What shows up on the Review page

Once your email is connected, your assistant reads new messages in the background and turns the ones that look like partner activity into suggestions. Those suggestions land on the Inbox Review page (sidebar → Inbox Review, titled Inbox Suggestions at the top) for you to accept or dismiss. The sidebar item only appears once you've connected a mailbox. Nothing is written to your network without your okay.

This article is a reference for every kind of suggestion you can see on that page, so you know what each one means and what accepting it does. If you spot something the assistant should be catching that isn't listed here, let us know.

How the page is organized

Suggestions are grouped by type so a busy day doesn't turn into a wall of mixed cards. Each group has a count badge, a colored icon, and a short label. The same labels appear as filter chips above the list so you can narrow the view to one type at a time.

Three tabs across the top split the list:

• Pending. Everything your assistant has surfaced that you haven't decided on yet. This is where you spend your time.
• Accepted. What you've already approved. Useful for double-checking a decision or finding the original email a record came from.
• Dismissed. What you said no to. Visible in case you change your mind or want to remember what you skipped.

Every card shows a one-line summary at the top, the partner it's tied to (if there is one), an evidence section with the key fields the assistant pulled, an optional quote from the email body, and a link to open the original message in Gmail.

The nine types of suggestions

New partner

Label on the page: New partner

You see this when someone you've been corresponding with looks like a potential referral partner but isn't in your network yet. The assistant picks this up from the email address, signature, and the shape of the conversation (introductions, referrals exchanged, professional context).

Accepting creates a partner record with whatever name, company, title, and contact details the assistant could pull from the email and the sender's signature.

Dismissing opens a small popover where you pick a reason: Not a real partner, Already in network, Don't want as partner, or Wrong info. You can also click Other... to type a short note, or Skip and dismiss to dismiss without labeling. The first three reasons teach the assistant to stop surfacing this sender, and after a few matching dismissals it learns to skip similar senders automatically.

Introduction sent

Label on the page: Introduction sent

You see this when one of your sent emails reads like you introduced two people to each other. Classic phrasings: "meet X", "I wanted to introduce you to Y", "looping in Z".

Accepting creates an introduction record on your Introductions page, attributed to you as the connector, with the two people identified and the context the assistant pulled from your message.

Dismissing opens the popover with: Not actually an intro, Already logged, Wrong people identified.

Introduction received

Label on the page: Introduction received

You see this when one of your received emails reads like someone introduced you to a new contact. Same phrasings as above, just on the receiving end.

Accepting creates an introduction record with the partner who introduced you as the connector and the new person as the introduced party. The new person is also added to your network if they aren't there already.

Dismissing offers the same three reasons as Introduction sent.

Referral sent

Label on the page: Referral sent

You see this when one of your sent emails looks like you handed a client (or a lead) to a partner. The assistant looks for service descriptions, contact handoffs, and explicit referral language.

Accepting creates a given referral on your Referrals page, pre-filled with the client's name, email or phone, the service or matter type, urgency, and an estimated value if the assistant could infer one.

Dismissing opens the popover with: Not a real client, Already logged, Wrong partner attribution.

Referral received

Label on the page: Referral received

You see this when one of your received emails looks like a partner sent you a client.

Accepting creates a received referral attributed to the sending partner, with the same client and service fields pre-filled.

Dismissing offers the same three reasons as Referral sent.

Partner detail

Label on the page: Partner detail

You see this when an email reveals a new fact about an existing partner: a new phone number in their signature, a job change mentioned in the body, an updated firm name, a switched email. The assistant only surfaces a detail if it's different from what your network already has on file.

The card shows the field name, the proposed new value, and whether accepting would fill an empty field or overwrite an existing one. A short quote from the email is included as evidence.

Accepting writes the change to the partner's record.

Dismissing opens the popover with: Info is wrong, Field shouldn't change, Already up to date.

Timeline note

Label on the page: Timeline note

You see this when an email mentions something personal or relationship-worthy about a partner that's worth remembering: a vacation they took, a life event, a milestone, a shared interest that came up. These are the little human details that make your next conversation warmer.

Accepting adds the note to that partner's timeline. (High-confidence notes are added to the timeline for you automatically and never reach this page; only the less certain ones show up here for your okay.)

Dismissing opens the popover with: Not an activity, Wrong partner, Already logged.

Status update

Label on the page: Status update

You see this when an email indicates a referral has moved forward. A "thanks, we signed them up" message tied to a referral you sent, a "the deal closed" reply from a partner, a "we couldn't help them" decline. The card shows the current status and the proposed new status as an arrow (Open → Won, Open → Lost). Your assistant matches the email to the right referral by the client's name or the client's company, so "we won the Acme deal" finds the Acme referral even when the message names the company rather than the person.

Accepting updates the referral's status and (if you're both on the app) syncs the change to the partner's mirrored referral.

Dismissing opens the popover with: Wrong status, Wrong referral, Status didn't really change.

Commission paid

Label on the page: Commission paid

You see this when an email reports that a referral fee changed hands: a partner writing "just sent your referral fee for the Smith matter", or you telling a partner "paid you the commission on the Acme deal". Your assistant matches it to a won referral by the client's name or company, and only surfaces one when that referral carries a commission that is still unpaid. The card names the client, shows whether the partner paid you or you paid them, includes any dollar amount from the message, and quotes the line that prompted it.

Accepting marks that referral's commission settled, stamps the date, and (if you're both on the app) tells your partner the payment moved. Undoing it puts the referral back the way it was.

Dismissing opens the popover with: Not a commission payment, Wrong referral, Not actually paid.

You only see this once your Commission Practice is set to Sometimes or Always. See Commissions and referral fees for the full picture.

What never reaches the Review page

This article covers what shows up. A few things are filtered out before they get here, so you don't have to dismiss them one by one:

• Marketing, newsletter, and automated mail. Calendar invites, OTP codes, receipts, "no-reply" senders, mailing-list traffic, and similar transactional messages are dropped by the prefilter before the classifier runs.
• Suggestions from senders you've taught to skip. When you dismiss something with Not a real partner, Not actually an intro, or similar suppression reasons more than once for the same sender, your assistant learns the pattern and stops surfacing that sender. You can see and undo those rules at Settings → Inbox rules.
• Duplicates of records you already have. If the assistant detects that the partner, introduction, or referral in question is already on your account, the candidate is silently merged into the existing record rather than queued as a new suggestion.

Bulk actions

In the Pending tab, each card has a checkbox, and every group has a Select all / Deselect all control in its header. Select a few cards and a blue sticky bar appears at the top with Accept selected and Dismiss selected buttons (each shows the count). Dismiss selected opens the same reason popover, but with two general reasons (Not relevant, Already logged) instead of the type-specific chips, since a bulk selection can span multiple types.

The Partner detail group is the one exception. Because a partner detail can either fill a blank field or replace an existing value, selecting cards in that group surfaces its own action row with Append (or Add to List) and Replace buttons alongside Dismiss, rather than the shared bar.

On the iOS app

The iOS app has its own version of this queue in the Review tab. Suggestions look the same and the accept/dismiss controls work the same way. The web Review page and the iOS Review tab read from the same list, so a card you accept on your phone in the car disappears from your laptop when you check it later.

If you ask your assistant by voice "what's new in my inbox" or "anything I need to review", it reads back the count of pending suggestions and offers to walk you through them one at a time. Saying "accept" or "skip" advances the queue without needing to tap.