Gmelius 101
Updated
by Gmelius
Welcome to Gmelius, the first collaboration platform designed for Google Workspace (formerly G Suite) and your company's daily tools. This guide will walk you through all the core concepts and get you up and running in no time.
Setup
To start collaborating in no time with your team, Gmelius gives you 3 different options to choose from, depending on your business case.
Shared Inboxes
📥 Create your first shared inbox
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.
Kanban Boards
Turn your inbox into Kanban boards. Gmelius unique boards offer new ways to organise your work, distribute your workload and track everything visually from Gmail with your team. Gmelius synchronises your Gmail labels and Google calendars with your boards.
Shared Gmail Labels
🏷️ Share your first Gmail label
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.
Collaboration Basics
Team Management
Invite your teammates, and manage your users and their roles whenever you wish.
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.
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 of unnecessary email clutter. If you need a teammate to chime in, @mention their name: "@Justin any ideas?"
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.
Tags
Use tags to organize your inbox and signal your teammates to take certain actions.
Ticketing and Assignment
Every message in Gmelius should have an owner, so you know exactly who is working on what.
Key Integrations
Besides Gmail and Google Workspace (formerly G Suite), Gmelius offers unique 2-way integrations with your company's daily tools. Here are the top 2 used by the majority of Gmelians.
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.
Trello
Discover a unique two-way integration which 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.
Productivity Suite
Gmelius supercharges your inbox and helps you work faster and more efficiently with your team.
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.
Shared email templates
⚡ Create your first smart template
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.
Email tracking
How many times have you wondered what happened to an email after you sent it? Gmelius notifies you as soon as a message is opened or a link clicked thanks to a complete email tracking suite.
Workflow Automation
Plan: Growth and above.
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.
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, tag it with the 'billing' tag".
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 in autopilot, e.g. move an email to a team board, snooze an email.
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. You'll also get access to campaign performance reports.
Team Reports
Get detailed reports/analytics for your shared inboxes/labels that help you understand how your team is doing, your email volume and areas of improvement. The reports provide an overview of all the important metrics of your team and a breakdown of each metric at the individual team member level.
If you have questions along the way, email 💌success@gmelius.com
We'll be happy to help!
