Email & Inbox
Learn how to connect email accounts, customize your inbox experience, and leverage email data throughout Micro
Connecting Email Accounts
Section titled “Connecting Email Accounts”-
Connect During Onboarding
When you first sign up, Micro walks you through connecting your Gmail and Google Calendar. You can also connect accounts later in Settings → Connected Accounts.
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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.
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Verify Connection
Once connected, your emails and calendar events begin syncing. You can connect multiple Gmail accounts.
Unified Inbox Experience
Section titled “Unified Inbox Experience”When you connect multiple email accounts, Micro creates a unified inbox that combines all your emails in one place.
System Views
Section titled “System Views”Your inbox comes with built-in system views:
- All Mail — Every email across all connected accounts
- Starred — Emails you’ve starred
- Sent — Emails you’ve sent
- Drafts — Unsent drafts
Quick Filters let you toggle common filters without creating a custom view. Click the Quick Filters button to hide Done, Sent, Spam, or Trash emails.
You can also create custom views with any filters you like (see below).
Navigating Your Inbox
Section titled “Navigating Your Inbox”Email Views Panel
Section titled “Email Views Panel”Click the button next to your view tabs to open the Email Views Panel—a slide-out panel for quick navigation.
The panel includes:
- System Views - All Mail, Sent, Starred, Drafts, Spam, and Trash
- Custom Views - Your filtered views with a “New View” button
- Inbox Switcher - Toggle between All Inboxes or individual accounts
- Search - Filter views by name
Use arrow keys to navigate, Enter to select, and Escape to close.
Creating Custom Views
Section titled “Creating Custom Views”Creating custom views in email works the same as it works everywhere else in Micro. You can filter on any property—and create your own properties to filter on as well.
Some examples of views you can create:
- Investor Emails - Filter by investor domains or the “Investor” label
- Customer Emails - Emails from customers needing responses
- Portfolio Updates - Updates from portfolio companies
- Fundraising - Emails related to your current raise
- Intros - Introduction emails that need follow-up
Learn more about views and properties here
AI Autofill
Section titled “AI Autofill”AI Autofill runs on every email. You can automatically extract information like tasks, labels, categories, and more.
Any property you create can have Autofill applied to it—making it easy to automatically categorize and organize your inbox.
Learn more about AI Autofill here
Sending Email
Section titled “Sending Email”Compose & Reply
Section titled “Compose & Reply”Press C to compose a new email, R to reply, or F to forward. Use ⌘ + Enter to send.
Schedule Send
Section titled “Schedule Send”Send emails at the perfect time. When composing, click the dropdown next to the Send button to schedule your email for:
- Tomorrow morning
- Tomorrow afternoon
- Monday morning
- A custom date and time
Scheduled emails show a Scheduled badge in your inbox until they’re sent.
Search & AI
Section titled “Search & AI”Search
Section titled “Search”You can search through emails in Command K (⌘K) and through the Emails tab, or you can ask the AI.
AI Chat
Section titled “AI Chat”Micro AI can help you work through your inbox in powerful ways:
Quick searches - Find specific bits of information like flight numbers, confirmation codes, or things people said in emails from any time period.
Complex agentic searches - Run longer tasks like identifying every company you’ve purchased something from this year, or finding all emails where someone mentioned a specific topic.
Take action - The AI agent can mark emails as done, change property values, draft emails, send emails, and delete drafts.
Learn more about AI Chat here
Email Sidebar
Section titled “Email Sidebar”In the sidebar on every email thread, you can see:
- 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
- Tasks - Tasks you’ve created or generated that are tied to the thread
How Email Powers Micro
Section titled “How Email Powers Micro”Email in Lists
Section titled “Email in Lists”You can view a filtered inbox of all emails from people tied to records in any list.
Learn more here
Email on Profiles
Section titled “Email on Profiles”See all emails tied to a specific person or company on their profile.
Learn more here
Contact Enrichment
Section titled “Contact Enrichment”Every time you receive an email from an address you haven’t interacted with before, a new person (and company if relevant) is created and enriched with dozens of datapoints.
Email and calendar activity updates properties on contacts like Relationship Strength.
Keyboard Shortcuts
Section titled “Keyboard Shortcuts”Micro supports Gmail-style keyboard shortcuts to help you fly through your inbox.
| Action | Shortcut |
|---|---|
| Compose | C |
| Reply | R |
| Forward | F |
| Mark done | E |
| Star | S |
| Mark read/unread | U |
| Next email | J |
| Previous email | K |
| Send | ⌘ + Enter |
See all shortcuts here
Privacy & Security
Section titled “Privacy & Security”Your email data is private by default. Team members can see high-level metadata (like that an email was exchanged), but email content remains private. You can change this in Settings.
All email data is encrypted and securely stored.
Learn more about sharing here