Email Intake

Email intake

Outlook emails are auto-captured and AI-triaged here. Review the suggestion, then link each to a property.

Outlook auto-captureConnected

Auto-capturing incoming email from alamotte1956@gmail.com. New property-relevant messages appear here automatically.

Intake email address

Auto-capture only ingests emails sent to this address on your connected Outlook mailbox. Leave blank to capture all mail.

All mailbox email (no filter)
You're all caught up

No new emails to triage. New property-relevant messages will appear here automatically.

Guided walkthrough1 / 10
STEP 1Dashboard → New property

Intake a property

  • •On the Dashboard, click “New property” and enter the name, address, type and client reference.
  • •Save it — a property card appears in the list.
  • •Click the card to open its workspace. Everything from here on happens inside that property.