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Email & calendar · Connects through OAuth

MetaWurks + Gmail.Drafts That Wait for Your OK.

Find what clients sent, draft replies and document requests, and send only when you approve.

  • Sign in on the app's own screen
  • No passwords stored
  • Disconnect anytime

Tax Prep Agent

QuickBooksconnectedXeroconnectedGmailconnected
  1. Pulled P&L and balance sheet from QuickBooks
  2. Matched 1099s to bank depositsMatched
  3. 3 missing receiptsNeeds review
  4. Client document request drafted in GmailNot sent
  5. Tax organizer and workpapers drafted
Ready for your review

Sample run · fictional data

What Can MetaWurks Do with Gmail?

Connected through Google's own sign-in, MetaWurks can search the mail you choose, pull attachments into a task and draft emails such as client document requests or overdue reminders. Drafts wait in MetaWurks for your approval and are sent through your Gmail only after you approve them.

Short answer · Updated
Once connected

What MetaWurks Can Do with Gmail†

What It Reads

  • Messages and threads you bring into a task
  • Attachments such as receipts, statements and signed forms
  • Who is waiting on a reply

What Agents Do

  • Drafts client document requests and reminders
  • Finds the receipt or statement a client already sent
  • Lists emails that need a reply in your daily briefing

What It Never Does

  • Sends an email without your approval
  • Shares one person's inbox with the whole firm
  • Stores your Google password

† Pending confirmation before launch: the exact read/write capabilities listed for each integration.

Try asking

Ask in Plain English.

Questions like these run against your own Gmail data. Every answer shows where it came from.

Find the 2025 brokerage statements Harbor & Pine emailed us.
Draft a friendly request for the 3 missing receipts.
Which client emails from this week still need a reply?
Setup

Connect Gmail in About a Minute.

  1. Open Integrations

    In your MetaWurks workspace, open Integrations and choose Gmail.

  2. Sign in on Gmail's Own Screen

    MetaWurks receives an encrypted access token. It never sees or stores your password.

  3. Ask or Run an Agent

    Ask a question or run an agent that uses Gmail. Disconnect anytime and the token is revoked.

FAQ

Gmail + MetaWurks: Your Questions.

How do I connect Gmail to MetaWurks?

Open Integrations in MetaWurks, choose Gmail and sign in on Google's own screen. MetaWurks receives an encrypted access token, never your password. It takes about a minute and needs no IT team.

Can I disconnect Gmail later?

Yes, anytime. Disconnecting Gmail revokes MetaWurks' access token, and agents stop reading it immediately.

Can MetaWurks send email without me?

No. Every email is a draft until you approve it. You can edit, approve or delete each one, and only then does it go out through Gmail.

Can my colleagues see my inbox?

No. Each person connects their own accounts, so one partner's inbox isn't the whole firm's inbox.

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Works with your current tools · Every answer cited · Drafts wait for your OK · Data never sold