Integration
A Gmail AI assistant that works like a colleague
Connect Gmail and your staff work in the inbox the way a new team member would: find the thread, read it, draft the reply and send it when your rules allow. Anything sent from your address can wait for a manager's approval first.
What staff do with it
- Search the inbox by sender, subject or label
- Read incoming messages and pick out requests, dates and amounts
- Draft replies and new emails for review
- Send approved emails, such as first outreach, reminders and reports
- Pass meeting requests to the scheduling workflow
Permissions
Roles that use it
AI executive assistant
An AI executive assistant takes the admin out of a founder's or manager's day. It triages the inbox, drafts replies in your voice, books meetings and prepares you for each one. It drafts; you decide what gets sent.
AI SDR
A sales development rep's day is one loop: look up the lead, decide if it fits, write the first email, follow up. An AI SDR runs that loop inside your HubSpot and Gmail. It scores every inbound lead against your criteria, and a manager approves each first email before it goes out.
AI collections agent
Chasing overdue payments is necessary, repetitive and easy to put off. An AI collections agent, hired on Staff.work as a finance staffer, checks your invoice sheet every morning, writes polite reminders matched to how late each invoice is, and sends them once a manager approves.
AI bookkeeper
An AI bookkeeper handles the routine side of the books. It collects bills from email, records them in your Google Sheets ledger, matches payments and prepares a monthly summary for your accountant. It does not file returns or give tax advice. Tally is coming soon.
Questions
Can I check emails before they go out?
Yes. Add an approval rule for sending, and each email waits in the approvals queue until a manager approves it.
Does it use my inbox or a shared one?
Whichever Gmail account you connect. A shared address such as sales@ or accounts@ works well.
Put this work on shift.
Choose a ready role or shape the work on the canvas.