StackedDocs

Email & Automation

Connect Gmail to send from your own mailbox, with optional per-task automation.

Gmail Connection

  • Configured in Settings.
  • OAuth is separate from login OAuth.
  • Connection is per-user and can be disconnected anytime.

Sending Rules

Example email entries
📧

Research collaboration — NLP lab

To: Dr. Sarah Chen

2 days agoSENT
↩️

Follow-up: Research position

To: Dr. Sarah Chen

In 4hSCHEDULED
  • Email send requires Gmail connected + task email + subject/body.
  • If Gmail is not connected, UI shows warning and send is disabled.
  • Manual state buttons remain available for external email usage.

Auto Follow-up

  • Configured per task and off by default.
  • Delay can be preset or custom day value.
  • Eligible tasks schedule next action dates for worker checks.

Background Worker

Scheduled checks evaluate due follow-ups, verify reply status, and send follow-up mail when criteria match.

Worker updates task state and logs activity after execution.