Gmail

Gmail is a cloud-based service that you can use to manager your emails. This document describes how to connect IBM watsonx Orchestrate to Gmail and use its skills on watsonx Orchestrate.

Note: watsonx Orchestrate’s use of and transfer to any other app of information that is received from Google APIs adhere to Google API Services User Data Policy including the Limited Use requirements.

Before you begin

Before you begin, make sure that you meet the following requirements to connect watsonx Orchestrate to Gmail.

  1. Enable pop-up windows on your browser.
  2. You must have the Google client ID and client secret to securely authenticate from watsonx Orchestrate to Gmail.
  3. See Get your Google API client ID in the Google documentation for step-by-step instructions.
Note: The Google client ID and client secret correspond to your Application client ID and Application client secret on watsonx Orchestrate.

Connecting to Gmail

Note: Some app connections require you to allow pop-up windows and redirects in your browser for validation. If you're having trouble to connect to an app, check the address bar to see whether you have to turn off popup and redirect blocking.
Important:
- A credential type must be set for apps that are a part of team skill sets and AI assistants. Skill-based actions in AI assistants support only shared credentials.
- If a credential type of an app is not specified, an error message is displayed when users attempt to run the skills of the app. To resolve the error, an admin must set the credential type for the app. For more information, see Managing connections.

An app can be connected either through the skill catalog or through the watsonx Orchestrate chat. Use the method that suits you to connect to an app.

Connect to the app through the skill catalog when you add that skill to your skill set:

  1. On the watsonx Orchestrate chat page, click Add skills from the catalog.
  2. Search and click the app tile.
  3. Click Connect app.
  4. Configure the connection. For more information, see Configuring the connection.
  5. Click Connect app.

Otherwise, connect to that app through the watsonx Orchestrate chat when you use the skill:

  1. Open the watsonx Orchestrate chat.
  2. On the chat, start the skill.
  3. Click Connect app.
  4. Configure the connection. For more information, see Configuring the connection.
  5. Click Connect app.

Configuring the connection

The way that you configure the connection depends whether you are using the watsonx Orchestrate SaaS or On-premises:

Configuring the connection on watsonx Orchestrate SaaS

To connect watsonx Orchestrate to Gmail, complete the following steps:

  1. Click Connect app.
  2. The Google authorization window opens, select the Google account that you want to use, click Advanced > Go to ibm.com > Continue.

watsonx Orchestrate connects to your Gmail account automatically.

Note: The icon A green check icon appears to show that the app is connected. indicates that the connection was successfully established.

Configuring the connection on watsonx Orchestrate on-premises

To connect watsonx Orchestrate to Gmail, complete the following steps:

  1. Click Connect app.
  2. Specify the following connection details:
    • Application client ID: The unique identifier that is generated from the Google API Console that maps to specific project requests.
    • Application client secret: The client secret for the unique application client ID created for a specific project.
    • OAuth access token: The access token that is generated from the application client ID and client secret.
    • OAUth refresh token: The refresh token that is generated from the application client ID and client secret.
  3. Click Connect app.
Note: The icon A green check icon appears to show that the app is connected. indicates that the connection was successfully established.

What to do next

After you connect to the app, you can use the Gmail skills. For more information see, Using the chat.

To learn about the available skills, see List of prebuilt apps, skills and skill flows.

Info: Review the troubleshooting section to identify issues that are related to the Gmail app.

Parent topic:

Connecting to apps