Email & CalendarGmail · Outlook
Connect your email and calendar. Know your business on day one.
Dopia reads the conversations you are already having and turns them into the people, companies and deals behind them — then keeps every one current, without anyone logging a thing.
One connection · mail and calendar · nothing to import
37
Companies
214
People
6
Open deals
5
Meetings this week
Today
Nothing typed in · nothing imported
01Staying current
Your business does not hold still.
Most CRMs are a snapshot of the day someone last tidied them. Google and Microsoft tell Dopia the moment mail or an invite moves, so a reply from two minutes ago is already on the record — and sent mail flows in the same way, so a thread carries both halves.
02What gets in
It knows what not to capture.
A CRM that swallows every address in your inbox is one you stop trusting by Friday. Here is a real month, and where each message ended up.
Turned away at the door
- Newsletters, receipts, notifications
- Judged by their own headers
- Never stored at all
Stored and linked. No record.
- support@ and other role accounts
- Anything sent to 20+ people
- Cold inbound you never answered
- Your own colleagues
Becomes a record
- You wrote to them, or
- you sat in a meeting with them
- Free-mail senders: person, no company
The rule is reciprocity: you wrote to them, or you sat in a meeting with them. Everything that does not clear it is still stored, searchable and attached to the right deal — it simply does not get to invent a relationship you do not have.
03The second lap
Six deals you had forgotten you still had.
Once the people and companies exist, Dopia walks the imported history again — the last twelve months — company by company, asking a plainer question: was this a deal? The ones still alive come back as deals, with the mail that proves it.
- Stage
- Proposal
- Source
- Outbound
- Owner
- You
- Value
- — no email ever named one
- Evidence
- 7 messages, Mar → Jun
Dopia never invents an amount. A deal carries a number only when an email said one — so nothing fictional reaches your forecast.
04The other half
Email says what was said. The calendar says who was worth an hour.
A year of meetings files itself against the people who were actually in them, and the next ninety days stay pulled — reschedules, cancellations and join links included.
Acme — pricing with the CFO
Bradley, Claire +1
Priya — weekly 1:1
internal
Lumen Labs — Q4 budget
moved from Tuesday
Acme — technical deep dive
Bradley, Claire +2
All-hands
internal
05Who sees what
Your inbox is still yours.
Connecting a personal mailbox to a shared workspace usually means handing over the whole inbox. Dopia asks first, starts at private, and enforces your answer in the permission layer rather than in the interface. One email, four teammates:
YToday 09:14YToday 09:14Re: pilot scope — pushing the security review
YToday 09:14Re: pilot scope — pushing the security review
“Security review has to clear before finance signs anything — can you send the summary today?”
security-review.pdfChosen at connect · changeable under Settings → Connections · a hidden email stays hidden in search, on records and in previews alike
06Show your work
Every judgment shows its sources. You can take one back.
The mail behind a judgment stays behind your sharing setting; the judgment itself is shared with everyone who can open the deal. So the deal memory footnotes itself — and pulling a source out rewrites what it was holding up.
Now
Bradley wants the flat tier in front of his CFO before Thursday1, and the ball is in your court on both the seat tiers and the security summary2. Security review has to clear before finance signs2; the technical side is settled3.
A colleague believes Acme’s ops lead is the real blocker on rollout4.
rewritten without source 4
Sources
- 1“Looping in our CFO on pricing.”Email · Aug 4Remove
- 2Acme demo call — 32 minCall recording · today, 14:06Remove
- 3Acme — technical deep diveMeeting · Jul 30Remove
- 4A private note from a colleagueEmail · Jul 2 · removed by youRemoved
- 5A source you don’t have access toEmail · —
Removing a source takes it off the deal and out of everything written from it — and the next rewrite does not count it again.
Questions, answered
Which providers does Dopia work with?
Gmail with Google Calendar, and Outlook with Microsoft 365. One authorization covers both halves — you connect a mailbox and the calendar comes with it. Dopia asks only for read and send; it never relabels, files or deletes anything in your mailbox.
How far back does it go, and how fast does new mail arrive?
Twelve months of mail and twelve months of meetings are read the moment you connect, and the next ninety days of calendar stay pulled from there. After that, Google and Microsoft notify Dopia the moment something moves, so a reply from two minutes ago is already on the record — no nightly sync, no refresh button.
Does everything in my inbox become a CRM record?
No, and that is the point. The rule is reciprocity: someone becomes a record when you have written to them or sat in a meeting with them. Newsletters and receipts are turned away by their headers before anything is stored. Support aliases never become people, free-mail addresses never become companies, your own colleagues are skipped, and mail to twenty or more people creates nothing. The rest is stored, searchable and linked to the right deal — it just does not invent a relationship you do not have.
Will Dopia send email as me?
Nothing leaves your name without you approving it. Mail arriving is read, filed and linked to the deal it belongs to — that half runs on its own. Sending is a separate, deliberate step: an outbound draft always reaches you as an approval card first, and you can edit it before it goes.
Can my teammates read my email?
Only as much as you allow. Right after you connect you pick one of four tiers — don’t share (the default), metadata only, subject line and metadata, or full access — and the choice rewrites the underlying access grants, so a hidden email stays hidden in search, on records and in previews alike. Change it any time under Settings → Connections. One nuance worth knowing: an email attached to a deal is read when writing that deal’s memory, which is shared with anyone who can open the deal. You can see every source that memory used, and remove one.
What happens if I disconnect?
The mailbox and its calendar are deleted outright — every stored message, thread, attachment and imported meeting goes with them, and on Gmail the token is revoked at Google. The contacts, companies and deals that were built stay in your CRM; the correspondence behind them does not linger.
You have already done the work. Dopia just writes it down.
Connect Gmail or Outlook and come back in a few minutes to a workspace that knows who you have been talking to, what you owe them, and what is on for today.
Gmail · Outlook · free to start