I can connect my email account with Jules to send external emails
AV

Akhil Vanjani

Created Mar 13, 2023

I can connect my email account with Jules to send external emails

7
    d

Haroldwaste

3 Steps
1

Go to Jules AI

2

Click on "Notify" > "External comm."

You can do this from Purchase, Sale, Trucks/Containers, Shipments page

Click on "Notify" > "External comm."
3

This will take you to "Nylas", enter your email, and click "Log in"

This will take you to "Nylas", enter your email, and click "Log in"
    a

Nylas

3 Steps
4

Enter your password, or sign in with Google

Once signed in, it will take you back to Jules AI. You can also do it with Outlook.

Enter your password, or sign in with Google
5

Click on "External comm."

You can do this from "Purchase", "Sale", "Trucks/Containers", "Shipments" pages

Click on "External comm."
6

Your email is now connected, you can compose, select a template, attach docs, and send

Your email is now connected, you can compose, select a template, attach docs, and send
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