Configuration
The Configuration tab is the command center of Email Automator. Here, you connect your email providers, define your AI’s behavior, and set up the rules that drive automation.
📧 Email Accounts (BYOK)
Email Automator follows a “Bring Your Own Key” (BYOK) model. You provide your own OAuth credentials, ensuring that your data access remains entirely under your control.
🔴 Gmail Setup (OAuth 2.0)
- Google Cloud Console: Create a project and enable the Gmail API.
- Consent Screen: Configure the OAuth consent screen and add your email as a Test User.
- Credentials: Create an OAuth 2.0 Client ID (Type: Web Application).
- Authorized Redirect URI:
https://<your-project-ref>.supabase.co/functions/v1/auth-gmail/callback
- Connect: In Email Automator, click Connect Gmail.
- Authorize: Paste your Client ID and Secret (or upload the JSON), then follow the link to authorize your account.
🔵 Outlook Setup (Device Code)
- Azure Portal: Register a new application in App Registrations.
- Account Type: Select “Accounts in any organizational directory and personal Microsoft accounts”.
- Authentication: Ensure “Allow public client flows” is set to Yes.
- Connect: In Email Automator, click Connect Outlook and enter your Client ID.
- Authorize: Follow the Device Code prompt in your browser to complete the sign-in.
📅 Sync Scope & Limits
Before starting your first sync, configure the boundaries to ensure performance and cost-efficiency:
- Sync From: Choose the starting date (e.g., “From Now” or a specific historical date).
- Max Emails: Set the maximum number of emails to process in a single batch (Default: 50).
- Sync Interval: Define how often the background scheduler should check for new mail (e.g., every 15 minutes).
[!TIP]
Start Small: For your first run, we recommend setting “Sync From” to “Now” and “Max Emails” to 10-20 to verify your rules are working as expected.
🤖 Automation & Auto-Pilot
Management of your AI’s behavior—including building custom rules, toggling system automations, and setting retention policies—has been consolidated into the Auto-Pilot tab.
🧠 AI & System Settings
Provider Configuration
Email Automator detects available models via RealTimeX Desktop.
- LLM Provider: Choose your preferred AI engine (e.g., OpenAI, Anthropic, or local models).
- Embedding Model: Used for the RAG (Retrieval-Augmented Generation) system to help the AI understand your specific context.
Voice & Accessibility (TTS)
Enable Text-to-Speech to have the AI read summaries or important alerts aloud.
- Auto-Speak: Automatically read high-priority notifications.
- Voice Profile: Choose from various high-quality voices available through RealTimeX.
Next Step: Monitoring the Dashboard