Gmelius Starter Kit

Gmelius Updated by Gmelius

Welcome to Gmelius, the first collaboration and automation platform designed for Google Workspace (formerly G Suite) and your company's daily tools. This starter kit will walk you through all the core concepts and get you up and running in no time.

Love video learning 🎬 ? Get started at Gmelius University and complete our 101 course. In just 20 minutes, our team of friendly Gmelians will teach you all the basics. πŸš€

Setup

To start using Gmelius, you need to install the extension for Gmail and then create a workspace. Gmelius gives you 2 different types of workspace to choose from.

Shared Inboxes

Shared inboxes make it possible to manage group emails like support@, sales@, or any other team email right from Gmail or Slack. You can use shared inboxes to replace your help desk software, your Google Groups, or just simplify email management as a team.

Shared Gmail Labels

Share new or existing Gmail labels and synchronize conversations in real-time across teammates. Shared labels can be used for delegation, project management, account or client management, and to organize communication channels between teams at Gmelius.

Understanding the difference between shared inboxes vs. shared labels.Β 

Collaboration Basics

Notifications

Be notified when someone mentions you in a note, or a new conversation is assigned to you. Gmelius offers the most complete notification system in the market.

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Notes and @mentions

Add context to any conversation by adding notes to your emails in Gmail. These internal messages help your team work together behind-the-scenes without the need for unnecessary email clutter. If you need a teammate to chime in, @mention their name: "@Justin any ideas?"

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Ticketing and Assignment

Every message in Gmelius should have an owner, so you know exactly who is working on what.Β 

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Team Management

Invite your teammates, and manage your users and their roles whenever you wish.

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Email Sharing and Delegation

Delegate emails from your individual inbox to any member of your team. You just have to select their name on your assignment drop-down list, and the conversation automatically syncs into their inbox.

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Tags

Use tags to organize your inbox and signal your teammates to take certain actions.

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Productivity Suite

Gmelius supercharges your Gmail inbox and helps you work faster and more efficiently with your team.Β 

πŸ“… Meeting scheduler

Schedule meetings without the back-and-forth emails right from your Gmail inbox. Gmelius meeting scheduler integrates with Google Calendar, Google Meet, and Zoom.

⚑ Email templates

Turn your most effective and repetitive emails into Gmail templates you can personalize and share them with your team. You'll save hours on copy-pasting and editing emails by inserting templates in seconds.

Workflow Automation

If you've mastered the basics already, now it's high time to get more out of Gmelius. Let your team focus on what matters by automating your company's daily processes with "If this - Then that" workflow automation rules. Automatically assign email conversations based on your agents' load, send email autoresponders, apply SLA policies, add labels, and more.

πŸ€– Rules

"if this, then that" automation for your Gmelius shared inboxes and labels. Set up triggers and actions for your repetitive workflows, like "for each new conversation", where the email subject line contains invoice,Β tag it with the "Billing" tag. Gmelius rules also support Round Robin assignments.

πŸ€“ Sequences

Used for sales outreach or any other outbound workflow automation, sequences allow you to send highly personalized emails to single or multiple recipients (via Campaigns). The automation is not limited to email follow-ups; you can easily add stages that allow you to put your processes on autopilot, e.g., move an email to a team board, add a note, assign the conversation to a teammate, snooze an email.

πŸ‘₯ Campaigns

Send personalized emails to entire contact lists at the date and time of your choosing. This power feature supports both single-stage blasts and multi-stage cadences.Β  You'll also get access to campaign performance reports.

πŸ“Š Team Reports or Analytics

Get detailed reports and analytics for your different workspaces that help you understand how your team is doing, your email volume, and areas of improvement. The reports provide an overview of your team's important metrics and a breakdown of each metric at the individual team member level.

Learn more about reports

Key Integrations

Besides Gmail, Gmelius offers unique 2-way integrations with your company's daily tools. Here are the most popular integrations across Gmelians.

Trello

Discover a unique two-way integration that allows your teams to work indifferently from Gmail or Trello while speeding up their processes. Email conversations are synced with Trello, and Trello-based projects can be managed directly from Gmail.

Slack

Let your teams collaborate better with our unique two-way integration linking Gmail and Slack. Unify team collaboration and remove silos by synchronizing your teams' communications no matter which tool each teammate prefers to work from, Gmail or Slack.

Zapier

ZapierΒ lets you connect Gmelius to thousands of other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build powerful workflows between apps that otherwise wouldn't be possible.

Book your 1:1 onboarding session

Fill out the short form below and get directly in touch with a Gmelius Product Coach who will help you set Gmelius up according to your needs and requirements. It's free.

If you have questions along the way, email πŸ’Œsuccess@gmelius.com. We'll be happy to help!Β 

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