The message-to-action workflow
The normal workflow is:
- A property-related email is imported into the Inbox as a Message.
- Planobot analyzes the Message and looks for useful facts and related records.
- Planobot may identify or propose Properties, Contacts, Counterparties, Tasks, Payments, and informational links.
- The Message detail shows the detected records and the evidence that connects them.
- You review proposals that need approval and continue the work from Tasks, Payments, Properties, or the related record.
Email → Message → analysis → proposed or linked records → user review → managed work
What happens automatically
After Gmail import, Planobot stores the Message and queues eligible messages for analysis. Analysis can match existing records, propose new records, classify a message as informational, and associate a message with a Property or other record.
Ongoing Gmail monitoring and analysis run in the background. During initial setup, the Processing page reports imported, already-present, and analyzed results.
What remains under your control
AI-identified records may appear with Needs Approval. You decide whether to approve, reject, or merge those proposals. You can edit a Task, Payment, or Property after opening its detail page. You can also create Tasks and Payments manually.
Planobot does not send email, edit Gmail messages, pay invoices, or transfer money.