From a connected mailbox to a considered next step.
What happens when you start, what TaskFieldAI records, and what to do when the record is incomplete. Written for the current Gmail beta.
What happens after you start
Start with a walkthrough, or sign in with Google
We recommend starting with a walkthrough on an example: email the founder. You can also sign in with Google directly; the beta has not yet been verified for every account type.
Review the permissions
Google shows what TaskFieldAI is asking for: your basic profile, the Gmail modify permission (reading, composing and sending mail) and read-only calendar events. Nothing else.
Import
Recent mail is imported, back as far as your plan's history window. Import runs in stages and can be incomplete; the app shows sync status. Gmail import fetches and stores message content, including personal messages; professional filtering happens after ingestion.
Review what it found
As messages are processed, commitments, possible changes and relationship context appear — each tied to the messages it came from. 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.
Decide the next step
Ask a question, reply with the source beside you, or review a suggested draft. New accounts start in Observer mode, which sends nothing.
How sources work
TaskFieldAI turns important parts of your email into short, dated statements — a fact, a preference, a commitment or an event — and keeps a link from each one back to the message it came from. That record is what findings, answers and drafts are built on.
- Every statement has a source. The message and date it came from, so you can check it.
- Repeats are merged. The same fact in five emails becomes one statement with more support, not five.
- Conflicts are not merged. “Net-30” and “Net-60” look similar to a machine; they are kept apart and shown as a possible change rather than quietly combined.
- Search is by meaning. “Payment schedule” can find “invoice terms”, so you don't need the exact words.
The record is only as complete as what synchronized. A missing email, a call nobody wrote up or a decision made in chat will not be in it. An empty result is not proof that nothing needs attention.
When something goes wrong
- Google access expires or is revoked. Import stops; reconnect from Settings.
- An AI provider is unavailable. Analysis waits and retries rather than substituting a guess from a different model.
- Something looks wrong. Dismiss the item, check its source, and tell us at support@taskfieldai.com.
- You want to stop. Disconnect the account or delete your TaskFieldAI account in Settings, and revoke access from your Google Account.
Start with an example.
We'll walk through the current product on an illustrative thread before you decide whether to connect a mailbox.
An example or walkthrough comes first. Share private records only through an agreed, appropriate process.