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Gmail

Email yourself call notes from your Gmail account and draft replies to callers.

Your receptionist can email you or your team a note about a call from your own Gmail account, and draft a reply to a caller for you to check and send. Gmail’s API only accepts OAuth sign-ins, so Reception connects through Zapier.

You may not need Gmail for this. Reception.ai already emails a post-call summary after every conversation, to any Gmail address you add. It links to the conversation in your Inbox, where you can read the full transcript and play the recording. Use the Gmail actions below when you want the email to come from your own Gmail account, or want to choose what it says.

Set up

1

Connect Zapier

If you haven’t yet, connect Zapier in Reception.ai.

2

Add the Gmail actions

In your Zapier MCP server at mcp.zapier.com, add the actions below from the Gmail app and sign in to your Google account when Zapier asks. For each field, either set a fixed value or let the AI fill it in, as listed.

3

Assign the tools

In Reception.ai, open the Zapier integration’s Tools tab, select Refresh tools, and assign each action as listed.

4

Add a procedure

Your receptionist can only use tools while the call is still going. Add a procedure that tells it to send the call note before it says goodbye.

5

Test it

Test your receptionist by leaving a message. The email arrives in your inbox.

Actions

Email yourself a call note

FieldValue
Zapier actionSend Email
Set in ZapierTo: your own or your team’s address. Body Type: plain.
Let the AI fill inSubject and Body: the caller’s name, number, the reason for the call, and what was agreed.
Assign toClient

Keep To fixed, and leave Cc, Bcc, Reply To, and attachments empty. If the AI fills them in, a caller could get your receptionist to send email from your Gmail account to any address.

Draft a reply to the caller

FieldValue
Zapier actionCreate Draft
Let the AI fill inTo: the caller’s email address. Subject and Body: what the caller asked for.
Assign toClient

The draft waits in Gmail’s Drafts folder until you check and send it. Ask your receptionist to spell the caller’s email address back. To send callers a fixed email straight away, use Reception’s custom procedure email in Notifications instead.

Search your email

FieldValue
Zapier actionFind Email
Let the AI fill inQuery: a Gmail search, such as from:supplier@example.com.
Assign toAssistant

Your assistant can then answer questions like “Did the supplier email me today?”. Never assign it to the Client: it would let callers ask your receptionist about your email.

Limitations

  • Your receptionist writes the email from what it heard on the call. It can’t attach the transcript or the recording, and it can’t email you after the call has ended. The post-call summary does that.
  • Gmail limits how many emails an account sends each day. For high call volumes, use the post-call summary or a sending service like Resend.
  • Each action your receptionist runs uses tasks from your Zapier plan. Zapier currently counts two tasks per successful call; failed calls aren’t counted. When the plan runs out, the actions stop until it resets.

Troubleshooting

ProblemWhat to check
A Gmail action doesn’t appear in Reception.aiSelect Refresh tools on the Zapier integration after adding actions in Zapier.
An action shows Changed and isn’t usedYou edited it in Zapier. Select Update in the Tools tab.
No email arrives after a callCheck the procedure asks your receptionist to send it before the call ends, and check your spam folder.
Emails come from the wrong Google accountReconnect Gmail in Zapier from a browser that isn’t signed in to another Google account.
You get two emails per callThat’s the post-call summary plus your Gmail note. Turn one off in Settings → Notifications.