email button action to send an email as you.

To connect your Gmail account:

Navigate to the Gmail Pack settings by clicking Insert > Packs > Gmail > Settings.

Choose to add a Private or Shared account. You will then be re-directed to Google to sign in to your Gmail account.

After signing in via Google, you will be re-directed to Coda to confirm who can take actions with that account.

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Check out the video below for more info on the difference between Private and Shared account connections, and be sure to check out

Gmail Pack FAQs⁠

for more on this topic, as well.

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Once your account is connected, you can start using any building blocks from the Pack!

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Up Next: Pack Building Blocks 👉

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`Pack Building Blocks The Gmail Pack includes several powerful building blocks designed to enhance your email workflows. By combining these building blocks with other Coda features, you can automate repetitive tasks, extract key info, and gain valuable insights into your inbox.`⁠
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