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Connecting Your Email (Gmail Or Outlook)

OAuth flow for Gmail and Outlook, what we sync, and how to disconnect.

Connecting your email lets outreach go from your real address and lets us detect when a client replies. Without it, you can't send IRD reports or renewal outreach.

What Connecting Your Email Does

What We Don't Do

Connecting

  1. Go to Settings.
  2. Find the Email card.
  3. Click Connect Gmail or Connect Outlook.
  4. You'll be redirected to Google or Microsoft to authorize.
  5. Approve the requested scopes (send-as and metadata for reply detection).
  6. You're returned to Settings with a green Connected state.

Reconnecting works the same way - just click the connect button again.

Disconnecting

In the Email card, click Disconnect. We stop sending and stop checking for replies. Anything that's already scheduled to go out in the next few hours may still send if it's been handed off to the queue.

What To Do Next

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