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How to forward business emails automatically using Upsales AI

Upsales can automatically forward relevant business-related emails into your Upsales account. It's all done with Upsales AI. No need to spend time manually reviewing and adding emails.

How it works

  1. Upsales AI analyses emails sent from a business email address (so ignoring domains like @gmail.com or @outlook.com)
  2. You get an AI-generated email summary of the content. Plus red and green flags to signal negative or positive sentiment

How to activate

  1. Deactivate your existing Gmail or Office 365 integration if it exists
  2. Activate and authenticate the integration again
  3. Click Settings → My profile → Gmail or Office 365:

    gmail.png
  4. Click the toggle next to Enable Upsales AI to analyse your emails:

    sync.png
  5. Upsales AI will now analyse emails in the future and from the past three months, sending you summaries of relevant emails
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