Adding Archie to a Gmail inbox

Archie, our financial AI assistant, requires access to your invoices/accounts mailbox to process them seamlessly. To ensure this, his email address needs to be integrated into your email system in one of the following ways.

For a Shared Mailbox :

Step 1: Access Google Admin Console

• Open your web browser and go to admin.google.com.
• Log in with your administrator account.

Step 2: Navigate to Groups

• In the Admin Console dashboard, find and click on the "Groups" section.

Step 3: Select the Shared Mailbox

• In the Groups section, find the Accounts/Invoices mailbox (group) you want to add the email address to and click on it. 

Step 4: Add Archie to the Group

• Once you are in the group settings, go to the "Members" tab.
• Click on "Add members" or a similar option.
• In the dialog that appears, enter Archie's email address (We will generate this email address on our end and provide you).
• Confirm by clicking "Add" or "Save".

Step 6: Confirm Addition

• The email address should now appear in the list of members of the shared mailbox.
• Verify that the new member has been added correctly.

You have successfully added Archie to your Accounts/Invoices mailbox in Gmail. Archie should now be able to access all the emails landing in the shared mailbox to process the invoices.

For An Individual Mailbox :

Step 1: Open Gmail Settings

• Open Gmail and sign in to your account.
• Click the gear icon (⚙️) in the top right corner and select "See all settings."

Step 2: Access Filters and Blocked Addresses

• Click the gear icon in the upper right corner to open the Settings menu.
• Go to the Filters and Blocked Addresses tab.
• Click on Create a new filter.

Step 3: Set Filter Criteria and choose filter actions

• In the filter creation window, specify the criteria for the emails you want to forward.
• Once you have set your criteria, click on Create filter. 
• Check the box next to Forward it to.
• Enter the Archie email address where you want to forward the emails (We will generate this email address on our end and provide you).
  
  Note: Follow the prompts to add and verify a forwarding address:
  • Go to Settings > Forwarding and POP/IMAP tab.
  • Click on Add a forwarding address.
  • Enter the email address and follow the verification steps.

Step 4: Create the Filter 

• After entering the forwarding address, ensure any other desired actions are selected (e.g., Skip the Inbox, Mark as read, etc.).
• Click on Create filter.

You have successfully setup a forwarding rule on your Accounts/Invoices mailbox in Gmail. Archie should now be able to access all the emails landing in the Accounts/Invoices mailbox to process the invoices.