T1U

8+ Features • Intelligent Email Management

Email+ Complete Guide

Smart Email Management with AI

Unified email management with Gmail integration, AI email composition, smart categorization, automatic lead detection, analytics, template management, and multi-provider support (IMAP/SMTP).

Core Email+ Features

Gmail Integration

Full Gmail API integration with real-time sync. Bi-directional email sync, send emails from T1U, and automatic threading.

Gmail OAuth authentication

Real-time bi-directional sync

Send emails from T1U

Email threading & conversations

Attachment handling

Label sync

AI Email Composition

Context-aware email drafting with GPT-5. AI analyzes recipient data, suggests tone/content, and generates professional emails instantly.

Context-aware drafting (GPT-5)

Recipient scoring & insights

Tone suggestions (formal/casual)

Email templates with AI merge

Reply suggestions

Personalization at scale

Smart Categorization

AI-powered automatic email sorting and prioritization. Important emails highlighted, spam filtered, and auto-folders created.

AI-powered categorization

Priority inbox (important first)

Spam filtering (ML-based)

Auto-folder creation

Custom filter rules

Category management

Lead Detection

Automatic identification of potential leads from email content. AI extracts contact info and creates CRM leads automatically.

AI lead identification

Contact info extraction

Auto-create CRM leads

Email→Lead linking

Lead scoring from emails

Follow-up suggestions

Email Analytics

Track engagement metrics: open rates, click rates, response times, and sender patterns. Optimize communication effectiveness.

Open rate tracking

Click tracking (links)

Response time analytics

Sender pattern analysis

Engagement scoring

Email performance reports

Template Management

Reusable email templates with personalization variables, AI-powered suggestions, and team template sharing.

Template library

Variable placeholders {{name}}

AI template suggestions

Team template sharing

Template categories

Version control

Multi-Provider Support

Beyond Gmail: connect any email provider via IMAP/SMTP. Outlook, Yahoo, ProtonMail, custom domains all supported.

IMAP/SMTP support

Outlook integration

Custom domain emails

Multiple accounts

Unified inbox

Provider auto-detection

Bulk Operations

Mass email operations: send to multiple recipients, bulk archive/delete, batch labeling, and campaign management.

Bulk send (campaign mode)

Mass archive/delete/label

Batch unsubscribe

Email sequences

A/B testing

Campaign analytics

Technical Architecture

Email+ System Design

Frontend Architecture

React Components
  • • EmailInbox.tsx (main view)
  • • EmailComposer.tsx (AI-powered)
  • • EmailThread.tsx (conversations)
  • • EmailFilters.tsx (sidebar)
  • • GmailAuthModal.tsx (OAuth)
  • • TemplateManager.tsx (library)
  • • CampaignBuilder.tsx (bulk)
State Management
  • • React Query for email data
  • • WebSocket for real-time sync
  • • Local cache (IndexedDB)
  • • Optimistic UI updates
  • • Background sync queue
  • • Zustand for UI state

Backend Services

Express.js backend with specialized services: GmailService (OAuth + API), EmailSyncService (background sync), AIEmailService (GPT-5 composition), LeadDetectionService (AI pipeline), TemplateService (management), CampaignService (bulk operations).

// Backend Services Structure

dataneobackend/src/services/

├── email/

│ ├── GmailService.ts (Gmail API)

│ ├── EmailSyncService.ts (background sync)

│ ├── AIEmailService.ts (GPT-5 composition)

│ ├── LeadDetectionService.ts (AI extraction)

│ ├── TemplateService.ts (templates)

│ └── CampaignService.ts (bulk sending)

└── workers/

└── EmailSyncWorker.ts (BullMQ job)

Database Schema

email_accounts

id, company_id, user_id, provider (gmail/outlook/imap), oauth_tokens, settings, last_sync_at

Connected email accounts

emails

id, account_id, gmail_message_id, subject, from, to, cc, bcc, body_html, body_text, thread_id, labels, is_read, received_at

Email messages

email_attachments

id, email_id, filename, mime_type, size, storage_path, drive_file_id (optional link)

File attachments

email_templates

id, company_id, name, subject, body, variables (JSON), category, created_by, is_shared

Reusable templates

email_campaigns

id, company_id, name, template_id, recipients (JSON), status, sent_count, open_rate, click_rate, created_at

Bulk campaigns

email_tracking

id, email_id, opened_at, clicked_at, recipient_email, user_agent, ip_address

Engagement tracking

AI Email Composition

GPT-5 Powered Email Generation

How AI Composition Works

Type simple instructions like "write follow-up email about yesterday's call" → AI fetches recipient context from CRM, analyzes previous email thread, generates professional email with appropriate tone, suggests subject line, and provides 3 alternative versions.

