Gmail Setup Guide

Connect your Gmail account to automatically capture investment documents.

Prerequisites

• An oklido account
• A Gmail account (personal or Google Workspace)
• Available email source slot (check your plan limits)

Step 1: Navigate to Email Sources

1. Log in to oklido at oklido.com
2. Go to Settings (gear icon in sidebar)
3. Click "Email Sources"

Step 2: Start Gmail Connection

1. Click "Add Email Source"
2. Select "Gmail"
3. You'll be redirected to Google

Step 3: Sign In to Google

1. Choose your Google account (or sign in)
2. If you have multiple accounts, select the one you want to connect

Step 4: Grant Permissions

Google will ask you to grant oklido access. We request:

Click "Allow" to grant permissions.

Privacy Note: We only read emails to extract attachments. We don't store email content, and emails remain in your inbox.

Step 5: Configure Sync Options

After connecting, configure your preferences:

Filter by Sender (Recommended)

Enter email addresses or domains to sync:

*@investmentfirm.com
reports@mybank.com
statements@custodian.co.uk

Tip: Use *@domain.com to match all emails from a domain.

Filter by Label

Only sync emails with specific Gmail labels:

1. Create labels in Gmail for investment emails
2. Enter label names in oklido
3. Only emails with these labels will sync

Attachments Only

Enable this to only process emails that have file attachments.

Sync History

Choose how far back to sync:

Step 6: Save and Sync

1. Click "Save"
2. Initial sync begins automatically
3. This may take a few minutes depending on email volume

Verifying the Connection

After setup:

1. Go to Documents
2. You should see documents from your Gmail
3. Check Sources to see sync status

Managing Your Gmail Connection

Editing Settings

1. Go to Settings → Email Sources
2. Find your Gmail source
3. Click "Edit"
4. Update settings and save

Disconnecting Gmail

1. Go to Settings → Email Sources
2. Find your Gmail source
3. Click "Disconnect"
4. Confirm disconnection

Note: Disconnecting removes the connection but keeps previously synced documents.

Revoking Access in Google

You can also revoke access from Google:

1. Go to myaccount.google.com/permissions
2. Find oklido in the list
3. Click "Remove Access"

Troubleshooting

"Access Denied" Error

• Ensure you're signing in with the correct Google account
• Clear browser cookies and try again
• Check if your organization restricts third-party app access

Emails Not Syncing

1. Check your filters aren't too restrictive
2. Verify the connection is active in Settings
3. Allow time for sync (especially on Free plan)
4. Try disconnecting and reconnecting

Missing Attachments

• Only supported file types are extracted (PDF, DOC, XLS, etc.)
• Very large files may be skipped on lower plans
• Encrypted attachments cannot be processed

Sync Delays

Still having issues? Contact support@oklido.com