Ellie makes managing your inbox and replying to emails faster and smarter. With the new account connect features, you can integrate your Gmail or Outlook, organize your inbox with categories, and enable automatic draft replies based on email content.
Here’s how to get started:
🔗 Step 1: Connect Your Email Account
Ellie currently supports Gmail and Outlook accounts.
- Go to the Accounts tab in the left menu.
- Click Connect Gmail or Connect Outlook.
- Follow the authentication process to grant Ellie access:
- For Gmail, you'll need to approve access to read, compose, and send emails.
- You'll see a confirmation showing the permissions Ellie requires (e.g., manage emails, view profile).
Once connected, your inbox will begin syncing. You’ll see a status of "Success" when the sync is complete.
🗂 Step 2: Set Up Email Categories
Categories help Ellie organize your emails based on the type of action required.
- Go to the Accounts tab, click your connected email, then go to the Categories tab.
- Click Add Category and fill out the details:
- Name: A short label (e.g.,
to-respond
) - Description: (Optional) A helpful note about the category’s purpose.
- Type: Choose from types like “Reply Required”.
- Color: Pick a color to visually identify the category.
💡 You can also edit categories later by clicking the pencil icon next to them.
These categories help in two ways:
- Organizing your inbox visually.
- Telling Ellie which emails need a reply draft generated.
⚙️ Step 3: Enable Auto-Categorisation and Auto-Draft
After setting up your categories, turn on the automation features to let Ellie do the heavy lifting.
- In the Settings tab under your connected account:
- Toggle on Auto-categorize to let Ellie sort emails into categories based on content.
- Toggle on Auto-draft to have Ellie automatically create reply drafts for emails that match your selected category types.
That's it! Ellie will now start organizing your emails and drafting replies automatically based on your settings.