Gmail and Mercury
Start a workflow in one and act in the other, with every step on the record. Ask your AI for it, or build it yourself.
- Gmail steps
- 15
- Mercury steps
- 60
Ideas for Gmail and Mercury
Each one is a real trigger and action. Ask your AI for any of them, in your own words, and it builds the workflow.
- When
Gmail New EmailThenUpdate Mercury transaction
- When
New Mercury transactionThen
Create reply message - When
Gmail New EmailThenAttach file to Mercury transaction
- When
New Mercury transactionThen
Create draft - When
Gmail New EmailThenIssue Mercury virtual card
- When
New Mercury transactionThen
Send message
What each app adds
Gmail
Triggers
- Gmail New EmailTriggers when a new email arrives in your Gmail inbox
Actions
- List emailsList emails matching filters and return message details.
- Get message headersGet the header details of a Gmail message, such as From, To, Subject, and Date.
- Create reply messageCreate a reply message in a thread.
- Create draftCreate an email draft in Gmail.
- Send messageSend an email message or reply to a thread.
- Add label to messageAdd a label to a Gmail message.
Mercury
Triggers
- New Mercury transactionRuns when a new transaction appears in Mercury. Optionally limit it to a single account.
Actions
- List Mercury accountsList every Mercury account - checking, savings and treasury - with current and available balances.
- Get Mercury accountGet one Mercury account's details and current balances.
- List Mercury transactionsList transactions across every account, with filters for account, card, status, category, free-text search and date range. This is the main way to pull Mercury activity into a workflow.
- Get Mercury transactionGet one transaction in full, including attachments, merchant details and any accounting-software GL allocations.
- Update Mercury transactionSet or clear a transaction's internal note and custom category. Leave a field empty to clear it.
- Attach file to Mercury transactionUpload a receipt or supporting document to a transaction. Accepts a file upload or a document produced by an earlier step.
How to connect Gmail and Mercury
Connect your AI
Add Lodol to Claude, ChatGPT, Cursor or any MCP tool in one step, or open the editor.
Connect Gmail and Mercury
Sign in to each once in your workspace. Their keys are encrypted and used by name.
Describe it, then turn it on
Say what should happen, and when. Try a run, then turn it on; every run is traced.
Questions about Gmail and Mercury
Yes. Connect each app once in your Lodol workspace and any workflow can use both: 14 actions and 1 trigger in Gmail, and 59 actions and 1 trigger in Mercury.
Ask Claude, ChatGPT, Cursor or any AI tool connected to Lodol, in your own words, and it builds the workflow in your workspace. Or add the steps yourself in the visual editor, or start from one of the 1 template that already use both.
Free includes 100 runs a month. Builder starts at $18 a month for 2,500 runs and Pro at $120 for 10,000, and every plan has unlimited seats. A run counts once, however many steps it takes.
Connect Gmail and Mercury.
Ask your AI for the workflow. Lodol runs it and tells you if anything breaks.
Free plan, no credit card