User Intent

→

Context Fetch

→

GPT-5 Process

→

Email Draft

  • Fetches recipient data from CRM (name, company, deal stage, last interaction)

  • Analyzes previous email thread for context (up to 10 messages)

  • Determines appropriate tone (formal/casual/friendly) based on relationship

  • Generates subject line, body, and closing signature

  • Provides 3 alternative versions (short/medium/detailed)

  • Suggests follow-up actions and calendar invite options

  • Personalizes with merge variables from CRM

  • Checks grammar, spelling, and professionalism score

Example AI Compositions

User Intent:

"follow up on proposal sent last week"

Context:

Recipient: John Smith (CTO at TechCorp), Deal: $50k software license, Last email: Proposal sent 7 days ago

Generated Email:

Subject: Checking in on Software License Proposal Hi John, I hope this email finds you well. I wanted to follow up on the software license proposal I sent over last week. I'm curious if you and your team have had a chance to review the details. I'm happy to schedule a quick call to address any questions or walk through the implementation timeline. Would Thursday at 2 PM work for you? Looking forward to hearing from you. Best regards

User Intent:

"thank customer for purchase"

Context:

Recipient: Sarah Johnson, Purchase: T1U Team plan (yearly), Date: Today

Generated Email:

Subject: Welcome to T1U! 🎉 Hi Sarah, Thank you for choosing the T1U Team plan! We're thrilled to have you on board. Your account is now active. I've scheduled an onboarding call for tomorrow at 10 AM to help you get started. In the meantime, check out our quick-start guide: [link] If you need anything, I'm just an email away. Welcome to the team! Best

Tone & Style Options

Formal

C-level executives, legal, government

"I am writing to inquire..."

Professional

Business partners, clients

"I wanted to reach out..."

Friendly

Colleagues, warm relationships

"Hey! Hope you're doing well..."

Casual

Internal team, startups

"Quick question..."

Persuasive

Sales, proposals

"Imagine if your team could..."

Concise

Busy executives

"3 key points: ..."

Email+ FAQs

Can I use my own email domain?

Yes! Connect custom domains via IMAP/SMTP. Email+ supports Gmail, Outlook, Yahoo, ProtonMail, and any provider with IMAP/SMTP access. Unlimited email addresses per domain. Configure custom SMTP settings for full control.

How does AI email composition work?

AI analyzes recipient from CRM (if available), understands email context, and generates contextually appropriate emails using GPT-5. Suggests tone (formal/casual), provides reply options, and personalizes content based on relationship. Generates 3 alternative versions (short/medium/detailed).

What is automatic lead detection?

AI scans incoming emails for potential leads using 20+ keywords (pricing, demo, trial, quote). Extracts contact information (name, email, company, phone), identifies sales opportunities with 0-100 scoring algorithm, and automatically creates CRM leads. You review and approve before adding to pipeline.

Can Email+ handle email campaigns?

Yes! Bulk email sending up to 10,000 recipients with personalization variables, A/B testing (subject lines), email sequences (drip campaigns with delays), tracking (opens/clicks), bounce handling, and unsubscribe management. Full campaign analytics dashboard with engagement heatmaps.

Is Email+ secure for confidential communications?

Yes. End-to-end encryption (TLS 1.3), encrypted token storage (AES-256), OAuth 2.0 for Gmail (no password storage), company data isolation (RLS), 2FA support, audit logs (7-year retention). GDPR, HIPAA, CAN-SPAM, and CCPA compliant.

How does real-time sync work?

