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Connecting your Gmail profile to your Briefmatic account
Connecting your Gmail profile to your Briefmatic account

Everything you need to know about connecting your Gmail profile to your Briefmatic account

Robert Mark avatar
Written by Robert Mark
Updated over 8 months ago

Why you should connect your Gmail profile to Briefmatic

Connecting your Gmail profile to your Briefmatic account allows you to see, review and resolve all your starred emails from within Briefmatic or from within the email itself if you click on the option to “Go to Item.”

How to connect your Gmail profile to Briefmatic

To connect your google drive profile to your Briefmatic account follow these steps;

  1. Go to the Connections tab, click on the “Connect” button on the Gmail card and follow the prompts to authorise the connection. Briefmatic requires this approval to be able to scan your emails to find starred emails and allow you to view and resolve emails from within Briefmatic.

  2. Once the connection is enabled the syncing process will begin in the background and this may take a few minutes to complete depending on the number of starred emails you have.

How does the Gmail and Briefmatic connection work?

Action In Briefmatic

Result

Moving a Gmail task from To Do to Done

Moving a Gmail task to Done marks the task as completed in Briefmatic and removes the email from the starred items list in Gmail

Moving a Gmail task from Done to To Do or an In-Progress state

Moving a Gmail task to To Do will mark the email as starred and moves the email back to the starred items folder in Gmail

Marking a Gmail task as completed

Marking a Gmail task as completed will remove the email from the starred items folder in Gmail and move the task to Done in Briefmatic

Marking a Gmail task as dismissed

Marking a Gmail task as dismissed will move the task to the dismissed folder in Briefmatic but makes no changes to the item in Gmail

Adding a due date to a Gmail task in Briefmatic

Displays the due date in the List View in Briefmatic but makes no changes to the email in Gmail

Changing the Gmail task title or description

Changes the task title and description in Briefmatic but makes no changes to the email in Gmail

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