How does TaskFieldAI access and store my emails?

Google sign-in asks you to grant mailbox permissions; TaskFieldAI does not receive your Google password. Gmail import fetches and stores message content, including personal messages: the most recent 90 days on Pro, with full message bodies. Professional filtering happens after ingestion. Relevant content is sent to OpenAI for analysis, drafts and search — in this pilot only for invited accounts, within daily limits. Groq is not used in this pilot release. Deleting your account removes your records, with the retention exceptions listed in the Privacy Policy. Access is not limited to when the browser is open.

Will it send email or change my calendar?

TaskFieldAI does not send email automatically in this version, whatever the Autopilot setting: drafts wait for your review, and an email is sent only when you send it yourself. TaskFieldAI's Calendar access is read-only, so it cannot create, change or delete events on your Google Calendar.

Help

Help with your account and connected data

Q: What can I connect today?

Gmail, through Google sign-in, as a beta. Google Calendar is connected read-only and its event coverage is still being verified. Slack, Microsoft Teams, HubSpot, Salesforce and Notion are in development and not available to customer accounts yet.

Find instructions for connecting an account, understanding a finding and managing your data.

Instructions last checked against the web app on 24 September 2026.

Connect Gmail

Go to taskfieldai.com/onboarding and choose Connect Gmail.
Sign in with Google and review the permissions: basic profile, Gmail (read, compose, send) and read-only calendar events.
Approve, and you return to TaskFieldAI.

What should happen: Your Google account appears as the connected account and import begins. Gmail import fetches and stores message content, including personal messages; professional filtering happens after ingestion.

If it doesn't: If you declined a permission or your session expired, start again from Connect Gmail. The beta has not been verified for every Google account type; if sign-in keeps failing, email support with the error and the time it happened.

Check sync status

Open Connectors in the app sidebar.
Look at the Gmail status. Use Sync now to request a fresh import.

What should happen: The status shows syncing, then the time of the last successful sync.

If it doesn't: A connection or permission grant does not confirm a successful import. Automatic background updates are still being verified end to end. Check the sync status in the app rather than assuming the latest mail has been processed. An empty result after a failed import is not an all-clear.

Understand and correct a finding

A finding about a changed date, term or responsibility lists the statements that differ and links to the source messages. Open the sources before acting: the record may be incomplete, or the change may have been agreed somewhere TaskFieldAI can't see.

What should happen: If a finding or commitment is wrong, choose Dismiss. If a commitment is delivered, mark it done.

If it doesn't: If something is consistently wrong, email support with the item's date and a description. Please don't paste private email bodies.

Review drafts and approvals

New accounts start in Observer mode, which does not send email or draft on its own. Modes that draft or send are paid-plan features and are a limited test.

What should happen: A draft is a suggestion. Nothing shown as a draft or preview has been sent.

If it doesn't: To stop automatic activity, open Autopilot in the app and set each category to Off.

Disconnect an account

Open Settings.
Next to the connected account, choose Unlink and confirm.

What should happen: No new mail syncs from that account. Data already imported stays in your records until you delete it.

If it doesn't: To remove TaskFieldAI's access at Google as well, revoke it from your Google Account's security settings.

Export your data

Open Settings.
Under Export your data, choose Export.

What should happen: A JSON download of your derived memories, contacts and email metadata. It is capped at 10,000 memories and 5,000 email records and does not include email bodies.

If it doesn't: If the download fails or you need something it doesn't include, email support.

Delete your account

Open Settings.
Under Delete account, choose Delete and confirm. This cannot be undone.

What should happen: Your account and the user-scoped data attached to it are removed. Three record types are retained, as described on the Security page.

If it doesn't: If deletion fails, or you want the retained records purged too, email support from the account's address.

Billing and cancellation

Open Settings and find Plan & billing.
Choose Manage subscription to update payment details or cancel.

What should happen: Paid features stay active until the end of the billing period, then the account moves to Free. Downgrading does not delete data.

If it doesn't: If you can't reach the billing page, email support. Refunds follow the Refund Policy.

Known limitations

Gmail is the only mail source, as a beta. Google Calendar is read-only and its coverage is still being verified. Slack, Microsoft Teams, HubSpot, Salesforce and Notion are in development. Background updates are still being verified end to end. TaskFieldAI is a web app and needs an internet connection; there is no desktop app or offline mode. It works on one person's mailbox.

What should happen: Anything not in synchronized Gmail is invisible to TaskFieldAI.

If it doesn't: If a limitation blocks you, tell us — it shapes what we build next.

Other places to look

Support: support@taskfieldai.com. Please don't send passwords, access tokens or private email bodies.