Background worker (BullMQ) runs every 2 minutes using Gmail historyId for incremental sync. WebSocket pushes updates to frontend instantly. Full sync on first connection. Offline mode with IndexedDB cache. Handles up to 100,000 emails efficiently.

Can I send emails from multiple accounts?

Yes! Connect unlimited Gmail/Outlook/IMAP accounts per company. Unified inbox view or separate account tabs. Switch between accounts seamlessly. Each account has independent sync queue and rate limits.

What email templates are available?

88 pre-built templates across 4 categories: Sales (25), Support (18), Marketing (30), Internal (15). All templates customizable with variables ({{name}}, {{company}}). Share templates across team. Version control and usage analytics included.

How does email tracking work?

Invisible tracking pixel for opens. Link rewriting for click tracking. Tracks: open count, first open time, click count, geographic location, device/browser. Real-time notifications. Privacy-respecting (can be disabled). GDPR compliant (no personal data stored).

Can I integrate Email+ with other T1U modules?

Yes! Deep integration with CRM+ (link emails to leads/deals), Support+ (ticket creation), Drive+ (attachment storage), Finance+ (invoice email detection). Email history visible in all linked module records. Cross-module search and filtering.

Gmail Integration

OAuth 2.0 & Gmail API

OAuth Authentication Flow

Secure OAuth 2.0 flow - no password storage. Click "Connect Gmail" → Google authorization page → select account → grant permissions (read/send emails) → redirect back with auth code → exchange for access + refresh tokens → store encrypted tokens → auto-refresh before expiry.

1

1. User clicks "Connect Gmail" button

2

2. Redirect to Google OAuth consent screen

3

3. User selects Gmail account & grants permissions

4

4. Google redirects back with authorization code

5

5. Backend exchanges code for access + refresh tokens

6

6. Tokens encrypted and stored in database

7

7. Access token auto-refreshes every 50 minutes

8

8. Background sync starts immediately

Gmail API Features

Read Operations
  • • Fetch inbox (paginated, 100/page)
  • • Get email by ID (full headers + body)
  • • Search with Gmail query syntax
  • • List labels & categories
  • • Download attachments (streaming)
  • • Thread conversations
Write Operations
  • • Send email (plain text / HTML)
  • • Reply to thread (preserves conversation)
  • • Forward email
  • • Add/remove labels
  • • Mark read/unread
  • • Trash/delete/archive

Sync Mechanism

Background worker (BullMQ) runs every 2 minutes. Uses Gmail's `historyId` to fetch only changes since last sync (incremental sync). Full sync on first connection. WebSocket pushes updates to frontend in real-time. Offline-capable with IndexedDB cache.

  • Incremental sync every 2 minutes (historyId-based)

  • Full sync on first connection (fetches all emails)

  • WebSocket real-time push to frontend

  • Optimistic UI updates (instant feedback)

  • Offline mode with local cache (IndexedDB)

  • Sync queue for offline actions (send/archive)

  • Conflict resolution (server wins)

  • Attachment lazy loading (on-demand)

Email Campaign Management

Bulk Email & Sequences

Campaign Builder

Visual campaign builder: select template → choose recipients (CRM filter or CSV import) → personalize variables → schedule send → track engagement. Supports up to 10,000 recipients per campaign with rate limiting (100 emails/minute).

Campaign Features
  • • Visual drag-drop builder
  • • Template selection from library
  • • Recipient list (CRM/CSV/manual)
  • • Personalization variables
  • • A/B testing (subject lines)
  • • Schedule or send immediately
Tracking & Analytics
  • • Open rate tracking (pixel)
  • • Click tracking (link rewriting)
  • • Bounce & unsubscribe handling
  • • Real-time delivery status
  • • Engagement heatmap
  • • Export campaign report (CSV)

Email Sequences (Drip Campaigns)

Automated email sequences with delays: Email 1 (immediate) → wait 3 days → Email 2 (follow-up) → wait 7 days → Email 3 (final reminder). Conditional logic (stop if recipient replies/opens). Perfect for onboarding, nurture, re-engagement campaigns.

