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:
- In Gmail, click the “+” icon (right-side panel) to open the Google Workspace Marketplace.
- Search for “Greyball”.
- Click Install and follow the prompts.
- When asked, grant the necessary permissions to allow Greyball to access email content and attachments.
- 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.