BeeCastle

Set account level email journalling in your 365 admin settings

Setting up account level email forwarding with Microsoft Office if direct integration is not possible

Setting up account level email journalling in your Gmail admin settings

Setting up account level email integration with Gmail

Set account level email journalling in your AWS Workmail admin settings

Setting up account level email integration with Amazon Workmail

Recording individual emails as interactions through BCC

If required, log your outbound emails by BCC'ing BeeCastle

Steps to provide BeeCastle permission to access your calendars so you can integrate them

None of my calendars are showing in the Integrated Calendars menu?

Hamish Rickerby

Log your emails automatically into BeeCastle using account level email integration on Office 365, Gmail & AWS Workmail (Journalling)

Integrating without Microsoft 365

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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