Example Sequence: Product Demo Follow-up

Day 0

Thank you email after demo + resources link

Day 3

Follow-up: "Any questions?" + book another call CTA

Day 7

Case study + customer testimonial

Day 14

Final reminder + limited-time offer

  • Up to 10 emails per sequence

  • Delays: 1 day to 30 days

  • Conditional stops (if replied, if opened)

  • Pause/resume for individual recipients

  • Analytics per step (completion rates)

Rate Limiting & Deliverability

Smart rate limiting to avoid spam filters. Gmail: 100 emails/min, 500/hour, 2000/day per account. Automatic retry on temporary failures. SPF/DKIM/DMARC validation. Unsubscribe link auto-added (GDPR/CAN-SPAM compliant).

Gmail Limits
  • • 100 emails per minute
  • • 500 emails per hour
  • • 2,000 emails per day
  • • Auto-spread across hours
Deliverability
  • • SPF/DKIM validation
  • • DMARC compliance
  • • Unsubscribe link (auto)
  • • Bounce handling

Lead Detection System

AI-Powered Lead Extraction

How Lead Detection Works

AI scans incoming emails for indicators of sales opportunities. Detects inquiries (pricing, demo requests), extracts contact info (name, email, company, phone), analyzes sender domain for company identification, scores lead quality (1-100), and creates draft CRM lead for your review.

  • Scans all incoming emails in real-time

  • Detects sales keywords (pricing, demo, trial, quote, interested)

  • Extracts contact information (name, email, company, phone)

  • Company identification via domain lookup (clearbit API)

  • Lead quality scoring (1-100 based on engagement)

  • Creates draft CRM lead with all extracted data

  • Notifies sales team via Slack/email

  • Links email to CRM lead (bi-directional)

Lead Scoring Algorithm

Company Size (+30 pts)

  • • Enterprise (500+ employees): +30
  • • Mid-market (50-500): +20
  • • Small (10-50): +10
  • • Startup (<10): +5

Intent Keywords (+25 pts)

  • • "demo", "trial": +25
  • • "pricing", "quote": +20
  • • "interested": +15
  • • "learn more": +10

Email Quality (+20 pts)

  • • Corporate email: +20
  • • Personal email: +5
  • • Free email (gmail): +2

Engagement (+25 pts)

  • • Detailed inquiry: +25
  • • Previous interaction: +15
  • • Short message: +10

Total score: 0-100. Hot leads (80+), Warm (50-79), Cold (20-49), Spam (<20).

CRM Integration

Detected leads automatically sync to CRM+ module. Email thread linked to lead record. All future emails with contact automatically associated. Sales team gets notification. Lead can be converted to deal with one click.

  • Auto-create CRM+ lead record

  • Link email thread to lead

  • Future emails auto-associated

  • Slack/email notification to sales team

  • Deduplicate existing contacts

  • Lead-to-deal conversion (1-click)

  • Full email history visible in CRM

Performance & Monitoring

System Performance Metrics

Sync Latency

<2s

Email delivery to UI

Send Speed

<1s

Average email send

Search Response

<100ms

Full-text search

AI Composition

2-5s

Email generation

Uptime SLA

99.9%

Service availability

Max Threads

Unlimited

Email storage

Attachments

25MB each

Gmail limit

Campaign Size

10,000

Recipients per send

Daily Limit

2,000

Emails per account

Monitoring
  • • Real-time error tracking (Sentry)
  • • Performance monitoring (DataDog)
  • • Gmail API quota tracking
  • • Failed send alerts (email)
  • • OAuth expiry warnings
  • • Weekly health reports
Optimization
  • • Incremental sync (historyId)
  • • WebSocket real-time push
  • • Local cache (IndexedDB)
  • • Attachment lazy loading
  • • Batch API requests
  • • Connection pooling

Email+ Implementation Guide

Setup & Deployment

Phase 1: Gmail Connection (10 minutes)

  • 1

    Click "Connect Gmail" in Email+ module

  • 2

    Authorize Google OAuth consent screen

  • 3

    Grant read/send email permissions

  • 4

    Wait for initial sync (may take 5-10 min for large inboxes)

