Find your address
Open Integrations in the dashboard and choose Email. Your address sits at the top of the page and looks like[email protected].
Press Copy rather than typing it out. An address with one character wrong
fails quietly, and you find out days later as mail that never turned up.
The random part on the end is deliberate. Without it, anyone who knew your
organisation name could guess the address and aim their own mail at your
automations.
Everyone in an organisation shares one address. Working outside an organisation,
you get your own.
Under the address is either “Nothing has arrived here yet” or the time the last
message landed. That one line is the quickest way to tell whether forwarding is
actually working.
Set up forwarding
The steps below are Gmail’s, because Gmail is the fussiest. It makes you prove you own the address before it will send anything there. Any provider that can forward to an outside address works the same way.1
Add the address in Gmail
In Gmail, open Settings, then Forwarding and POP/IMAP, then Add a
forwarding address. Paste your address and continue.
2
Approve the request here
Gmail sends a confirmation to that address, so it arrives with us and never
in an inbox you can open. This catches everyone out, because Gmail tells you
to go and read the email.Come back to Integrations → Email, open the Requests tab, and press
Check for requests. It usually shows up within a few seconds. Read the
mailbox named on the request, make sure it is yours, then press Approve.
3
Turn forwarding on
Back in Gmail, choose Forward a copy of incoming mail to, pick the
address, and save.Approving does not switch forwarding on. It only tells Gmail it is allowed
to. Mail starts arriving once you finish this last step.
When we cannot confirm it for you
Approving normally finishes the confirmation with Google on your behalf. When that fails, the request stays on the page marked Not confirmed and gives you a link to Google’s own confirmation page. Open it and finish it there. Older Gmail confirmations carried a short code instead of a link. If the request shows a code, paste that code into Gmail’s forwarding settings and you are done.Other providers
None of this is Gmail specific. Anything that can forward to an outside address can forward here, and any confirmation it sends turns up under the same Requests tab. Outlook and iCloud ask for no confirmation at all, so with those you just set forwarding and mail starts arriving. For a provider we have not seen before, the request still appears, marked as a guess from the wording. Those messages are handed to your automations as well, because we would rather show you an extra card than quietly swallow a real email.Approve carefully
Anyone who learns your address can point their own mail at it. That is why nothing forwards until somebody signs in and approves it. Before you press Approve, read the mailbox on the request. If you did not just set that address up in Gmail yourself, press Reject. Approving would run a stranger’s mail through your workspaces.Turning it off
Remove the forwarding address at your provider and mail stops. No provider tells us when that happens. There is no notification for it. This is why the page shows you requests and the decision you made on each, and does not show a list of “connected” mailboxes. A list like that could only ever describe the last thing we heard, while reading as a statement about right now. A request is a record of something that happened, so it never goes stale. Where we do have evidence, you get it: forwarded mail names the mailbox it came from, so an approved request tells you when mail last came down that forward. Rejecting a request you have not approved does tell the provider no, where its email gave us a way to say so. And nothing forwards without approval in the first place, so a request you simply ignore is already refused.Ask for the automation
This address is the one mail capability that is always available, so the agent can build on it without asking you to connect anything. It can:- Read what has arrived, including mail from before the automation existed.
- Send from the address, so replies come back to the same mailbox.
- Reply in the thread, so the person you answer sees one conversation rather than a second one alongside it.
- Handle attachments both ways. It fetches a file that arrived when the job needs the contents, and attaches files to what it sends, up to 10MB a message.
- React to each new message as it lands.
Watch this address for invoices and pull out the amounts.
Email the customer a confirmation when a form comes in.If you have also connected Google, say which mailbox you mean:
Use my desert address for this, not my Gmail account.What your automation sees is the same either way: sender, recipients, subject, body, arrival time, and a list of attachment names. The limits are the same too.
If mail is not arriving
Work down this list in order. The first two causes account for almost all of it.1
Check the line under your address
“Nothing has arrived here yet” means no message has ever reached the
address, so the problem is at your provider and not in your automation.
2
Finish the last step at your provider
Approving only grants permission. If you never went back to Gmail and picked
the address under Forward a copy of incoming mail to, nothing forwards.
When we spot an approved request that has stayed silent, the page says so at
the top.
3
Look for a lapsed request
A request still waiting after a day is marked as possibly lapsed. Add the
address again at your provider and a fresh request arrives.
4
Ask the agent whether the workspace is listening
Mail reaching the address is one half. The workspace also has to be
subscribed to it, and the agent sets that up.
Check this workspace is subscribed to my desert address.
Worth knowing
- Forward only what you need. Set a Gmail filter that forwards the senders the job cares about, and the rest of your mail never leaves your inbox.
- Each message arrives once. Duplicates are handled for you.
- Forwarding one mailbox both ways is a duplicate. If you have connected Google and forward the same mailbox here, every message reaches us twice. An automation listens to one of these, never both, so nothing is processed twice, but there is no reason to run both.
- Mail can land late. If your workspace was asleep, expect a 10 to 60 second delay while it wakes up.