Gmail Lead Desk

Gmail Lead Desk — standalone sales/CS Gmail skill via the AISA gateway: OAuth connect, scan unread leads, summarize threads, draft template replies (default draft-only), archive with labels. Keywords: Gmail Lead Desk, Gmail, lead desk, sales, customer support, follow-up, unread, inquiry summary, draft reply, archive, OAuth, AISA, connected account, thread_id. Use when: the user needs this workflow's domain-specific automation or guidance.

AIsa@aisadocs

Install

openclaw skills install @aisadocs/gmail-lead-desk-aisa-one

Gmail Lead Desk (`gmail-lead-desk`) 📧

Gmail Lead Desk — standalone sales and customer-support Gmail workflows via the AISA gateway.

One skill: connect Gmail, run whitelisted tools, triage inbox, draft replies, archive deals — no other skill required.

Quick start

bash

export AISA_API_KEY="your-key"   # get at https://aisa.one

Pre-flight checks (do first, stop if fails):

AISA_API_KEY is set — if not, ask the user to set it before any API call.

user_id is known — use the Gmail address the user provides. If not yet known, ask: "What Gmail address should I use as your identity?"

Gmail is ACTIVE — run Workflow 0 if connected_account_id is missing or not ACTIVE.

Base URL: https://api.aisa.one
Auth: Authorization: Bearer $AISA_API_KEY
Windows: use curl.exe

OAuth and tools/execute: references/connect_and_execute.md

When to use

Connect or reconnect Gmail via OAuth
Scan unread leads needing follow-up
Summarize inquiry/support threads (CRM format)
Draft replies from sales templates (default: do not send)
Archive won deals with labels
User mentions: unanswered, follow-up, inquiry, quote, draft, archive, lead, connect Gmail

When NOT to use

Non-Gmail apps (Slack, GitHub, etc.) — out of scope
Proactive new-mail automation — not MVP; see references/workflows.md § Future
Bulk permanent delete, filter creation — disabled unless user explicitly requests

Intent → Workflow Quick Reference

User intent	Workflow	Reference
Connect Gmail / OAuth / authorize	0 Connect Gmail	`references/connect_and_execute.md`
Unanswered / follow-up / unread	A Unread lead scan	`references/workflows.md` § A
Summarize / summary / summarize thread	B Thread summary	`references/workflows.md` § B
Reply for me / draft reply / write email	C Draft (no send)	`references/workflows.md` § C
Confirm send / send now	C-send Send after confirm	`references/workflows.md` § C-send
Archive / deal closed	D Label and archive	`references/workflows.md` § D

Run Workflow 0 first if Gmail is not connected (ACTIVE connected_account_id).

Workflow 0 — Connect Gmail (summary)

GET /auth_configs?toolkit_slug=gmail → auth_config_id
GET /connected_accounts?toolkit_slugs=gmail&user_ids={user_id} — reuse ACTIVE if present
Else confirm, then POST /connected_accounts/link → user opens redirect_url
Poll every 3–5 s until status is ACTIVE; save connected_account_id
- Timeout after ~2 min (24 polls): stop polling, tell user "OAuth not completed — please try again or check the browser tab."
- DISCONNECTED / REVOKED: re-run from step 3.

Full steps: references/connect_and_execute.md

Core Workflows (summary)

A — Unread lead scan

Resolve connected_account_id (Workflow 0).
GMAIL_FETCH_EMAILS with sales default query — see workflows.md.
Table: Sender | Subject | Days waiting | thread_id | Suggested action.
Do not send at end of this workflow.

B — Thread summary (CRM-ready)

GMAIL_FETCH_MESSAGE_BY_THREAD_ID; sort by internalDate.
Fixed sections: customer, need, budget/timeline, next action, attachments (unverified when inferred).

C — Template draft (default: no send)

Load thread (B); confirm recipient, tone, quote/link.
GMAIL_REPLY_TO_THREAD or GMAIL_CREATE_EMAIL_DRAFT; empty subject when thread_id set.
Return draft_id + preview.

C-send — Send only on explicit request

User says send / confirm send / send now.
Show full To/Cc/subject/body; confirm; then GMAIL_SEND_DRAFT or GMAIL_SEND_EMAIL.

D — Archive and label

GMAIL_LIST_LABELS → Label_* IDs only.
GMAIL_CREATE_LABEL if needed (confirm).
Sample ≤5 messageIds + count → GMAIL_BATCH_MODIFY_MESSAGES.

Never guess tool_slug. Whitelist: references/tool_whitelist.md.

Safety

Action	Rule
Default after A/B/C	Draft only — no auto-send
OAuth link / create auth config	Confirm with user
Create draft	Confirm recipient and thread
Send	Explicit user request + show To/Cc
Batch label/archive	≤5 sample IDs + total count
Batch delete / filters	Refuse in MVP unless explicit cleanup request
Privacy	No uploading full mailbox externally; attachments need consent
Rate limits	Concurrency ≤10; backoff on 429

Gmail pitfalls: references/gmail_gotchas.md.

Reference routing

Need	File
API key, OAuth, execute	`references/connect_and_execute.md`
Sales workflows A–D	`references/workflows.md`
message_id, labels, drafts	`references/gmail_gotchas.md`
Allowed tool slugs	`references/tool_whitelist.md`

Lookup order: intent → Workflow 0 if needed → workflows.md → tool_whitelist.md → GET /tools/{tool_slug} → POST /tools/execute/{tool_slug}.

Troubleshooting

Symptom	Action
`AISA_API_KEY` not set	Ask user to run `export AISA_API_KEY="..."` before any API call
`user_id` unknown	Ask "What Gmail address should I use as your identity?"
No Gmail connection	Workflow 0 in `connect_and_execute.md`
OAuth poll timeout (>2 min)	Tell user to check browser tab; re-run Workflow 0 step 3
`Invalid id value`	See `gmail_gotchas.md`
Label not applied	Used display name — `GMAIL_LIST_LABELS` for `id`
New thread on reply	Subject set on draft — leave subject empty
`successful: false`	`connect_and_execute.md` §4 + re-fetch tool schema
Deprecated `GMAIL_LIST_MESSAGES`	Use `GMAIL_FETCH_EMAILS`