Ascend Documentation

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Inbox Guide ​

The Inbox aggregates your emails and calendar events from connected providers (Google, Outlook), allowing you to triage, link, and turn them into actionable work items.

1. Accessing the Inbox ​

  1. Click Inbox in the sidebar.
  2. You’ll see a unified list of emails and calendar events.

2. Setting Up Sync ​

Before the inbox works, you must connect an account:

  1. Go to Settings > Integrations.
  2. Connect your Google or Outlook account.
  3. Once authorized, emails and events will start syncing automatically.
  4. Manual Refresh: Click the refresh button at the top of the inbox to force an immediate sync.

3. Triage Workflow ​

Every item in the inbox has a Triage State:

  • New: The default state for incoming items. Needs review.
  • Linked: The item has been connected to a Page or Database Row.
  • Snoozed: Hidden from the "New" view until a later date.
  • Done: Archived and hidden from the "New" view.

Changing States ​

  • Use the status dropdown on an item to change its state.
  • Snooze: Select "Snooze" and pick a date/time. The item will disappear and return to "New" at that time.
  • Done: Mark as done to archive it.

4. Converting to Work ​

The most powerful feature of the Inbox is quickly turning emails into Ascend content.

Quick Create Page ​

  1. Open an email.
  2. Click Create Page.
  3. A new page is created with the email subject as the title and body as the content.
  4. The email is automatically marked as Linked.

Quick Create Row ​

  1. Open an email.
  2. Select a target Database (e.g., "Tasks" or "Leads").
  3. Click Create Row.
  4. A new row is added to that database with the email details.

5. Linking to Existing Items ​

If a page or task already exists:

  1. Open the inbox item.
  2. Scroll to the Links section.
  3. Search for the existing Page or Row.
  4. Click Link.
  5. The inbox item is now connected and accessible from that page/row.

6. Filters & Search ​

  • Provider: Filter by Google or Outlook.
  • Type: Show only Emails or only Events.
  • State: Switch between New, Snoozed, Linked, and Done.
  • Search: Find items by subject, sender, or content.

7. Attachments ​

  • Click Download on any attachment to securely save it.
  • All attachments are scanned for viruses before download.

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