Guides

Email Management

Connect your email and manage your inbox

Automate incoming email

Link incoming shared-inbox conversations to a client or assign them to a teammate or Tidyflow Agent. Review matches before linking existing emails.
Connect an email account via IMAP

Connect iCloud, Fastmail, Yahoo, or a self-hosted mailbox to Tidyflow using IMAP and SMTP.
Connect your email account

Bring your firm's email into Tidyflow by connecting Gmail, Microsoft 365, or any other mailbox via IMAP.
Find and organize client emails

Find conversations on a client or contact, filter by mailbox and label, and link email to the right client or Job.
How the shared team inbox works

How a shared mailbox works as a team queue, how threads get assigned and pinned to your Inbox, and how labels, moving, Archive, Close, and Snooze work.