Connected Accounts
Connect and verify the accounts Max can use for email, calendar, communication context, summaries, and follow-up.
Review what Max surfaced, what work moved forward, and which source context should be checked before acting.
Which system gives Max context.
Confirm which account or integration is connected, what it syncs, which permissions it uses, and where the signal should appear.
Gmail Settings decides what syncs into CRM: contact creation rules, email activity on people records, and how inbox context stays current.
Permissions control who can read Gmail activity on shared records and which teams or users override the workspace default.
Email Automation controls whether Max labels incoming emails, prepares drafts, suggests follow-up, and how soon follow-up appears.
What Connected Accounts is for
Connected Accounts is where you confirm which accounts Max can read or use as context.
The goal is not to connect everything. The goal is to connect the accounts that explain the operator's work.
Example setup
A sales teammate connects Gmail and Google Calendar. Gmail gives Max email threads for labels, summaries, and follow-up. Calendar gives meeting context for prep and prioritization.
After connecting, open Home and Activity. If no activity appears after real work happens, troubleshoot the connection before changing Settings.
Gmail Settings tab
Use Gmail Settings to decide what becomes CRM context. The main controls are contact sync, auto-create contact rules, and whether Gmail activity should appear on People timelines.
For most teams, selective contact creation is safer than creating a CRM contact for every email address. It keeps the CRM cleaner while still letting Max use relevant conversations.
Permissions tab
Permissions decide who can see Gmail activity on shared records. Start with the workspace default, then add team or user overrides only when there is a clear privacy or collaboration reason.
Use this before rolling out Max broadly. Email context is valuable, but visibility should match how the team actually works.
Email Automation tab
Email Automation is where Gmail becomes action. Max can label incoming emails, prepare drafts, and suggest follow-up when those controls are enabled.
Tune follow-up timing here. If reminders are too early, they create noise. If they are too late, important customer threads go cold.
FAQs
Which accounts should I connect?
Connect accounts that carry real operating signal for the user: email, calendar, or communication sources that support summaries, tasks, and follow-up.
What if Max misses context?
Check account status, permissions, sync state, and whether the source item belongs to the connected account.