What Triform can do with Gmail
Triform agents can read and write any field your API access allows, meaning you can move from "manual updates" to "codified workflows" that always run the same way.
Email Automation
- Auto-draft replies based on context.
- Categorize incoming emails by urgency.
- Route support tickets to the right team.
Data Extraction
- Parse invoices and save to accounting.
- Extract contact details to CRM.
- Capture meeting requests.
Workflow Triggers
- Start onboarding when 'Signed' contract arrives.
- Alert team on 'Urgent' subject lines.
- Log client communications.
What Triform can do with Gmail
Real-world examples of how teams use Triform + Gmail
Automated Report Distribution
Generate and distribute recurring reports automatically. Export from BI tools, personalize for each recipient, deliver via email or Slack, and track engagement — without manual refreshes and sends.
Gmail Customer Onboarding Automation
Streamline customer onboarding from signup to first value. Automated account setup, welcome sequences, and milestone tracking.
Gmail 
HubSpot 
Slack Employee Onboarding Automation
Automate the new hire process from offer acceptance to first day. Trigger account creation, send welcome emails, post team intros, and track checklist completion.
Gmail 
BambooHR 
Notion Slack How Triform connects
Connect Google
Securely sign in with your Google account using OAuth.
Select Permissions
Grant access to read, send, or manage labels.
Activate Agents
Choose which AI agents monitor your inbox.
Who uses Triform with Gmail
Perfect for teams buried in email.
Roles
Teams
Why Triform for Gmail?
Context Aware
Understands the full thread history, not just the last message.
Secure OAuth
Connects safely without sharing your password.
Multi-step Actions
Can perform complex tasks like 'Draft reply AND update CRM'.
FAQ
Is it secure?
Yes, we use official Google OAuth and only access data you permit.
Can it send emails automatically?
You can set it to auto-send or save as draft for approval.
Tell us what you want to automate
Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.