Google Gmail Integration Guide

INTEGRATION GUIDE

Set Up Stackpack’s Gmail Integration

For Google Workspace Administrators

Last updated: July 21 2026  •  Setup time: ~5 minutes

Overview

Stackpack’s Google Gmail integration automatically identifies and captures vendor contracts, invoices, and receipts from your employees’ inboxes, eliminating the need for manual uploads or forwarding. Once enabled by a Google Workspace administrator, the integration runs entirely in the background with no action required from employees. Only emails determined to contain a relevant vendor document are ever collected; all other email content is immediately discarded.

What This Integration Does

• Automatically scans employee inboxes for vendor contracts, invoices, and receipts.

• Collects only documents identified as relevant vendor contracts, invoices, or receipts. No other email content is retained.

• Matches captured documents to the correct vendor records in Stackpack.

• Enables and greatly reduces the time that employees spend on document discovery.

• Gives admins full control of which users’ mailboxes should be scanned for documents.

• Operates with read-only access: Stackpack cannot send, delete, or modify emails

Prerequisites

Setup Steps

Step 1 — Authorize Stackpack in Google Workspace

Log in to your Google Workspace Admin Console (admin.google.com) with a Super Admin account, then navigate to:

Security → API Controls → Domain-wide Delegation

Click “Add new” next to API clients and enter the following details:

Click Authorize to save.

Step 2 — Connect in Stackpack

In the Stackpack admin portal, navigate to:

Company Settings → Agents

Click “Connect Gmail” on the Gmail connection. Stackpack will confirm that the domain-wide delegation is correctly configured.

Step 3 — Add users

In the Stackpack admin portal, navigate to:

Company Settings → Agents

Click “Settings” on the Contract Agent card. Add or remove users that should have their inboxes synced.

Step 4 — Confirm and Review Settings

Once connected, Stackpack will begin automatically scanning inboxes for vendor contracts, invoices, and receipts. No further action is required to find documents. Each user will be able to review and accept found documents.

How It Works

The integration is entirely automated. Here’s what happens when a new email arrives in a connected inbox:

1. Stackpack periodically queries the inbox for new messages.

2. Email headers are retrieved and analyzed to determine if the message is likely to be a vendor contract, invoice, or receipt.

3. If the message is not identified as a relevant vendor document, it is immediately discarded and the body and attachments are never accessed.

4. If the message is likely to contain a vendor contract, invoice, or receipt, the body and attachments are retrieved and processed.

5. The document is matched to the relevant vendor record in Stackpack if possible.

6. The document is then stored in Stackpack alongside the corresponding vendor record if applicable.

Admin Controls

Stackpack gives administrators full control over which inboxes are included in the integration and what types of emails are processed.

Opting Out Users or Departments

Individual employees can be included/excluded from the integration at any time. Navigate to:

Company Settings → Agents

Once a user is included, Stackpack will begin scanning their inbox. Once a user is excluded, Stackpack will never access that user’s inbox.

Revoking All Access

To fully disconnect the integration, navigate to Gmail integration settings in Stackpack and click “Disconnect.” You should also remove Stackpack’s domain-wide delegation entry in your Google Workspace Admin Console under Security → API Controls → Domain-wide Delegation.

Employee Experience

Employees only need to take minimal action to benefit from this integration. Vendor contracts, invoices, and receipts are automatically captured and matched in the background. Employees will see their documents already attached to the relevant vendor records in Stackpack. They will need to accept or reject the found documents to let Stackpack know if the document should be committed to the system.

Frequently Asked Questions

Can Stackpack read all emails in my organization?

Stackpack only processes inboxes for Stackpack users that are implicitly selected by an administrator of your organization that has administrative rights in their Google Workspace. Users themselves cannot add their own inbox, and are not involved in the process.

Even within those inboxes, the email body is only accessed when the subject line indicates the message is likely to contain a vendor contract, invoice, or receipt. Emails not identified as relevant vendor documents have their headers immediately discarded. Stackpack never accesses emails for users who are not active Stackpack users.

Does Stackpack store emails?

Stackpack stores only what is necessary. Email headers are temporarily stored during processing. Email bodies and attachments are only stored if the message is identified as a vendor contract, invoice, or receipt and is successfully matched to a vendor record. The Message-ID of processed emails is retained indefinitely to prevent duplicate processing. No other email content is ever stored.

What happens if an employee leaves the company?

When a user’s Stackpack account is deactivated, Stackpack will no longer attempt to access their inbox. Admins can also opt out departing employees proactively through the integration settings before deactivating their account.

Is this integration compliant with our privacy policies?

Stackpack’s Gmail integration uses Google’s official domain-wide delegation APIs and operates with read-only scope. For more information about data handling and compliance, refer to the Stackpack Gmail Integration Security Brief or contact your Stackpack account manager.

Can I limit which inboxes are included?

Yes. By default, only administrator-selected Stackpack user inboxes are ever accessed.

Support

If you encounter any issues during setup or have questions about how this integration works, please reach out to Stackpack support: