For everyone · Guide · 2 min ·
Bring your emails into Scalign
Sync your email threads with buyers so Scalign uses them alongside your meetings. How to turn it on, which emails come in, and who can see them.
Not everything gets said in a meeting. Sync your customer emails and Scalign uses your email threads with buyers alongside your meetings, so your timeline, actions and deal health reflect the whole conversation.
What does Scalign do with my customer emails?
It reads the full text and uses it the same way it uses your meetings:
- Timeline. Emails show up on the company's timeline next to your meetings.
- Actions. Promises made over email land on your action list, and an action closes itself when an email shows it was done.
- Reasons to buy and stakeholders. What buyers write counts toward why they're buying and who's involved.
- Deal health. The score takes your emails into account too.
- Summaries and the assistant. Prep, summaries and answers draw on email too, and so does Claude or ChatGPT when connected through the MCP.
How do I turn it on for the workspace?
Only the workspace owner can do this.
- Go to Settings → General.
- Under Customer emails, switch on Let members sync customer emails.
- Click Allow in the box that opens.
This lets members sync. Nobody's inbox is synced until they turn it on themselves.
How do I sync my own inbox?
- Go to Settings → Connections.
- Under Email, connect Google or Microsoft if you haven't yet. Connect your email walks through it.
- Switch on Sync customer emails.
That's it. From then on it syncs by itself.
Which emails come in?
It goes by email domain. Scalign copies emails with addresses on the domain of a company you have a deal with. If you have a deal with Acme, emails with anyone at @acme.com come in. Nothing else from your inbox is copied, so internal threads, personal email and newsletters stay out.
Who can see my synced emails?
Everyone in your workspace. Once an email syncs, every member can see it, and a single email can't be made private. If an inbox holds customer threads the team shouldn't see, leave sync off for that inbox.
What happens if I stop syncing or disconnect?
Switch off Sync customer emails or disconnect your email and no new emails come in. Emails that already synced stay in Scalign.
Does Scalign send emails for me?
No. The assistant can write follow-up drafts into your mailbox, but it never sends anything. You review and send them yourself.
Still stuck? Email support@scalign.ai.