Read and send email with Gmail

Gmail in Yardmaster lets you read, answer and tidy your email in the same window as your agents. One Google sign-in connects Gmail, Google Calendar, Drive and Sheets together.

Connect Gmail#

1. 1

   Open Settings > Email & Summaries.

2. 2

   On the Google Account card, click Connect. Google's sign-in page opens in your web browser.

3. 3

   Pick your Google account and allow access. Back in Yardmaster, the card says Connected as and your address.

4. 4

   Under Gmail account, turn on Gmail Integration.

5. 5

   Click Gmail in the projects column.

If Connect does not work#

Until Google approves Yardmaster, the Google Account card says Not available yet: waiting for Google approval and Connect is turned off. The other places that would start a Google sign-in (picking recipients, adding a Google Doc, Quick Launch and Inbox alerts) are turned off with the same message. You cannot fix it in Settings.

Before you allow access, Google may show a page saying it has not verified this app. That means Google has not approved Yardmaster for this much access to your Gmail and Drive; it is not a problem with your account. If you are not sure you trust where your copy of Yardmaster came from, go back and do not allow access.

Read and answer email#

• Pick a view with the dropdown above the list: All, Sent, Primary, Updates, Social, Promos or Forums.

• Reply or forward at the bottom of a thread. After you click Send, a "Sending in 5 seconds..." message offers Undo.

• Write a new email with the Compose email button above the list.

• Archive a thread (or press E), or mark it as spam, with the buttons at the top of the thread.

• Select several threads to Archive, Star, or mark them Read or Unread together.

Drafts save as you type: on this computer, and in your Gmail Drafts folder once they have a recipient and a subject. If you close a draft before sending, a You have an unsaved draft banner offers Resume or Discard draft next time.

To clear out newsletters and promotions in bulk, see Clean up your inbox.

What happens without you#

Your agents can read your Gmail through Yardmaster's local control server, and mark threads read, unread, archived or snoozed, without asking. Sending, replying and forwarding wait for your approval in the Inbox first; you can change that in Settings > CLI Control.

If automations are turned on or you have a phone paired, Yardmaster checks Gmail for new mail every 2 minutes in the background.

Disconnect Google#

On the Google Account card, click Disconnect, then Disconnect again in Disconnect Google?. This signs out of Gmail, Calendar, Drive, Sheets and Docs at once, and Yardmaster asks Google to cancel the permission. Turning off Gmail Integration only hides Gmail; it keeps you signed in.