Gmail
CommunicationBuilt by Capstan
Read threads before replying, draft and send from a shared inbox.
What an agent can do in Gmail
Defaults for a new agent. Change them per agent in Control.
- Search and read threadsRuns freely
- Draft a replyRuns freely
- Send an emailAsks first
Agents that use Gmail
Sales · nightly 02:00
CRM clean-up
Find deals with no next step, read their last emails, suggest the next step and date, then asks: update the deals.
Sales use caseSales · after every call
Follow-up drafts
Read the call notes, pull the pricing that was discussed, draft the follow-up email, then asks: send from the rep's inbox.
Sales use caseOperations · daily 08:00
Overdue invoice follow-up
List overdue invoices, skip open disputes, draft the reminders, then asks: send from billing@.
Operations use case
Set up in three steps
01
Connect Gmail
Sign in to Gmail from Capstan, or paste a key. Capstan stores it encrypted and never shares it between agents.
02
Choose what it may do
Every action starts as read-only or asks-first. Loosen it per agent once you trust the runs.
03
Add it to an agent
Mention Gmail when you describe a job, or add it to an existing agent's tools.