Who connects it
Members can connect their own Gmail and Google Calendar accounts. During onboarding, each invited teammate lands on the connect step; after onboarding, connect anytime from Integrations → Gmail or Google Calendar.Connect
OAuth through Google — approve the scopes, return to Outlit. That’s the whole setup; there’s no workspace-level mapping.What it unlocks
- Relationship evidence — email threads with customer contacts become source evidence on profiles and in case assessments.
- Stakeholder signals — a champion going quiet, a new procurement contact, sentiment shifts in replies.
- Calendar context — upcoming customer meetings, recurring cadence gaps.
Troubleshooting
I connected but a customer shows no emails
I connected but a customer shows no emails
If the threads exist in a teammate’s mailbox, they need to connect theirs. If the threads are in yours, give the initial sync time to index.
The email action isn't offered on a case
The email action isn't offered on a case
Drafted emails send through the approver’s connected Gmail — connect your own mailbox first.
Google asks for extra verification
Google asks for extra verification
Depending on your Google Workspace admin settings, connecting a third-party app may need admin approval — your Google admin can allowlist Outlit.
