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KretaOS 101

Connect Google

Sync your Gmail and Calendar so client mail and meetings land on the right client pages by themselves.

Updated 29 Oct 2026

Connect Google after your clients are in the book. Once it is on, email with those clients appears on their timelines, you can send from your own address, and the meetings you hold with clients are logged for you.

Connect in four steps

  1. Open Settings › Channels. (On a brand-new workspace, the second step on Home takes you there too.)
  2. On the Gmail card, press Connect Google.
  3. Google asks you to choose an account and allow KretaOS to read and send mail and see your calendar. Allow it.
  4. You come back to Channels with Mailbox connected, and KretaOS starts pulling in recent mail with the people in your book. It lands on each client's timeline over the next few minutes; a large book can take an hour or more to fill in. If nobody in your book has an email address yet, nothing comes in until you add them.

The Gmail card now shows your address, Connected, and when it last synced.

What happens next

  • Only your clients' mail comes in. KretaOS looks for mail with the people already in your book. Personal mail and newsletters stay in Gmail. So add your clients and their email addresses too; see Bring your clients in.
  • It keeps syncing by itself. You do not need to press anything again. Sync now is there when you want something in this minute.
  • Memory builds from it. Facts and promises from each email are added to the client's memory. See What becomes memory.
  • Meetings are logged. A meeting you held with a client contact appears on their timeline about an hour after it ends.

Full details are in What Google syncs.

Who sees your mail

Mail synced from your inbox is private by default: you and the teammates who were on the thread can read it, not the whole team. Activity numbers such as "last contact" are shared, so the team still knows a client is being looked after. See Who sees synced mail.

Good to know

  • Everyone connects their own account. Your connection covers your mailbox only. Invite teammates and ask each one to connect.
  • Disconnect any time from the same card. See Disconnect Google.
  • Viewers cannot connect Google. Their card shows View-only access.
  • Needs attention on the card means the last sync failed, usually because Google access expired. Press Reconnect on the card.

Related

  • What Google syncs — Which emails and calendar events KretaOS brings in from your Google account, how often, and what it leaves alone.
  • Who sees synced mail — Mail and meetings synced from your Google account are private to the people on them. Notes, calls and meetings you log are shared.
  • If Google blocks the connection — While Google finishes verifying KretaOS's Gmail access, each address must be enabled first. What you see and what to do.
  • Disconnect Google — Stop syncing your Gmail and Calendar into KretaOS. Access is revoked at Google at once; what already synced stays on the timelines.
  • Connect Google — Connect your Gmail and Calendar once, so client mail and meetings reach the right client pages by themselves.
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