Connecting Email Accounts
1
Access Email Settings
Click on your workspace name in the top left, then select “Connections” → “Gmail & Calendar”
2
Connect Gmail Account
Click “Connect Account”. You’ll be redirected to Google’s authorization page.
If you are using an email alias, you will need to authenticate with the primary address first.
3
Authorize Access
Grant Micro permission to read and send emails on your behalf and view/update calendar events. Micro only requests the minimum permissions needed.
4
Verify Connection
Once connected, you’ll see your email account listed and a loading indicator active.
Unified Inbox Experience
When you connect multiple email accounts, Micro creates a unified inbox that combines all your emails in one place.You can still access individual account inboxes by clicking the account name in the left sidebar.
Customizing Your Email Experience
Email Properties
Email properties help you organize and categorize your messages beyond the standard subject and sender fields. Default properties include Labels, To, From, Followup, and more - you can edit these or add your own. Learn more about properties hereAI Autofill / Magic Properties
Most properties on emails can be automatically updated by AI. You can use this to automatically label emails or extract other data. To activate this, just turn on AI Autofill on the property. You can learn more hereCreating Custom Email Views
Custom views let you create filtered inboxes for different workflows. Some examples of views you can create:- Investor Emails - Filter by investor domains or specific VCs
- Customer Support - Emails from customers needing help
- Team Communications - Internal team discussions and updates
- Follow-up Required - Emails that need responses or next steps
- Fundraising Updates - Updates from investors, accelerators, or advisors
- Sales Inquiries - Potential customer or partnership requests
- Urgent Messages - High-priority emails requiring immediate attention
How Email Powers Micro
Email in Apps
You can view a filtered inbox of all emails from people tied to records in any app. Learn more hereEmail on Profiles
You can also see all emails tied to a specific person or company on their respective profiles. Learn more hereContact Enrichment
Every time you receive an email (or calendar event) from an email address you haven’t interacted with before, a new person (and company if relevant) record is created and enriched with dozens of datapoints. New email and calendar activity is used to update properties on these contacts like Relationship Strength.AI Autofill
Emails can be used to autofill properties of other objects. This is especially useful for automating pripelines and other workflows when relevant communication occurs.AI Chat
You can ask the Micro AI chat assistant questions about recent emails and have it generate a summary of the most important emails for you to respond to. You can learn more about both of these AI features hereCross-Platform Integration
Email data appears throughout Micro:Email Sidebar
In the sidebar on every email, you can see a set of Micros:- Thread Summary - Click to summarize the entire thread.
- Info - Basic properties tied to the email thread.
- In This Thread - Profile cards for everyone in the thread.
- Task - Tasks you’ve created or generated that are tied to the thread
Email Intelligence
Standard Email Features
Micro comes equipped with all the features you’d expect from your favorite email client. It’s designed to work like Gmail, Outlook, or any other email client you’re familiar with.- Compose & Send - Write new emails, reply, forward, and send
- Drafts - Save drafts and continue writing later
- Search - Find emails by sender, subject, content, or date
- Filters & Labels - Organize emails with custom filters and labels
- Keyboard Shortcuts - Use familiar shortcuts like
rto reply,fto forward - Attachments - Send and receive files, images, and documents
- Mark Done & Delete - Keep your inbox clean with standard email actions
Email data is private by default. You control what’s shared with team members through Micro’s permission system. Learn more here
Email Best Practices
- Use properties to extract important metadata to email
- Create custom views for different workflows
- Turn on AI autofill to automatically update records across Micro
Micro is designed to make your email work smarter, not harder. By connecting your accounts and leveraging the platform’s AI capabilities, you can transform your inbox from a simple communication tool into a powerful data source that enriches your entire workflow.