Gmail.
Inboxes matched to clients, plain-English summaries, branded replies, email → task — and invoice emails sent from your own address.
How it connects
- 1
New email
from mike@halcyon.co
- 2
Matched to the client
Halcyon Labs
- 3
Summarized by AI
what you owe, what you're waiting on
- 4
One click → ClickUp task
linked back to the thread
Integrations
Gmail
Gmail
Correspondence
New email
from mike@halcyon.co
Matched to the client
Halcyon Labs
Summarized by AI
what you owe, what you're waiting on
One click → ClickUp task
linked back to the thread
Live simulation · illustrative data
And here's what you see.
Gmail, inside the portal — no tab switching.
Comms
Correspondence
Mike Chen · Halcyon
You oweRe: data import
Dana Price · Northwind
NewFonts attached
Re: data import
Mike Chen · 9:41 AM
In plain English
Mike wants the import done before the board meeting on the 20th.
You owe: a firm date
Waiting on: the CSV from IT
Our board meets on the 20th…
task created — linked back to the thread
Portal features it powers
Running in real builds
More in email, calendar & messaging.
All integrations →Google Calendar
Today's schedule, upcoming calls and the Planner's free time — per person.
Microsoft Graph / Outlook
Outlook mail and calendar for a Microsoft shop; a 6 AM dashboard delivered as email.
Resend
Sign-in codes, branded notifications and executive reports, with delivery webhooks.
Slack
Real-time alerts when a lead lands and when a data source fails.
Put Gmail to work.
Thirty minutes to map what should happen automatically — and what your team should never have to retype again.