Use Gmail intelligence responsibly

The integration searches recent and ongoing mail associated with known client contacts and domains. Candidate messages are evaluated for delivery value such as a request, commitment, completion, risk, decision, or material event.

• Useful client evidence is attached to the appropriate client workflow.
• Rejected candidates retain only opaque Gmail identifiers needed to avoid processing the same message again.
• Said & Done cannot send, edit, or delete messages in Gmail.
• Connecting Gmail does not publish any message to the client portal.

1. Add the client and its known contacts before connecting Gmail.
2. Open Integrations and authorize the read-only Gmail connection.
3. Run the initial sync and allow background processing to finish.
4. Review retained evidence in the client record and discard or correct anything inappropriate.

• Confirm the sender or recipient exists as a client contact or uses the client domain.
• Confirm the connection is active and has not been revoked by Google.
• Remember that routine or irrelevant mail is intentionally rejected.
• Allow time for the sync and analysis jobs to complete before reconnecting.

• Clients and contacts — Create the account structure that organizes evidence and delivery.
• Client updates — Generate, review, schedule, and deliver evidence-backed updates.
• Portal and sharing — Publish only approved material to invited client contacts.