Connecting
Settings → Google → Connect Google. Google asks for read-only access to Gmail and Calendar; you can leave either unticked and connect the other. The account you connect does not have to be the one you sign in with.Nothing from your account is copied to the instance. Every page and every tool asks
Google at the moment you open it, and disconnecting deletes the only thing held — the
token. The app cannot send, accept, archive or delete anything; the permission it asks
for does not allow it.
What shows where
- A contact — threads with their address, and meetings they are invited to.
- A company — everything from its website’s domain, plus everyone on file there. Set the website and the whole company matches, not only the people you have added.
- An application — the company’s domain plus the people attached to that application. The card sits under the timeline: the timeline is what you logged, the card is what happened.
- A resume — the mail behind every application it went out with, in the evidence panel’s “Sent to” tab.
- The pipeline calendar — meetings with anyone on the pipeline appear alongside your
follow-ups and tasks, and
list_schedulereturns them the same way.
What to say
- “Where am I with the Acme application? Read the thread, don’t guess.” —
list_correspondence, thenget_email_thread. - “Did any rejections come in this week?” —
search_email. - “What interviews do I have next week?” —
search_calendar, orlist_schedulefor the whole week including follow-ups. - “Go through my inbox and bring the pipeline up to date.” — the
inbox_reviewworkflow: it reads every open application’s mail, tells you what moved, and proposes thelog_activityandmove_application_stagecalls for you to approve one by one. It never writes without a yes.