Adding your first account

Modified on Fri, 30 Dec 2022 at 04:52 PM

Step 1: Add your first email account

  • Click on left menu 'CONNECT YOUR EMAIL.

Add account

Step 2: Enter your email

  • First enter the name of the account which will be displayed in Automatic Email Manager, then enter your email.

    Note: the option 'Use the advanced mode to setup account' will skip the automatic settings detection.

  • If you use a Gmail address or an Office 365 address, Automatic Email Manager will open your browser to ask for modern authentification, that's why you don't need to enter the password.

Adding email

Step 3: If your email type is not detected you will have to specify manually

  • Choose the type of email account you want to use, by default and the best is IMAP4, which is the fastest with a robust connection type, all major email providers support this protocol.

Choose your email provider

Step 4: Specify manually your mail server

  • Enter the mail server, generally it is something like or

    Click on 'Test connection' to check the settings are good.

Emails settings

Step 5: Define the interval between each check

  • You can set Automatic Email Manager to check your email box at a specific hour or every x minutes, or manually (this method will check one time and set itself in pause mode).

    Note: you can use the advanced scheduler to define the days and time ranges you want the account will be checked.

Checking interval

Step 6: Set the scenarios you want to apply when new emails are received

  • It is the final step, just choose the scenarios you want to apply to the emails from this account. You can use same scenario to multiple accounts, so just click on 'Add a scenario', it will list all existing, just select the ones you want or create a new one.

    Note: If you want actions to copy or move you need to create a scenario with the action for each accounts, simply because these actions need the account connection to work, and these actions can't be shared in multiple accounts. (you need to create a new sce when copying or moving emails for each account).

Apply scenarios

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