Email Integration
Connect your email to automatically capture investment documents as they arrive in your inbox.
How It Works
- Connect your Gmail or Outlook account
- Configure filters to focus on relevant emails
- oklido syncs and extracts document attachments
- AI classifies each document automatically
- Documents appear in your oklido dashboard
Supported Providers
| Provider | OAuth | Attachments | Labels/Folders |
|---|---|---|---|
| Gmail | Yes | Yes | Yes |
| Outlook/Microsoft 365 | Yes | Yes | Yes |
Privacy & Security
Your email privacy is protected:
- OAuth 2.0 - We never see or store your password
- Read-only - We don't modify or delete your emails
- Attachments only - Email content is processed but not stored
- Encrypted - All data is encrypted in transit and at rest
- Revocable - Disconnect at any time from Settings
Email Sources by Plan
| Plan | Email Sources | Sync Frequency | Email History |
|---|---|---|---|
| Free | 1 | Every 24 hours | Last 30 days |
| Pro | 5 | Every 6 hours | Last 1 year |
| Family/Trust | 3 | Real-time | Unlimited |
| Enterprise | Unlimited | Real-time | Unlimited |
Each connected Gmail or Outlook account counts toward your email sources limit.
Filtering Options
By Sender
Only capture emails from specific addresses:
*@investmentfirm.com
reports@mybank.com
statements@custodian.co.uk
Use wildcards (*) to match entire domains.
By Label (Gmail)
Sync only emails with specific Gmail labels:
Investments
Finance/Reports
Important
By Folder (Outlook)
Sync only emails from specific folders:
Inbox/Investments
Archive/Financial
Attachments Only
Enable to skip emails without attachments.
Apple Mail Drop Support
oklido supports Apple Mail Drop links for large attachments:
- Automatically detects Mail Drop links in emails
- Downloads files from iCloud
- Processes attachments up to 5GB
Troubleshooting
Emails Not Appearing?
- Check your connection in Settings → Email Sources
- Verify your filters aren't too restrictive
- Allow time for sync (especially on Free plan)
- Check if the email has supported attachments
Duplicate Documents?
- oklido deduplicates based on file hash
- Same file from different emails = one document
- Edit notification preferences in Settings
Connection Errors?
- Try disconnecting and reconnecting
- Clear browser cookies and try again
- Check Google/Microsoft account permissions
- Contact support if issues persist