Add Email Account

The Add Email Account feature allows you to easily connect a new email service to the platform, whether it's Google Workspace, Microsoft, DFY, or a custom IMAP/SMTP provider. By adding a new account, you can manage all your email settings, schedules, and connection statuses directly from the platform’s central dashboard.

In this documentation, we’ll walk you through the steps to add an email account.

Let’s get started 🚀

Step 1: Log in to your account and click on the Accounts icon from the left-hand sidebar.

​Step 2: By default, you will be navigated to the Email Accounts tab. Here, you can view all connected email accounts.
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Step 3: Click on the Add New button located at the top right corner to connect your email account.

A modal window titled "Connect Your Account" will appear, allowing you to choose your preferred email service provider. Select the option that matches your email setup to proceed with the connection.
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Here are the available options:

For demonstration purposes, we have selected the Microsoft account option.

Step 4: After selecting your preferred email provider, you will be redirected to the sign-in page. Enter the email address associated with your account, then click Next to proceed.

Note: If you're already logged into the correct email, the platform will automatically skip the login process.

Step 5: Enter the password for your account and click Sign in to complete the authentication process and connect your email.

Step 6: Once signed in, you will be redirected back to the platform. Your newly added email account will appear in the Email Accounts tab with a Connected status, indicating successful integration.