Email Sending Expertise

When to Use This Skill

Load this skill when you need to:

• Send an email from Claude/AgentFlow (e.g. quotation PDFs, reports, notifications)
• Compose emails with file attachments
• Send as holly@gaininsight.global

Common triggers:

• Quotation skill needs to email a PDF to a recipient
• Any workflow that produces a document for external delivery

Quick Reference

Parameter	Value
Sender address	holly@gaininsight.global
Sender name	Holly (AgentFlow)
Service account	gmail-testing@gam-workspace-481110.iam.gserviceaccount.com
Credentials	Doppler: gi project, prd config, GMAIL_TESTING_SERVICE_ACCOUNT
Required scope	https://www.googleapis.com/auth/gmail.send
Impersonate user	holly@gaininsight.global
API	Gmail API v1
Server docs	/srv/docs/GMAIL_TESTING.md

---

Rules

1. Always send as holly@gaininsight.global. This is the authorised sender identity.
2. Get credentials from Doppler. Never hardcode or cache service account keys.
3. Clean up credential files. Delete temporary credential files after use.
4. Include a clear subject line. Recipients should know what the email contains.
5. Always confirm delivery to the user. Report success or failure.

---

Workflow: Send an Email with Attachment

When: You need to email a file (PDF, report, etc.) to a recipient.

Procedure:

Step 1: Get Credentials

sudo -u tmux-shared doppler secrets get GMAIL_TESTING_SERVICE_ACCOUNT --project gi --config prd --plain > /tmp/gmail-sa.json

Step 2: Send the Email

Use a Node.js script (googleapis is already installed, or install with npm install googleapis):

const { google } = require('googleapis');
const fs = require('fs');
const path = require('path');

async function sendEmail({ to, subject, body, attachmentPath }) {
  const credentials = JSON.parse(fs.readFileSync('/tmp/gmail-sa.json', 'utf8'));

  const auth = new google.auth.GoogleAuth({
    credentials,
    scopes: ['https://www.googleapis.com/auth/gmail.send'],
    clientOptions: {
      subject: 'holly@gaininsight.global'
    }
  });

  const gmail = google.gmail({ version: 'v1', auth });

  // Build MIME message
  const attachment = fs.readFileSync(attachmentPath);
  const encodedAttachment = attachment.toString('base64');
  const filename = path.basename(attachmentPath);

  const boundary = 'boundary_' + Date.now();
  const mimeMessage = [
    `From: Holly <holly@gaininsight.global>`,
    `To: ${to}`,
    `Subject: ${subject}`,
    `MIME-Version: 1.0`,
    `Content-Type: multipart/mixed; boundary="${boundary}"`,
    '',
    `--${boundary}`,
    'Content-Type: text/plain; charset="UTF-8"',
    '',
    body,
    '',
    `--${boundary}`,
    `Content-Type: application/pdf; name="${filename}"`,
    'Content-Transfer-Encoding: base64',
    `Content-Disposition: attachment; filename="${filename}"`,
    '',
    encodedAttachment,
    `--${boundary}--`
  ].join('\r\n');

  const encodedMessage = Buffer.from(mimeMessage)
    .toString('base64')
    .replace(/\+/g, '-')
    .replace(/\//g, '_')
    .replace(/=+$/, '');

  const res = await gmail.users.messages.send({
    userId: 'me',
    requestBody: { raw: encodedMessage }
  });

  return res.data;
}

Step 3: Clean Up

rm -f /tmp/gmail-sa.json

---

Workflow: Send a Plain Text Email

For emails without attachments, use a simpler MIME message:

const mimeMessage = [
  `From: Holly <holly@gaininsight.global>`,
  `To: ${to}`,
  `Subject: ${subject}`,
  'Content-Type: text/plain; charset="UTF-8"',
  '',
  body
].join('\r\n');

---

Integration Points

Quotation skill (af-generate-quotations):

• Sends generated PDF quotations to recipients
• Subject format: Quotation {REFERENCE} — {Project/Feature Name}

Communications (af-send-notifications):

• Zulip for team notifications, Gmail for external delivery
• Use Zulip for internal updates, email for client-facing documents

Server docs:

• Full Gmail API setup: /srv/docs/GMAIL_TESTING.md
• Google Workspace admin: /srv/docs/GAM.md

---

Common Pitfalls

1. Forgetting to impersonate. Must set subject: 'holly@gaininsight.global' in auth options — without this, the service account can't send.
2. Leaving credentials on disk. Always rm /tmp/gmail-sa.json after sending.
3. Large attachments. Gmail API has a ~25MB limit per message. For larger files, use a download link instead.
4. Missing googleapis package. Not installed globally. Create a temp directory and install: mkdir -p /tmp/email-test && cd /tmp/email-test && npm init -y && npm install googleapis. Run scripts from that directory.

---

Remember:

1. Send as holly@gaininsight.global via Gmail API service account
2. Credentials from Doppler — never hardcode
3. Clean up credential files after use
4. Confirm delivery success/failure to the user