Integration to External Inbox
Connect your email or chat so client messages arrive in External Inbox, then capture the right ones as work.
- Who can use this
- Members with integration visibility
On this page
Explore integration diagram
Integration diagram
Integration to External Inbox
Integration diagram. The text on this page has the exact steps and permissions.
What you'll do
In the first tutorial you pasted Northstar's email by hand. Here you'll connect your mailbox so the next one arrives in External Inbox automatically, add a rule to keep newsletters out, and capture a new message.
Steps
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1
Open Settings → Integrations and connect your mailbox, for example Zoho Mail. Slack messages and plain Telegram messages also arrive in External Inbox; Telegram
/noteand/requestcommands create records directly. -
2
Optional. For Zoho Mail or ProtonMail Bridge, add a mailbox rule that ingests mail from Northstar's domain with high urgency, and one that skips newsletters.
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3
Wait for the first sync, then open External Inbox.
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4
Open a Northstar message and read it. Choose Run Review if you want a summary first.
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5
Capture it as a request, note, or task, depending on what it is. Dismiss anything that doesn't need you.
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6
Open the new record and check it's linked to Northstar and the right project.
Checkpoint
What you should see
- New client messages arrive in External Inbox without any copy and paste.
- Captured records keep a link to the original message.
- Nothing was sent from your mailbox.
Google connection availability and data use
Gmail and Google Calendar connections are currently paused for public use while verification and security readiness work is completed. Google Sign-In is separate. When available, Gmail intake is read-only; AI/search processing requires a separate owner opt-in. Captured Google text stays in a separate private source section unless explicitly shared, and is erased with its derived copies on disconnect. See the Google integration guide and Privacy Policy for availability, retention, and deletion details.
FAQ
Which integrations send messages to External Inbox?
Slack, plain Telegram messages, Zoho Mail, and ProtonMail Bridge. Gmail is paused. Telegram /note and /request commands create records directly. Jira imports assigned issues directly as tasks. See Integrations.
Will old emails be imported?
When Gmail becomes available, it brings in recent threads. Mailbox rules apply to mail synced after you create them.