  • 5

    Verify emails appear in T1U inbox

  • 6

    Test sending email from T1U

  • 7

    Configure email signature

  • 8

    Enable desktop notifications

Phase 2: AI & Templates Setup (30 minutes)

  • 1

    Review AI composition feature with test emails

  • 2

    Create email templates for common scenarios

  • 3

    Add personalization variables ({{name}}, {{company}})

  • 4

    Configure AI tone preferences (formal/casual)

  • 5

    Enable automatic lead detection

  • 6

    Set up CRM+ integration (link emails to leads)

  • 7

    Configure email categorization rules

  • 8

    Test AI-generated emails before sending

Phase 3: Campaign Setup (1 hour)

  • 1

    Create first email campaign template

  • 2

    Import recipient list (CSV or CRM filter)

  • 3

    Configure personalization variables

  • 4

    Set up A/B test for subject lines

  • 5

    Schedule campaign send time (optimal: Tue-Thu 10 AM)

  • 6

    Enable tracking (opens, clicks)

  • 7

    Configure unsubscribe handling

  • 8

    Send test campaign to yourself first

Phase 4: Team Training (1 hour)

  • 1

    Conduct team demo of Email+ features

  • 2

    Show Gmail OAuth connection process

  • 3

    Demo AI email composition with examples

  • 4

    Train on template usage and personalization

  • 5

    Show email categorization and filtering

  • 6

    Demo campaign builder and analytics

  • 7

    Explain lead detection and CRM integration

  • 8

    Provide best practices document

Template System

Email Template Management

Template Variables & Personalization

Use double curly braces for dynamic variables: {{ name }}, {{ company }}, {{ deal_value }}. Variables auto-populate from CRM data or manual input. Supports nested variables, conditional blocks, and formatting options.

// Example Template

Subject: {{ subject_line }}

Hi {{ first_name }},

I noticed {{ company }} is looking to {{ objective }}.

We helped {{ similar_company }} achieve {{ result }} .

Would you be open to a 15-minute call?

Best regards,

{{ sender_name }}

Contact Variables

{{name}}

{{first_name}}

{{last_name}}

{{email}}

{{company}}

{{title}}

Deal Variables

{{deal_name}}

{{deal_value}}

{{deal_stage}}

{{close_date}}

{{product}}

Dynamic Variables

{{date}}

{{time}}

{{sender_name}}

{{sender_email}}

{{signature}}

Template Categories & Library

Sales

25 templates

  • • Cold outreach
  • • Follow-up sequence
  • • Demo confirmation
  • • Proposal delivery
  • • Deal closing
Support

18 templates

  • • Ticket response
  • • Issue resolution
  • • Follow-up check
  • • Escalation notice
  • • Satisfaction survey
Marketing

30 templates

  • • Newsletter
  • • Product launch
  • • Event invitation
  • • Case study share
  • • Webinar reminder
Internal

15 templates

  • • Team update
  • • Meeting invite
  • • Project kickoff
  • • Status report
  • • Welcome aboard

Team Collaboration

  • Share templates across team (public/private)

  • Version control (track changes)

  • Template approval workflow

  • Usage analytics (most used)

  • Clone & customize shared templates

  • Template folders & tags

Advanced Use Cases

Sales Outreach Automation

Automated cold outreach with AI personalization and follow-up sequences

Workflow Steps:

  1. 1. Import lead list from CRM (filter: status=new, score>70)
  2. 2. AI analyzes each lead (company, industry, size, pain points)
  3. 3. Generates personalized cold email using template + AI context
  4. 4. Sends initial outreach (Day 0)
  5. 5. If no reply after 3 days, AI generates follow-up email
  6. 6. Sends follow-up with different angle (Day 3)
  7. 7. If no reply after 7 days, sends final touch (case study)
  8. 8. Tracks opens/clicks, notifies sales team of engaged leads

Customer Onboarding Sequence

Automated welcome series for new customers with product education

Workflow Steps:

