Gmail Plugin

Install the Greyball Gmail plugin to triage legal requests, generate contract drafts, and redline documents directly from your inbox. Bring legal workflows into Gmail with AI-powered automation.

Gmail Plugin

Bring Greyball’s AI directly into your inbox. With the Gmail plugin, you can review contracts, triage legal requests, and trigger workflows — all without leaving Gmail.

Whether you’re in Sales, Procurement, or Legal, the plugin turns email into a powerful legal command center.

✨ What You Can Do with the Gmail Plugin

  • Triage legal requests from any email
    Instantly classify incoming messages (e.g., NDA, procurement contract, legal question) and route them to the correct playbook or legal reviewer.
  • Generate contract drafts in one click
    Use AI to draft standard agreements (like NDAs or DPAs) directly from the body of an email — pre-filled with party names, terms, and other extracted data.
  • Redline documents in-line
    Receive a vendor MSA? Open the attachment, apply your company playbook, and let Greyball redline it for you — right from Gmail.
  • Loop in legal only when needed
    Greyball flags risk or missing info, so only escalates when human review is truly required. Legal stays in control, without bottlenecking workflows.
  • Track and sync
    Every action you take in the plugin is logged back into Greyball’s dashboard and stored securely in your document repository (e.g., Drive or SharePoint).

⚙️ How to Install

You can install the Greyball Gmail plugin directly from your Gmail account using Google’s official flow:

  1. In Gmail, click the “+” icon (right-side panel) to open the Google Workspace Marketplace.
  2. Search for “Greyball”.
  3. Click Install and follow the prompts.
  4. When asked, grant the necessary permissions to allow Greyball to access email content and attachments.
  5. Once installed, the Greyball sidebar will appear in Gmail when viewing emails.
Note: You must be signed in with a Google Workspace account to complete the installation. If your organization has restricted app installs, contact your IT admin to allow the Greyball plugin.

🧠 Behind the Scenes: How It Works

The plugin reads the email metadata and body content (with your permission), then uses Greyball’s AI models to:

  • Classify request type (e.g. contract, question, urgent)
  • Trigger the appropriate legal playbook
  • Extract key data (parties, dates, obligations)
  • Generate drafts, redlines, or summaries
  • Sync the thread with your central legal workspace

Your team can customize which playbooks are active and define fallback or escalation paths based on the request.

🛡️ Security & Privacy

  • The plugin only accesses the minimum necessary Gmail data to operate.
  • All data is encrypted in transit and at rest.
  • Nothing is stored locally on your device — all actions are synced securely to your Greyball workspace.

For more detail, see our Security & Privacy Policy.

✅ Best Practices

  • Pin the plugin sidebar in Gmail for quicker access
  • Configure playbook defaults by department (e.g., use Procurement MSA for vendor emails)
  • Educate business users to CC or forward legal requests to Greyball-powered flows
  • Use inline comments in redlines to maintain clarity when sending back externally

💬 Need Help?

If you’re having trouble installing or using the Gmail Plugin, contact us at support@greyball.ai.

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