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Setting Up Shared Inboxes for Sterling - Google Workspace

This guide covers setting up a Google Workspace delegated mailbox and connecting it to Sterling.

Written by Ludwig Wendzich
Updated today

What is Delegated Access?

In Google Workspace, delegated access means a user can open and manage another mailbox from their own account.

In practice:

  • You create a dedicated inbox user, like [email protected].

  • You grant one or more people access to it using Gmail delegation.

  • Those delegated users can read and send mail for that inbox.

Sterling connects via OAuth, and will follow your configured Email Handling rules when working in that inbox.

Before you start

  • Confirm you have Google Admin access.

  • Confirm you are using a dedicated mailbox user (for example, [email protected]).

  • Confirm whether your organisation uses a mailbox user or a Google Group inbox. This guide is for a mailbox user with delegation.

Minimum access

Connect one inbox at a time. Sterling only processes the mailbox it connects to.

Email flow diagram



1. Google Workspace: Delegated Mailbox ([email protected])

1.1 Create the Shared Inbox User

  1. Go to Google Admin Console: https://admin.google.com

  2. Navigate to Directory → Users

  3. Click Add new user

  4. Enter:

  5. Assign a Workspace license

  6. Log into Gmail as accounts@ once to activate the mailbox

📘 Google Help:


1.2 Enable Mail Delegation in Admin Console

  1. Go to Apps → Google Workspace → Gmail → User settings

  2. To apply the setting to a department or team, select an organizational unit

  3. Scroll to Mail Delegation

  4. Turn on:

    ✔ Allow users to delegate access to their mailbox

  5. Save

📘 Google Help:


2. Sterling Setup: Enable the Communications Skill

2.1 Navigate to Skills

  1. Log in to Sterling

  2. Go to Skills → Communications

  3. Select Google Workspace


2.2 Enable the Provider

  1. Click Enable

  2. The Email Handling configuration panel will appear


2.3 Configure Email Handling Instructions

Fill in the instructions that tell Sterling what to do with emails at each stage of a task.

Start of Task (examples)

  • Move the email into an “In Progress” label

  • Mark the email as read

  • Send a reply acknowledging the email is being handled

End of Task (examples)

  • Move processed email to “Completed”

  • Add labels for record-keeping

  • Notify the vendor or requester

Sterling will use these rules to manage the mailbox automatically.


3. Connect the Mail Account (OAuth)

3.1 Google Workspace

  1. Click Add Account

  2. Sign in using the inbox: [email protected]

  3. Approve Gmail permissions

  4. Sterling will sync:

    • Unread emails in the Inbox from the time of connection

  5. Emails will be handled according to your Email Handling rules

📘 Google Help:


Troubleshooting

  • OAuth connected, but no emails appear: Check whether new messages are landing in Inbox (not auto-archived), and confirm any existing filters are not skipping Inbox.

  • Delegation does not work for some users: Confirm mail delegation is enabled for the correct organizational unit.

  • Expected scope confusion: Sterling will only act on the mailbox that was connected and authorised.


✅ Final Outcome

You now have:

  • A delegated inbox user (accounts@)

  • Mail delegation enabled

  • Sterling syncing unread Gmail inbox messages via OAuth

Sterling will follow your configured Email Handling behaviour during task execution.

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