Operators / first run
Getting started
A workspace is useful only when its state is visible. Complete these steps in order; each one leaves a fact you can inspect before moving on.
Human events stay human. Google sign-in, Gmail OAuth consent, MFA, mailbox permissions, and billing are completed by the owner in the console.
1. Create the workspace
Open Create workspace ↗, confirm the owner account, and verify the workspace name before connecting anything.
2. Connect a Google mailbox
- Open Mailboxes and select Connect Google mailbox.
- Complete Google consent in the same browser session. Confirm the sender address and provider status.
- Check connection, sending identity, suppression, and provider limits before continuing.
3. Add and review leads
Import a small, consented list or add leads with their source and freshness. Resolve duplicate, suppression, and missing-field states before a campaign.
4. Prepare, then approve
Create a campaign brief with audience, objective, claims, sender, and stop conditions. Preview the sequence. An owner or admin approves only the exact artifact shown.
5. Follow the receipt
After an action, open Activity and record the operation id, status, timestamps, and next owner. The receipt—not a green button—is evidence.