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PRACTALUMA INTEGRATIONS

Gmail

Review your inbox with Luma and keep reply drafts in Gmail for you to send.

01 / THE OVERVIEW

The connection.

Connect a personal inbox for Luma to read messages, match senders to clients and prepare reply drafts. Separately, a practice mailbox can be configured for outbound practice email or an incoming referral queue.

02 / THE POSSIBILITIES

What you can do.

  • Read a connected inbox and match messages to clients.
  • Leave reply drafts in your mailbox for review and sending.
  • Configure practice outbound email or referral intake as separate workflows.
03 / GETTING STARTED

How to connect.

  1. Connect your Google mailbox through the relevant email settings.

  2. Choose personal inbox assistance, practice sending or referral intake.

  3. Review the connection and mailbox access before use.

Good to know

The personal inbox assistant can create drafts but cannot send email. Practice outbound sending and referral ingestion use separate configurations; connecting one does not enable the others.

BUILT AROUND YOUR PRACTICE

Your tools. A more connected day.

Explore how Gmail fits into your PractaLuma workflow.