Connecting accounts
Connecting accounts
Everything you connect lives in one place: Settings, Connections. Direct link: https://relegait.app/?view=settings§ion=spaces
You connect each account once. After that, Relegait keeps it up to date on its own.
Add a mail or chat account
- Open Settings, then Connections.
- Under Add a connection, choose Gmail, Outlook or Slack.
- Sign in on the page that opens and allow every permission. If a box is left unticked, the account can't connect.
You can also use Add an account at the bottom of the side menu, or More, then Add an account on a phone.
One Google account gives you its Gmail, its calendar and, if you want, Google Tasks. It counts as one account on your plan.
On the account's row in Connections:
- Mail: Reggie reads and sorts your Gmail.
- Calendar: its events show in Plan.
- To-dos: your to-dos are also kept in Google Tasks, both ways.
Turning on Calendar or To-dos takes you to Google once more to allow it.
Microsoft
One Microsoft account gives you Outlook mail, the Outlook calendar and, if you want, Microsoft To Do. It counts as one account on your plan. The same Mail, Calendar and To-dos switches apply.
Some work or school accounts need your IT admin's OK before any new app can connect. If you see "Your company doesn't allow new apps to connect to this account", ask whoever looks after the account to allow Relegait, or connect a personal account.
Slack
Connecting a Slack workspace lets Reggie read your channels, direct messages and group messages, and show them next to your mail. Reggie posts as you only when you ask or approve. Each workspace counts as one account.
QuickBooks
QuickBooks lets Reggie tell you who owes you money and notice payments coming in. It only reads; it never changes anything in QuickBooks. It doesn't count toward your account limit.
- Open Settings, then Connections.
- Under QuickBooks, choose Connect QuickBooks.
- Sign in to QuickBooks and allow access.
Once connected, Who owes you lists unpaid invoices. In a shared company space, only the space's owner can connect QuickBooks.
How many accounts you can connect
Free and Starter allow 2 accounts in all. Basic allows up to 5 per space. Business has no limit. See Plans and limits.
How often mail is read
Under How often I read new mail and links in Connections, pick As it comes in, Every 15 minutes (the default), Every hour, or At set times. Choose Different for one account or link to set one account on its own.
To read everything right now, choose Check now in the Inbox.
Reconnect an account
If an account stops working, a banner says it "needs to be connected again". Choose Reconnect and sign in again. For QuickBooks, choose Sign in again.
Disconnect an account
- Open Settings, then Connections.
- On the account's row, choose Disconnect and confirm.
Disconnecting deletes the copies Relegait holds from that account and everything made from them, such as summaries and drafts. Things you chose to keep, such as a to-do or a note, stay. What is in your Google, Microsoft or Slack account itself is not touched.
Related pages
Still stuck? Ask Relegait Support.