What is the email integration?
The email integration lets you sync emails between your mailbox and your clients in Marloo. Once connected, Marloo automatically matches emails to the right client based on their email address and makes them available as context across the platform — including Ask Marloo, document generation, and client summaries.
Syncing emails
Once you enable the integration, Marloo will automatically sync new emails as they arrive. To import older emails, head to a client's Emails tab and use the Import past emails button to backfill their email history. This is done per client, so you can choose which clients to backfill.
How does email privacy work?
Your emails default to private. This means only you can see them — they won't appear to your team or be included in AI-generated summaries.
For each client, you can choose to share your emails by changing the privacy setting on that client's Emails tab. This is an opt-in choice you make independently per client.
When does an email become visible to the team?
An email becomes shared when at least one person who received that email (and has the email integration enabled) sets their privacy to Shared for that client.
For example:
You and a colleague both received an email from a client.
Your privacy is set to Private, and your colleague's is set to Shared
Because your colleague has shared, that email is now visible to the whole team and included in AI context like client summaries and Ask Marloo.
If nobody who received the email has opted to share, it stays private and is excluded from team views and AI summaries entirely.
What can you always see?
Regardless of sharing settings, you can always see emails that are in your own mailbox — even if your privacy is set to Private. The privacy setting only controls whether *other team members* and *AI features* can access those emails for that client.
Changing your privacy setting
On any client's Emails tab, use the privacy dropdown to switch between Private and Shared. This applies to all of your emails with that client — past and future. You can change it at any time.