Integration

Pilot + Gmail: the AI that reads your inbox, drafts replies, and schedules follow-ups

Connect Gmail to Pilot with one click. The AI classifies, drafts replies, schedules reminders, and links every conversation to the CRM, without your team leaving Gmail.

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What Gmail does with Pilot

Pilot is an AI-driven, end-to-end business system, fully turnkey: it already includes native communication, CRM, sales, scheduling, and operations, with corporate email built in. If you also use Gmail, Pilot connects your inbox and orchestrates it with AI; it never asks you to migrate or change email providers.

Gmail is the inbox of 80% of LATAM sales teams. It's fast, familiar, and it works, and it's also the place where follow-ups get lost: unanswered emails, conversations never logged in the CRM, customers who go quiet because nobody reacted in time. The problem isn't Gmail. It's that nobody has the hours to process 200 emails a day with the attention each customer deserves.

Pilot connects to Gmail through Google's official OAuth with minimal permissions and adds the AI layer that was missing. It reads every new conversation, identifies the sender against the CRM, proposes a reply in your team's tone, schedules automatic follow-ups when a customer goes quiet, and saves the activity to the customer's record. Your team opens Gmail and finds the work half done.

Drafts stay in your standard Gmail account; you see and edit them from the app, the web, or mobile. Pilot doesn't replace Gmail, it supercharges it.

What you can do

  • Drafts replies in your brand's tone, based on the customer's full history.
  • Automatic classification of conversations (opportunity, support, administrative, spam, internal).
  • Labeling and moving between Gmail labels according to business rules.
  • Detects buying intent and creates opportunities in the CRM instantly.
  • Follow-up scheduling: if a customer goes quiet after N days, Pilot reminds you or replies on its own (you decide).
  • Two-way link with the CRM: every email is logged in the customer's record with its context.
  • Automatic replies within the scope you define (frequently asked questions, confirmations, scheduling).
  • Transcription and summary of long threads (15+ messages) into one actionable paragraph.
  • Reporting: emails answered, average response time, conversations converted to sales.

Pilot modules that connect

Email

A unified inbox with AI that prioritizes, summarizes, and drafts.

Email marketing

Mass campaigns that write and segment themselves.

CRM

Customers

One contact database, no duplicates, enriched by AI.

AI Assistants

Your virtual team that runs Pilot for you.

How does it compare with Gemini in Gmail?

Gemini does summaries, smart replies, and drafting inside Gmail. Pilot operates cross-tool. Beyond reading and writing in Gmail, it connects with WhatsApp, calendar, CRM, meeting transcriptions, and other channels. When a customer emails you and then continues the conversation over WhatsApp, Pilot sees the full thread and replies with real context. Gemini doesn't; it lives isolated in Gmail.

Compared with Superhuman, Front, or Missive: those clients improve your inbox UX but don't execute real actions (moving CRM stages, scheduling meetings, charging via a payment link). Pilot executes; the inbox becomes an operational channel, not just a prettier viewer.

Use cases where this integration shines

Teams that connect this tool with Pilot usually start with these scenarios.

Sales automation with AI

An actionable guide for sales teams that want to close more without hiring more reps or migrating CRMs.

AI customer service

Support that replies with real customer context, without dropping threads.

Automated marketing with AI

Multichannel campaigns with AI that segments, writes and measures on its own.

Industries where this integration is most popular

Sectors with the highest combined adoption of this tool and Pilot.

Professional services

Cómo Pilot ayuda al sector professional services.

Technology

Cómo Pilot ayuda al sector technology.

Real estate

Cómo Pilot ayuda al sector real estate.

How to connect it

  1. In Pilot, go to Settings > Integrations > Email and choose Gmail.
  2. Pilot opens the Google OAuth flow and asks for permission to read, write, and manage labels in your account.
  3. Authorize the permissions (Pilot requests only what's needed, with no access to other Google products).
  4. Choose which labels Pilot should process (Inbox by default; you can exclude Promotions, Social, etc.).
  5. Configure the AI agent's scope: what it can answer on its own, what requires your approval before sending.
  6. Save, and Pilot starts processing new messages in under 2 minutes.

Frequently asked questions

Does Pilot read all my emails?
Only the ones you explicitly authorize. By default the Inbox, and you can exclude any label (Promotions, Social, private files). Authentication is Google's official OAuth with minimal scopes, and data travels encrypted over TLS. Pilot doesn't store full copies of your inbox; it queries Gmail in real time.
Does it work with Google Workspace and personal @gmail.com accounts?
Yes, both. For Google Workspace we recommend that an administrator approve the app at the domain level (takes 2 minutes). For personal accounts, the user just needs to authorize.
Can it answer emails without my approval?
Yes, within the scope you define. The recommended setup: automatic replies for frequently asked questions (hours, prices, scheduling) and drafts in your Drafts folder for important conversations, which you review and send. You choose the balance.
And if I cancel Pilot? Do I lose my emails?
Not at all. Gmail stays yours with all its content; Pilot only added the AI layer. If you cancel, Pilot stops processing new messages and you revoke OAuth access from your Google account with one click.
Does it handle signatures, attachments, and templates?
Yes. The signatures configured in Gmail are respected. Attachments up to 25 MB (Gmail's limit). Your team's templates are loaded into Pilot so the AI uses them when appropriate.

Connect Gmail to Pilot in 3 minutes

Book a demo and we'll show you the setup live: OAuth authorization, processing the first emails, and the first draft written by the AI in your real tone.

Request a demo