What Google syncs

When you connect Google, KretaOS reads your Gmail and Google Calendar so client conversations land on the right client's page without anyone copying them in. It only looks for mail with people who are already in your book.

What comes in from Gmail

KretaOS searches your mailbox for each person in your book who has an email address, and brings in mail sent from or to that address.

• Only your clients' mail. A message is pulled in only when one of your contacts is on it. Personal mail, newsletters and mail with people who are not in KretaOS stay in Gmail.
• The first sync looks back. The first time a contact is synced, KretaOS brings in your recent mail with them, oldest first. After that it only fetches what is new.
• Each email becomes a touch. It appears on the client's timeline, counts as their last contact and feeds the relationship score.
• Memory is built from it. KretaOS reads what the client said and keeps the useful facts and promises. See What becomes memory.

If you add a new contact later, their mail with you is picked up on the next sync.

What comes in from Calendar

Your connection also covers Google Calendar:

• Your next two weeks of events show on the Calendar page, where you can also book a client meeting.
• A meeting you held with a client contact is logged on their timeline about an hour after it ends. See Meetings from your calendar.
• A Google Meet transcript is not read from your account. Upload the one Google emails you instead. See Google Meet transcripts.

Calendar invitations and replies that arrive as email (an invitation, "Accepted", "Declined") are kept on the client's Timeline, but they are not conversations: they do not appear as rows in the Inbox list or among the latest three touches on a client's Overview. The meeting itself is the row you see.

How often it syncs

KretaOS checks every connected mailbox on its own about every ten minutes, and looks for new mail from all your contacts each time. It also checks straight away when you open a conversation in the Inbox, so you never have to remember. If you want something in right now, open Settings › Channels and press Sync now on the Gmail card. It tells you how many new emails it found.

Good to know

• Each teammate connects their own Google account. Your sync covers your mailbox only. A teammate's client mail arrives when they connect theirs.
• Synced mail is private by default. It is seen by you and the teammates on the thread, not the whole team. See Who sees synced mail.
• Tick every box on Google's screen. Google lists each permission with its own tick box. If the one for reading your mail is left empty, nothing can sync, so KretaOS does not finish the connection and asks you to connect again.
• Connected for email only? Older connections may not include the calendar. The Gmail card says "Connected for email only" with a reconnect link. Reconnecting adds it.
• Nothing is deleted in Gmail. KretaOS reads; it never moves, labels or deletes your mail.