Overview

Prerequisites

Before you begin, make sure you have:

• A Flowmail account (sign up here)
• A Gmail or Outlook email account to connect
• Organization admin access (if joining an existing team)

Step 1: Create Your Organization

After signing up, create an organization for your team. Organizations provide complete data isolation — each team's emails and entities are kept separate.

Step 2: Connect Your Email

Navigate to Settings → Email Connections and click Connect Gmail or Connect Outlook.

Flowmail uses OAuth 2.0 for authentication — we never see or store your email password. The connection only requests the minimum permissions needed:

• Read email messages and metadata
• Send emails on your behalf (for approval responses)

Step 3: Explore Your Smart Inbox

Once connected, Flowmail begins processing your incoming emails. The Smart Inbox organizes emails by business type:

Step 4: Review and Take Action

For each email, Flowmail's AI extracts:

• Classification — What type of business item this is
• Key Fields — Requester, deadline, amount, priority, etc.
• Suggested Action — What you should do next

Review the AI's suggestions and confirm to take action. Every decision is logged in the entity's timeline for full audit traceability.

Next Steps

• Set up your first approval workflow
• Configure team notifications
• Explore the MCP integration for AI agent access