  1. 1. Trigger: Customer signs up (webhook from billing)
  2. 2. Day 0: Welcome email + account setup guide
  3. 3. Day 1: Product tour video + quick start checklist
  4. 4. Day 3: Feature spotlight (most popular features)
  5. 5. Day 7: Check-in email + offer help (CSM intro)
  6. 6. Day 14: Advanced tips + invite to webinar
  7. 7. Day 30: Feedback survey + success story request
  8. 8. Track engagement, flag inactive users for outreach

Support Ticket Auto-Response

AI-powered initial response to support tickets with solution suggestions

Workflow Steps:

  1. 1. Support email arrives in inbox
  2. 2. AI analyzes issue category (billing, technical, general)
  3. 3. Searches knowledge base for relevant articles
  4. 4. Generates helpful response with KB links
  5. 5. Creates Support+ ticket automatically
  6. 6. Sends initial response (AI-generated)
  7. 7. If unresolved, escalates to human agent
  8. 8. Tracks resolution time, customer satisfaction

Security & Compliance

Data Protection

  • • End-to-end encryption (TLS 1.3)
  • • OAuth 2.0 (no password storage)
  • • Encrypted token storage (AES-256)
  • • Company data isolation (RLS)
  • • Secure attachment handling
  • • Auto-logout after inactivity

Compliance

  • • GDPR compliant (data privacy)
  • • HIPAA ready (healthcare)
  • • CAN-SPAM Act (unsubscribe)
  • • CCPA compliant (California)
  • • Follows SOC 2 standards
  • • Regular security audits

Audit & Monitoring

Complete audit trail for all email operations. Track who sent emails, to whom, when, and with what content. 7-year retention for compliance. Export audit logs for security reviews. Anomaly detection alerts (unusual sending patterns, failed auth attempts).

Troubleshooting Guide

⚠️ Emails not syncing

Common Causes:

  • • OAuth token expired
  • • Gmail API quota exceeded
  • • Network connectivity issue

Solutions:

  • • Reconnect Gmail account (re-authorize)
  • • Wait 10 minutes for quota reset
  • • Check internet connection
  • • Contact support if persists

⚠️ AI composition not working

Common Causes:

  • • OpenAI API key missing/invalid
  • • CRM data incomplete
  • • Rate limit reached

Solutions:

  • • Check API key in settings
  • • Ensure contact has name/company in CRM
  • • Wait for rate limit reset (1 min)
  • • Use manual compose as fallback

⚠️ Campaign emails going to spam

Common Causes:

  • • SPF/DKIM not configured
  • • High bounce rate
  • • Poor sender reputation

Solutions:

  • • Configure domain SPF/DKIM records
  • • Clean email list (remove bounces)
  • • Warm up sending (start small)
  • • Use professional email provider

⚠️ Lead detection not triggering

Common Causes:

  • • Keywords not matched
  • • Email from known contact
  • • Detection disabled

Solutions:

  • • Check email contains sales keywords
  • • Verify lead detection enabled in settings
  • • Manual lead creation available
  • • Adjust keyword sensitivity

⚠️ Template variables not populating

Common Causes:

  • • Variable name mismatch
  • • CRM data missing
  • • Syntax error in template

Solutions:

  • • Check variable spelling (case-sensitive)
  • • Ensure CRM field has data
  • • Use {{variable}} syntax (double braces)
  • • Test template with sample data

Smart Categorization

AI-Powered Email Organization

Automatic Categorization

AI automatically categorizes emails on arrival. Machine learning model trained on 100,000+ emails classifies into Primary, Social, Promotions, Updates, Spam. Custom categories supported. Auto-filing into folders based on sender/keywords.

Primary

Important personal/business emails

94%

Social

Social media notifications

97%

Promotions

Marketing & newsletters

96%

Updates

Automated system emails

95%

Spam

Unwanted emails

99%

Custom

User-defined categories

N/A

Priority Inbox

Important emails shown first. AI learns from your behavior: emails you reply to quickly marked important. Emails from CRM contacts prioritized. Starred emails always on top. Configurable priority rules (VIP senders, keywords, domains).

