What Gmail sync does
Once connected, Hedwig monitors your inbox for emails that contain financial documents or business-relevant attachments. Specifically:- Client and project matching — Hedwig matches incoming email threads to existing clients and projects in your workspace based on sender email addresses and domain. Threads from known clients are linked automatically.
- AI thread summaries — Each synced thread gets a one-to-two sentence summary generated by Hedwig’s AI assistant, focused on what action (if any) is required from you.
- Attachment detection and storage — PDF and image attachments that look like invoices or contracts are automatically stored in your workspace. Hedwig uses AI vision to extract key fields: invoice number, issuer, amount, currency, issue date, and due date.
- Document type detection — Hedwig identifies whether an email or attachment contains an invoice, contract, receipt, or proposal, and tags it accordingly so you can filter your inbox by type.
Hedwig only reads emails — it never sends emails on your behalf. The Gmail connection is read-only, and your email content is used solely to match and summarize threads within your workspace.
What gets synced
Hedwig syncs inbox threads that match at least one of the following criteria:- The email has a PDF, Word, or similar document attachment with a filename containing words like “invoice”, “contract”, “agreement”, or “proposal”
- The subject line or email snippet indicates a payment request, contract, or financial document
How to connect Gmail
1
Open Settings
In Hedwig, navigate to Settings from the main menu or sidebar.
2
Go to Workspace integrations
Scroll down to the Workspace integrations section. You will see Gmail listed with a “Not connected” status.
3
Connect Gmail
Click Connect next to Gmail. You will be redirected to Google’s sign-in page.
4
Authorize Hedwig
Sign in with the Google account you want to connect and grant Hedwig read-only access to your Gmail. You will be returned to Hedwig automatically once authorization is complete.
5
Wait for initial sync
Hedwig immediately begins syncing your inbox in the background. Your first batch of matched threads will appear in the Magic Inbox within a few minutes.
Reviewing synced threads
After sync, matched threads appear in the Magic Inbox inside your workspace. Each thread shows:- The sender name and email
- The AI-generated summary
- Any detected invoice amount, currency, and due date
- The matched client or project (if one was found)
- A tag for document type (invoice, contract, receipt, proposal)
Manually refreshing
Hedwig syncs automatically in the background. If you want to force a refresh immediately — for example, after receiving a new invoice — go to Settings → Workspace integrations, then click Refresh.How to disconnect Gmail
1
Open Settings
Navigate to Settings in your Hedwig workspace.
2
Find the Gmail integration
Scroll to Workspace integrations and find the Gmail row.
3
Disconnect
Click Disconnect. Hedwig will immediately revoke its access to your Gmail account. Previously synced thread data remains in your workspace until you delete it.