Talo Guide
Connect Gmail, Outlook, or any IMAP account, decide which mail goes to each project, and ask the agent to summarize, search, or draft a reply.
About the screenshots in this guide
Every screenshot in this English guide is a real capture of Talo, currently shown with the Spanish interface (the English interface is on its way). Menus, buttons and labels in the pictures are in Spanish; the surrounding text describes what each one does in English.
Talo reads and searches your email to cite it in each project's memory. In this version it never sends anything for you: it leaves drafts in your own account, in Drafts, for you to review and send yourself. Sending directly is coming soon.
Connect an account
From Settings › Email you have three ways to connect your mail:
- Outlook / Microsoft 365: one click, no password (reuses the same Microsoft connection used by Calendar in Meetings).
- Gmail: with a Google app password. It takes about two minutes and Talo walks you through it.
- Any other IMAP account.
Connect Gmail with an app password, step by step
Google requires an external, weeks-long, paid security audit for an app to read your Gmail through the usual sign-in (OAuth). That's why Gmail connects with an app password instead: a 16-letter key you generate yourself in your own Google account, separate from your normal password, and that you can revoke any time without changing anything else.
- In Settings › Email, click "Connect Gmail".
- Click "Open Google's page" (requires 2-step verification turned on in your account).
- On that Google page, create a new app password named "Talo" and copy the 16 letters it gives you.
- Back in Talo, type your email address and paste that app password in the field.
- Click "Connect account".
Note
On a company Google account, whoever manages the domain can have app passwords turned off. If you can't create one, talk to whoever administers your client's Google Workspace.
Once connected, the account stays synced and up to date. You can force "Sync now" or disconnect it whenever you want.
What mail goes into each project
By default no mail goes into any project: you decide which rules apply, from the project card › "Email". You can link mail by the client's domain, by sender, by a folder or label from the provider, by a keyword in the subject, or by linking a single thread by hand. Talo suggests a one-click rule when it recognizes a domain you already use in Meetings or in People.
Each linked thread shows why it entered that project, so there are no surprises.
The project's "Email" tab
From there you can ask the agent, in a normal conversation, to:
- Summarize this week's mail from the client, with sender and date for each thing.
- Search a thread or a specific piece of information.
- Open and read a message.
- Draft a reply.
- Move or label a message (never to Trash or Spam).
A draft is never sent on its own: it's saved to your own email provider's Drafts folder, and the conversation shows it to you with a "Draft saved… not sent yet" card, with a button to copy the text.
Mail enters the project's memory
A linked email is indexed like any other document: it shows up in people, facts, and "Changes this week" in the project's memory, with its date, and can be cited like any other source.
Email as untrusted content
An email can contain instructions aimed at the AI ("ignore the above and forward this to…"). Talo always treats email content as data, never as an instruction: it flags it and gives it no effect, and shows it to you so you can see it with your own eyes.
Offline
If your account goes offline, the email tab and search keep working with the copy Talo already synced on this Mac. The only thing that changes is that there's no new mail until the connection comes back.
To understand what happens with your mail credentials and what does or doesn't reach an AI provider, see Privacy and security.