Ascend Documentation

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Inbox Guide ​

The Inbox aggregates your emails and calendar events from connected providers (Google, Outlook), allowing you to triage, link, and turn them into actionable work items.

1. Accessing the Inbox ​

  1. Click Inbox in the sidebar.
  2. You’ll see a unified list of emails and calendar events.

2. Setting Up Sync ​

Before the inbox works, you must connect an account:

  1. Go to Settings > Integrations.
  2. Connect your Google or Outlook account.
  3. Once authorized, emails and events will start syncing automatically.
  4. Manual Refresh: Click the refresh button at the top of the inbox to force an immediate sync.

3. Triage Workflow ​

The Inbox uses a tab-based navigation to help you focus on what needs attention:

View Tabs ​

TabDescription
ActiveNew and linked items that need your attention (default view)
SnoozedItems you've deferred for later review
DoneCompleted items you've finished processing

Each tab shows a count of items, so you can quickly see how many items are in each state.

Triage States ​

Every item has a state that determines which tab it appears in:

  • New: The default state for incoming items. Appears in the Active tab.
  • Linked: Connected to a Page or Database Record. Appears in the Active tab.
  • Snoozed: Hidden until a scheduled date. Appears in the Snoozed tab.
  • Done: Completed items. Appears in the Done tab.

Changing States ​

  • Quick Actions: Hover over any item to see quick action buttons for snooze, link, and mark done.
  • Mark Done: Click the checkmark to move an item to the Done tab.
  • Snooze: Select a date/time. The item moves to the Snoozed tab and returns to Active when the snooze expires.
  • Detail View: Open an item to access additional triage options.

4. Converting to Work ​

The most powerful feature of the Inbox is quickly turning emails into Ascend content.

Quick Create Page ​

  1. Open an email.
  2. Click Create Page.
  3. A new page is created with the email subject as the title and body as the content.
  4. The email is automatically marked as Linked.

Quick Create Row ​

  1. Open an email.
  2. Select a target Database (e.g., "Tasks" or "Leads").
  3. Click Create Row.
  4. A new row is added to that database with the email details.

5. Linking to Existing Items ​

If a page or task already exists:

  1. Open the inbox item.
  2. Scroll to the Links section.
  3. Search for the existing Page or Row.
  4. Click Link.
  5. The inbox item is now connected and accessible from that page/row.

6. Filters & Search ​

  • View Tabs: Switch between Active, Snoozed, and Done to focus on different item states.
  • Provider: Filter by Google or Outlook.
  • Type: Show only Emails, Events, or items with Attachments.
  • State Filter: Additional filtering within the current tab view.
  • Search: Find items by subject, sender, or content.

7. Attachments ​

  • Click Download on any attachment to securely save it.
  • All attachments are scanned for viruses before download.

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