Documentation

Everything you need to get started with EmailOps and master email automation.

🚀 Getting Started

Welcome to EmailOps! This guide will help you set up your account and start automating your email workflow in minutes.

Prerequisites

  • A Gmail or Outlook email account
  • Administrator access to install browser extensions
  • Modern web browser (Chrome, Firefox, Edge, or Safari)

What You'll Learn

  • How to install the EmailOps plugin
  • Connect your email account securely
  • Configure basic automation rules
  • Set up your first workflow

đŸ“Ĩ Installation

For Gmail Users

Step 1: Visit the Chrome Web Store and search for "EmailOps" or use this direct link.

https://chrome.google.com/webstore/emailops

Step 2: Click "Add to Chrome" and confirm the installation.

Step 3: Open Gmail and you'll see the EmailOps sidebar appear automatically.

Step 4: Click "Connect Account" and authorize EmailOps using OAuth 2.0.

For Outlook Users

Step 1: Open Outlook and go to "Get Add-ins" from the toolbar.

Step 2: Search for "EmailOps" in the Office Store.

Step 3: Click "Add" and follow the installation prompts.

Step 4: Restart Outlook if prompted, then authorize your account.

âš™ī¸ Configuration

Basic Settings

After installation, configure your preferences:

  1. Email Classification Rules: Set thresholds for urgent, actionable, and informational emails
  2. Summary Preferences: Choose summary length (brief, standard, detailed)
  3. Reply Tone: Select default tone for AI-generated drafts (formal, casual, friendly)
  4. SLA Settings: Define response time expectations for different email types

Workspace Setup

For team accounts, set up your workspace:

{
  "workspace": {
    "name": "Your Company",
    "members": ["team@company.com"],
    "sla_defaults": {
      "urgent": "2h",
      "actionable": "24h",
      "informational": "3d"
    }
  }
}

✨ Core Features

AI Email Summaries

EmailOps automatically generates summaries for all incoming emails:

  • Instant Summaries: Hover over any email to see a quick summary
  • Thread Analysis: Understand long conversations at a glance
  • Action Items: Automatically extracted and highlighted
  • Sentiment Detection: Know the tone before you read

Smart Intent Classification

Emails are automatically categorized:

Categories:
🚨 Urgent      - Requires immediate attention
✅ Actionable  - Needs your response
â„šī¸  Info       - Read when convenient
đŸ—‘ī¸  Low        - Can be safely archived

AI Reply Drafts

Generate professional responses with one click:

  1. Open any email that needs a response
  2. Click the "Generate Draft" button in the EmailOps sidebar
  3. Review and edit the AI-generated response
  4. Click "Send" or save as draft

🔌 Integrations

Task Management Systems

Connect EmailOps with your favorite tools:

Jira Integration

1. Go to Settings → Integrations
2. Click "Connect Jira"
3. Enter your Jira domain: company.atlassian.net
4. Authorize the connection
5. Map email categories to Jira issue types

Asana Integration

1. Go to Settings → Integrations
2. Click "Connect Asana"
3. Select your workspace
4. Choose default project for email tasks
5. Configure custom field mappings

Other Integrations

  • Trello: Create cards from emails
  • Monday.com: Sync with boards
  • Notion: Add to databases
  • Linear: Convert to issues
  • Slack: Get notifications
  • Microsoft Teams: Channel alerts

🔧 API Reference

Authentication

All API requests require authentication using an API key:

curl -H "Authorization: Bearer YOUR_API_KEY" \
     https://api.emailops.tech/v1/emails

Endpoints

GET /v1/emails

Retrieve emails with optional filters:

GET /v1/emails?category=urgent&limit=50

Response:
{
  "emails": [
    {
      "id": "email_123",
      "subject": "Project Update",
      "from": "client@example.com",
      "category": "urgent",
      "summary": "Client requesting immediate call...",
      "sentiment": "neutral"
    }
  ]
}

POST /v1/emails/summarize

Generate a summary for custom text:

POST /v1/emails/summarize

Body:
{
  "text": "Your email content here...",
  "length": "brief"
}

Response:
{
  "summary": "Brief summary of the email...",
  "action_items": ["Reply by Friday", "Review attachment"]
}

POST /v1/emails/draft

Generate a reply draft:

POST /v1/emails/draft

Body:
{
  "email_id": "email_123",
  "tone": "professional",
  "context": "Agreeing to the proposal"
}

Response:
{
  "draft": "Thank you for your proposal..."
}

🔍 Troubleshooting

Common Issues

EmailOps sidebar not appearing

  • Refresh your email page
  • Check if the extension is enabled in your browser
  • Clear browser cache and reload
  • Ensure you're using a supported browser version

Summaries not generating

  • Check your subscription status
  • Verify email quota hasn't been exceeded
  • Ensure stable internet connection
  • Try logging out and back in

Integration not syncing

  • Reauthorize the integration in Settings
  • Check API token hasn't expired
  • Verify integration permissions
  • Contact support if issue persists

❓ Frequently Asked Questions

Is my email data secure?

Yes! We use end-to-end AES-256 encryption and never store your email content permanently. All processing happens in real-time, and only metadata is retained for analytics.

Can I customize the AI's behavior?

Absolutely! Enterprise customers can train custom AI models on their specific data. All users can adjust tone, length, and classification thresholds.

What happens if I exceed my email limit?

For Individual plans, you'll receive a notification to upgrade. Processing will pause until the next billing cycle or you upgrade. Team and Enterprise plans have unlimited emails.

Can I use EmailOps offline?

Basic features work offline using cached data, but AI features (summaries, drafts, classification) require an internet connection.

How do I cancel my subscription?

Go to Settings → Billing → Cancel Subscription. You'll retain access until the end of your billing period. We offer a 30-day money-back guarantee.


Need More Help?

Can't find what you're looking for? Our support team is here to help.