Bring the client message into the workspace that can act on it.
Connect Gmail communication to client records so messages, attachments, follow-ups, and operational decisions remain visible with the work.
Associate relevant messages and attachments with the correct client context.
Turn promised follow-ups into owned work instead of relying on inbox memory.
Connect the provider without duplicating its job.
A dependable integration preserves ownership, context, access, and failure states instead of pretending two systems are one database.
Confirm the workspace and account owner
Use the correct business account and ensure the person connecting it has authority to approve access.
Connect one controlled client workflow
Test the integration with a low-risk record and confirm what data is read, written, linked, or synchronized.
Define the source of truth
Decide which system owns the file, message, event, payment, and client-work status.
Test disconnect and recovery
Confirm the team can identify expired access, retry safely, and continue without fabricating a successful state.
What stays where.
Clear ownership prevents stale duplicates and conflicting status.
External providerOwns the specialist mailbox and provider message.
StelaahOwns the client, project, operational context, responsible person, decision, and next action.
Shared boundaryStores stable provider identifiers or links plus enough status to explain connection health.
Human ownerResolves authorization, mismatched records, provider errors, and relationship-sensitive exceptions.
Gmail and Stelaah integration, answered.
Does Stelaah replace Gmail?
No. The integration keeps the specialist provider in its role and connects it to the relevant client-work context.
What should I test before using the integration broadly?
Test authorization, ownership, the normal flow, expired access, incorrect records, disconnect behavior, and recovery with a controlled client.
Does connection availability depend on configuration?
Yes. Provider credentials, workspace permissions, plan availability, and deployment configuration can affect whether a connection is available.
Connect the tool to the client outcome.
Start with one controlled workflow and expand after the boundary is proven.