Platform documentation

Gmail - Use cases

Use Gmail connected KPIs to automate reporting in Elevale. Pair metrics with OKRs, dashboards on KPIs & Dashboards, and weekly business reviews.

Mailbox health

  • Unread mail and mail older than 7 days on a personal dashboard.

  • Average reply time next to a service OKR.

  • Threads with no CRM contact as a list of people still to add.

Activity

  • Received in 24 hours - Messages received in the last 24 hours, excluding sent, drafts, chat, spam, and trash. Sync daily or weekly for trends.

  • Received in 7 days - Messages received in the last 7 days, excluding sent, drafts, chat, spam, and trash. Sync daily or weekly for trends.

  • Received in 30 days - Messages received in the last 30 days, excluding sent, drafts, chat, spam, and trash. Sync daily or weekly for trends.

  • Sent in 24 hours - Messages in Sent from the last 24 hours. Sync daily or weekly for trends.

  • Sent in 7 days - Messages in Sent from the last 7 days. Sync daily or weekly for trends.

  • Sent in 30 days - Messages in Sent from the last 30 days. Sync daily or weekly for trends.

Follow-up

  • Awaiting your reply - Synced inbox threads that still need your reply. Sync daily or weekly for trends.

  • Reply now - Synced inbox threads triaged as reply now. Sync daily or weekly for trends.

  • Reply today - Synced inbox threads triaged as reply today. Sync daily or weekly for trends.

  • Reply when free - Synced inbox threads triaged as reply when free. Sync daily or weekly for trends.

  • Scheduled sends pending - Emails scheduled in Elevale that have not been sent yet. Sync daily or weekly for trends.

  • Threads linked to CRM - Synced threads linked to a CRM contact. Sync daily or weekly for trends.

Inbox

  • Emails in inbox - Exact count of messages still in the Gmail Inbox. Sync daily or weekly for trends.

  • Unread emails - Exact count of unread messages in the Gmail Inbox. Sync daily or weekly for trends.

  • Inbox threads - Exact count of threads in the Gmail Inbox. Sync daily or weekly for trends.

  • Unread threads - Exact count of unread threads in the Gmail Inbox. Sync daily or weekly for trends.

  • Important emails - Exact count of messages with the Important label. Sync daily or weekly for trends.

  • Important unread - Exact count of unread messages with the Important label. Sync daily or weekly for trends.

Mailbox

  • Unread in mailbox - Exact count of unread messages anywhere in the mailbox. Sync daily or weekly for trends.

  • Emails in mailbox - Exact count of messages in the whole mailbox. Sync daily or weekly for trends.

  • Threads in mailbox - Exact count of threads in the whole mailbox. Sync daily or weekly for trends.

  • Sent emails - Exact count of messages in Sent. Sync daily or weekly for trends.

  • Spam - Exact count of messages in Spam. Sync daily or weekly for trends.

  • Trash - Exact count of messages in Trash. Sync daily or weekly for trends.

Topics

  • Sales threads - Synced inbox threads whose topic is Sales. Sync daily or weekly for trends.

  • Partnership threads - Synced inbox threads whose topic is Partnership. Sync daily or weekly for trends.

  • Support threads - Synced inbox threads whose topic is Support. Sync daily or weekly for trends.

  • Hiring threads - Synced inbox threads whose topic is Hiring. Sync daily or weekly for trends.

  • Finance threads - Synced inbox threads whose topic is Finance. Sync daily or weekly for trends.

  • Legal threads - Synced inbox threads whose topic is Legal. Sync daily or weekly for trends.

Next steps