INBOX
Your messages next to the files they concern.
Gmail and Outlook connect, the history comes across, and each record shows the exchanges that concern it.
Connecting a mailbox
Gmail and Outlook connect through delegated authorisation, and the tokens are encrypted at rest. The scope requested is a read scope: the platform reads your mailbox, it does not write to it.
The full history comes across, page by page, picking up where it stopped if the run is interrupted. After that the sync comes back around every two minutes. A shared mailbox can be connected too, on the Microsoft side.
The emails tab on a record
A view can carry an emails tab, by naming the fields of the record that hold an address. You open the file, you see the conversation: no searching the main inbox, no parallel tab, no copy and paste.
The match is computed at read time, on the address. There is no link to maintain, and nothing to repair when a message arrives: fix the address on the record and the exchanges follow.
Attachments and remote content
Attachments are known by their metadata, and their content is fetched from the provider when it is asked for, rather than copied into your workspace by default. An agent can drop one into the record's drive, where it becomes a document like any other.
The body of the message is sanitised before it reaches you: scripts, event handlers and unsafe URLs are stripped, and tracking pixels declared one by one are dropped. Remote images, on the other hand, still load from the sender's own server: opening a message can therefore tell them so, and the message is flagged as carrying remote content.
A reader, not a mail client
This has to be said plainly, because the distinction changes what you can expect: the platform reads your mail, it does not send any. No sending, no replying, no forwarding, no drafts, no trash and no archiving. Those gestures stay in your usual client.
Your agents follow the same rule. They search your exchanges, open a thread, summarise it, pull out what is needed to update a record. They do not answer on your behalf, and nothing is triggered automatically yet when a message arrives.
How it works
A client writes in to report a change of address. The message has to be findable from their record, without anyone retyping it.
You connect your Gmail or Outlook mailbox, read-only.
The history comes across page by page, then the sync returns every two minutes.
Every message is stored with its participants and its attachments.
The emails tab matches the addresses on the record against those on the messages.
You open the file and read the conversation without leaving the record.
An agent searches the exchanges, opens a thread and summarises it for you.
The other pieces of this chapter
Agentic drive
Every record carries its files, and your agents read them.
Document reading
Your PDFs and scans become readable text.
Bulk import
Exports, databases and archives become typed records.
Meetings
Recorded, transcribed, read back from the record.
Calendar
Your events next to your records, read-only.