Connect Gmail or Microsoft 365

Authorize read-only import for a selected label or folder.

Email & automation · Company admin

How it works

Open Operations → Automations → Email connections. Check whether your provider is configured.
Choose Google Workspace/Gmail or Microsoft 365/Outlook, the start date, and the label or folder identifier. Limit import to a dedicated insurance-processing folder where practical.
Confirm read-only import. Separately opt into AI analysis when your organization has approved that processing.
Complete the provider’s authorization with the correct mailbox. The portal stores encrypted offline credentials, never your email password.
Monitor last successful sync and errors. Pause processing or disconnect from the same page; disconnect removes the saved credential.

What to check

The deployment owner must first register the OAuth apps and encryption key. Configured status is not proof that the brokerage authorized a mailbox or that a live end-to-end import passed.

Gmail and Microsoft 365 are direct connectors. Other providers can forward to configured inbound addresses or export EML/MSG for upload; universal IMAP/Exchange support is not claimed.