Goal
Connect a Gmail inbox, import a small recent range, and review the first Tasks or Payments Planobot detects.
Steps
- Sign in to Planobot with Google.
- In Setup, confirm the names and owner-routing email for the provisioned Work and Personal Spaces.
- Confirm the plan shown during Early Access setup.
- Select Connect Gmail and approve the read-only Gmail permission.
- Choose an initial import window: 1, 3, 7, or 30 days. Seven days is the default.
- Keep the Processing page open to watch progress, or return later; import and analysis continue in the background.
- Review proposed Tasks and Payments in Results. Approve, reject, or make the available compact corrections.
- Continue to Tasks or Emails and open a result to review its details and source Message.
Expected result
Recent Gmail messages appear in Planobot. Eligible messages are analyzed, and any detected Tasks or Payments are presented for review. A successful import can also produce no actionable suggestions; that means the selected range was checked without finding a Task or Payment to approve.
Next steps
Add a Property when you need a new organizing record. Use Sync options in Messages later if you want to import older Gmail history.