One of the most powerful features of your productivity app is its ability to integrate with the tools you already use. By connecting your accounts, you create a unified system that reduces context switching and ensures nothing falls through the cracks.

Supported Integrations

Email Providers

• Gmail: Full integration with labels, filters, and smart categorization
• Outlook: Support for both personal and business accounts
• Apple Mail: iCloud and Exchange integration
• Yahoo Mail: Basic integration for task creation from emails

Calendar Services

• Google Calendar: Bi-directional sync with time blocking
• Outlook Calendar: Meeting integration and scheduling
• Apple Calendar: iCloud calendar support
• Calendly: Automatic task creation from bookings

File Storage

• Google Drive: Attach files directly to tasks
• Dropbox: Link documents and folders
• OneDrive: Microsoft ecosystem integration
• iCloud Drive: Seamless Apple device integration

Setting Up Email Integration

Gmail Integration

1. Go to Settings > Integrations
2. Click Connect Gmail
3. Authorize the app to access your Gmail account
4. Configure these settings:
   • Auto-create tasks: Convert starred emails to tasks
   • Smart categories: Automatically sort emails by type
   • Follow-up reminders: Get reminded about unanswered important emails

Email-to-Task Rules

Set up rules to automatically create tasks from emails:

• Emails with specific keywords become tasks
• Emails from certain senders auto-create follow-up tasks
• Calendar invites generate preparation tasks

Calendar Synchronization

Two-Way Sync Benefits

• Tasks automatically appear as calendar blocks
• Calendar events can generate related tasks
• Deadline conflicts are highlighted
• Travel time is automatically calculated

Setup Process

1. Navigate to Settings > Calendar Integration
2. Choose your primary calendar service
3. Select which calendars to sync
4. Configure time-blocking preferences:
   • Default task duration: How long to block for tasks
   • Buffer time: Padding between calendar items
   • Focus time: Uninterrupted blocks for deep work

Calendar Best Practices

• Use different colors for different project types
• Block time for weekly reviews
• Set up recurring blocks for routine tasks
• Enable conflict notifications

Advanced Integrations

CRM Systems

Connect your customer relationship management tools:

• Salesforce: Create follow-up tasks for deals
• HubSpot: Sync contact interactions
• Pipedrive: Pipeline stage automations

Communication Tools

• Slack: Create tasks from messages and threads
• Microsoft Teams: Meeting follow-ups and action items
• Discord: Community management tasks

Development Tools (For Tech Users)

• GitHub: Issues become tasks with code context
• Jira: Project management sync
• Notion: Database synchronization

Automation Rules

Creating Smart Workflows

1. Go to Settings > Automation
2. Click New Rule
3. Set triggers and actions:

Example Rule: "Email from Boss"

• Trigger: Email received from boss@company.com
• Action: Create high-priority task with 24-hour deadline

Example Rule: "Meeting Follow-up"

• Trigger: Calendar event ends
• Action: Create task to send meeting notes

Popular Automation Examples

• Convert @mentions in emails to tasks
• Create tasks for upcoming subscription renewals
• Generate weekly report tasks every Friday
• Auto-assign contexts based on email content

Data Privacy & Security

What We Access

• Email: Headers, subjects, and content for task creation (processed locally)
• Calendar: Event details, times, and attendees
• Files: Metadata only, not file contents

Security Measures

• All connections use OAuth 2.0
• Data is encrypted in transit and at rest
• You can revoke access at any time
• Regular security audits and compliance checks

Managing Permissions

Review and update permissions in Settings > Connected Accounts:

• See which accounts are connected
• Check last sync times
• Revoke access if needed
• Update authorization scopes

Troubleshooting Common Issues

Sync Problems

• Check internet connection: Ensure stable connectivity
• Re-authorize accounts: Sometimes tokens expire
• Clear sync cache: Force a fresh synchronization
• Check service status: Verify third-party service availability

Missing Items

• Sync frequency: Some integrations sync every 15 minutes
• Permission scope: Ensure app has necessary permissions
• Filter settings: Check if items are being filtered out

Duplicate Tasks

• Sync settings: Adjust to prevent double-creation
• Merge duplicates: Use the built-in duplicate detection
• Rule conflicts: Review automation rules for overlaps

Getting the Most From Integrations

Best Practices

1. Start with one integration: Don't connect everything at once
2. Monitor for a week: See how automation affects your workflow
3. Adjust rules gradually: Fine-tune based on actual usage
4. Regular cleanup: Review and remove unused connections

Power User Tips

• Use labels/tags consistently across platforms
• Set up escalation rules for overdue items
• Create location-based automations
• Use natural language in automation triggers

Ready to supercharge your productivity? Start with your most-used tools and gradually expand your integration network.

Having trouble with an integration? Check our troubleshooting guide or contact support.