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Email history

The Email history tab shows the email threads between your connected Gmail account and a client, without leaving Astragal.

Who can do this: Team members set to View full client and property info or higher, with the Client communications switch on in their permissions. Your company needs a Gmail account connected first.

Also called: Gmail, email threads.

  1. Open the client and click the Email history tab.

    On a computer: Left menu → Clients On a phone: Bottom bar → Clients

    The tab shows how many email threads are on file. If Gmail isn’t connected, it says “Gmail isn’t connected yet” instead. See Connecting Gmail.

    The Email history tab listing a client's email threads

  2. Read the AI summary at the top for a quick picture of what you and the client have been emailing about. It appears once the threads have been summarised, with one line per thread.

    The AI summary of a client's emails

  3. Under Ask about this client’s email, just below the summary, type a question such as “Did they approve the quote we sent?” and click Ask. The answer comes only from this client’s emails.

    The Ask about this client's email box with a question typed in

  4. Below that, click a thread to open it and read every message in it, oldest first. Click it again to fold it away.

    An email thread opened to show its messages

Good to know

Section titled “Good to know”
  • When you open the tab, Astragal checks for new email if the last check was more than 30 minutes ago. Click Refresh to check now; new threads can take a moment to appear.
  • If the tab says “Gmail needs to be reconnected”, the Gmail account stopped sharing email. Reconnect it in Settings.
  • Texts and emails sent from Astragal itself are on the Messaging tab.
Section titled “Related articles”

Checked against Astragal on October 17, 2026