Priority Signals
  • • CRM contact (auto-prioritized)
  • • Frequent correspondent
  • • Starred sender
  • • Quick reply history
  • • Contains urgent keywords
  • • Mentioned in subject line
Custom Rules
  • • VIP sender list
  • • Domain-based priority
  • • Keyword-based rules
  • • Time-sensitive detection
  • • Project-based filtering
  • • Team-based routing

Advanced Filters

Gmail query syntax supported: "from:sender@domain.com", "has:attachment", "after:2026/01/01". Combine filters with AND/OR logic. Save filters for quick access. Share filters with team.

from:john@acme.com has:attachment

Emails from John with attachments

subject:invoice is:unread

Unread invoice emails

after:2026/01/01 before:2026/02/01

Emails in January 2026

category:primary is:starred

Starred primary emails

Module Integration Workflows

CRM+ Email-to-Lead

  1. Sales inquiry arrives in inbox
  2. AI detects lead keywords (pricing, demo)
  3. Extracts contact info + scores quality
  4. Creates CRM+ lead record
  5. Links email thread to lead
  6. Notifies sales team (Slack)
  7. Sales rep reviews & assigns
  8. All future emails auto-linked

Finance+ Invoice Detection

  1. Invoice email arrives with PDF
  2. AI detects "invoice" keyword
  3. Extracts: vendor, amount, due date
  4. Saves PDF to Drive+ Finance folder
  5. Creates Finance+ expense record
  6. Pre-fills fields from AI extraction
  7. Notifies accounting team
  8. Links email + PDF to expense

Support+ Ticket Creation

  1. Support email to help@company.com
  2. AI categorizes issue type
  3. Creates Support+ ticket
  4. Sends auto-response with ticket #
  5. Searches KB for solutions
  6. AI suggests relevant articles
  7. Assigns to support agent
  8. Full email thread in ticket

Drive+ Attachment Storage

  1. Email arrives with attachments
  2. Auto-save to Drive+ (configurable)
  3. Organize by module/sender/date
  4. AI analyzes file content
  5. Classify & extract key data
  6. Link attachment to email
  7. Searchable in Drive+
  8. Version control if duplicate

API Reference

Email+ REST API Endpoints

POST /api/v1/email/send

Send single email

Body: to, subject, body, cc (optional), bcc (optional)

Returns: { messageId, status: "sent" }

POST /api/v1/email/compose-ai

AI-generate email draft

Body: intent, recipient, tone (optional), context (optional)

Returns: { subject, body, alternatives: [...] }

GET /api/v1/email/inbox?page=1&limit=100

List inbox emails (paginated)

Returns: Array<{ id, subject, from, to, snippet, date, is_read }>

GET /api/v1/email/message/:id

Get full email by ID

Returns: { id, subject, from, to, body_html, body_text, attachments }

POST /api/v1/email/campaign/create

Create bulk campaign

Body: name, templateId, recipients (array), scheduleAt

Returns: { campaignId, status, estimatedSendTime }

GET /api/v1/email/templates?category=sales

List templates by category

Returns: Array<{ id, name, subject, body, variables }>

POST /api/v1/email/gmail/connect

Initiate Gmail OAuth flow

Returns: { authUrl (redirect user here) }

DELETE /api/v1/email/account/:id

Disconnect email account

Returns: { success: true }

Authentication

All API requests require JWT: Authorization: Bearer <token>. Token issued by Supabase on login. 24-hour expiry with auto-refresh. Rate limit: 1000 requests/hour per user.

Best Practices

Email Organization

  • Use labels for categorization

  • Archive read emails regularly

  • Create filters for recurring senders

  • Use search operators effectively

  • Keep inbox under 100 unread

AI Usage

  • Review AI-generated emails before sending

  • Provide context for better results

  • Train AI with feedback (thumbs up/down)

  • Use tone suggestions appropriately

  • Save successful prompts as templates

Campaigns

  • A/B test subject lines

  • Personalize with recipient name

  • Send at optimal times (10 AM Tue-Thu)

  • Monitor bounce rates (<2%)

  • Honor unsubscribe requests immediately

Security

  • Enable 2FA on Gmail account

  • Review connected apps quarterly

  • Use secure attachments (Drive+ links)

  • Be cautious with phishing attempts

  • Report suspicious emails

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Intelligent email management with AI composition