This is a tutorial for Stax.ai™ Administrators. If you are not a team admin, contact your administrator to set this up for you.
Stax.ai™ is currently undergoing a detailed security assessment process with Google in order to allow our users to connect their Google accounts without making any changes on their part. In the mean time, you can follow the instruction below:
If you or your organization uses a Gmail or GSuite account, you may need to explicitly enable access for Stax.ai™ bots to check your e-mail periodically. In order for Stax.ai™ to automate your email document workflow, it needs access to your email. However, Gmail gets suspicious when your account is accessed by bots.
Even though Stax.ai™ communicates only through secure TLS-encrypted protocols and accesses your files and data through a Virtual Private Network (VPN), Google considers any app that uses bots to access your email as a Less Secure App (LSA). Fortunately, you can still allowStax.ai™ to access your emails by LSA Access in your Google Account Settings by following the steps below.
Scroll to the bottom to see exactly what Stax.ai™ does with your Google data.
Enabling LSA Access in your Google Account
Click on Manage your Google Account to enter your account settings page.
You will be directed to a new page.
On the navigation bar on the left side of the page, click on the Security tab to enter the security preferences page.
Scroll down to see the section called Less secure app access.
Click on Turn on access. Google does not recommend this, but it is currently the only way Stax bots can access your Gmail account.
Click on the switch on the bottom-right corner to set Allow less secure apps to ON.
You Google account is setup!
Connecting your Google mail account to Stax.ai™
Login to Stax.ai™. Click on the user-icon on the top-right corner and select Manage Team Settings.
Click on Inbound Email on the left-side navigation bar.
Next to the Email Accounts header, click on + Add new account.
Click on Gmail / GSuite on the far-left side.
Scroll down to the bottom and click on Connect Google Account.
You will be taken through the Google Authentication Pop-up which asks you to either select an account you're already logged in to, or log in to a Google account. Once you select your account, it will be automatically added to Stax.ai™, and the bots will start bringing your Google email into Stax.ai™ for you!
When you receive a new email with attachments, Stax.ai™ bots (automation software) download the attachments into your Stax.ai™ account. The bots then processes your attachments (extracts text, indexes, sorts, and triages) just like they would process a file you uploaded into Stax.ai™ directly. The attachment and extracted data are stored on Stax.ai™ servers for you to access and search through. Stax.ai™ also stores some meta data for the email such as the sender, and date/time the email was received. Access is granted only to you, and those you share it with.
If you explicitly enable the Auto-Archive functionality in the inbound email setting page, these emails will be moved to a folder called Stax within your Google mail account.
Stax.ai™ never sends emails on your behalf, or sells your data to any third parties.