Gmail – Integration Setup

This guide walks you through securely connecting your Gmail account to Antei. Once connected, Antei will extract only tax-relevant emails and notices to support automation and compliance workflows.


Authentication Method

Antei connects to Gmail using OAuth 2.0 via Google’s secure identity platform.

  • Type: OAuth 2.0 (Authorization Code Flow)
  • Scopes Requested:
    • readonly access to email headers, attachments, and structured metadata
  • Data Access: No read/write on body content or personal inboxes
  • Security: All tokens are encrypted and scoped per workspace

🔐 Antei is SOC 2 compliant. Email access is scoped and logged. No forwarding or content-level permissions are requested.


Step-by-Step Setup

1. Navigate to Integrations → Gmail

Go to Integrations in the Antei dashboard and click Connect Gmail.


2. Authorize Access via Google

You’ll be redirected to the Google OAuth consent screen. Select your Gmail account and approve the requested scopes.


3. Configure Email Filters

Once connected, choose the scope of what Antei can extract:

  • Senders or Labels – e.g. gov.in domains, finance@company.com
  • Attachment Types – PDFs, .zip, or invoice metadata
  • Time Window – Choose to sync emails from the past 3, 6, or 12 months

✅ No email body content is parsed unless explicitly mapped for structured fields.


Verification & Testing

After setup, Antei performs:

  • ✅ Email sync test – Header fetch + label verification
  • ✅ PDF test – Attachment extraction & classification
  • ✅ Log entry in Settings → Logs

FAQs

What kind of emails does Antei read?
Only those from configured domains or folders that match compliance, tax, or finance workflows.

Does Antei read email body content?
No. Only header metadata and attachments are accessed. Parsing body content requires explicit configuration.

Is Gmail access read-only?
Yes. Antei never modifies or forwards any emails.

Can I disconnect Gmail anytime?
Yes. Disconnect from either Antei’s dashboard or from Google → Security → Third-party App Access.


Need Help?

For assistance, contact tech@antei.com.
→ Visit the Gmail Integration Scope page for full sync details.