Connect Google

Why it matters

Most of what happens with a client happens in your inbox. Until KretaOS can see that mail, every touch has to be typed in by hand. Connecting Google turns your existing email with the people in your book into client history with no typing at all.

Each teammate connects their own Google account. An admin cannot do it for you, because it is your inbox and your calendar.

What connecting does

When you connect, KretaOS asks Google for permission to read and send mail and to read your calendar. After that:

• Mail you send to and receive from your clients' people lands on that client's Timeline, on its own.
• When you send from KretaOS, the message goes out from your real address, so the client sees you, not a robot.
• Your calendar shows up on the Calendar page, and today's client meetings appear on Home.
• Meetings with a client contact can be logged on the client's page once they are over.

KretaOS files mail by matching addresses to the people you have in KretaOS. Mail with people it does not know stays out of your book. That is why you brought your clients in first.

Who can see your synced mail

Mail that comes in from your inbox is private by default. A synced email is seen by you and by the teammates who were on the thread — not by the whole team, and not by admins just because they are admins. KretaOS sets this rule for your workspace by agreement; to learn which one yours uses, ask your admin. See Who sees synced mail.

What you log on purpose — a call note, a meeting you type up, a WhatsApp you paste in — is shared with the team. (A recorded meeting is different: by default only the person who recorded it can open its words, while what KretaOS learns from it is shared.) The line is simple: what arrives by itself from your personal inbox stays with the people on it; what you choose to log belongs to the shared book.

After you connect

You come back to Settings › Channels with a green Connected badge. 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), and after that it keeps syncing by itself. Sync now is there when you want something in this minute. The line under Gmail shows your address and when it last synced.

If the badge ever says Needs attention, the connection has expired. Press Connect Google again to reconnect. You can also Disconnect at any time from the same card; nothing already filed is removed.

Try it

1. Open Settings › Channels.
2. On the Gmail card, press Connect Google and pick your work account.
3. Allow access on Google's screen. Back on Channels, recent mail with the people in your book starts coming in by itself.
4. Open a client you have emailed recently and look at its Timeline.