Inbox
Read, triage, and reply to your synced email — Primary and Other tabs, drafts, and safe link handling.
Overview
The Email page is a full inbox inside Aggrandize. Once you connect Outlook or Gmail, your mail syncs into a three-pane view: folders on the left, the thread list in the middle, and the conversation reader on the right.
Re: Riverpoint Tower — Phase 2 budget review
Hi team,
Quick note on the change-order — we should be able to lock in the steel pricing before the end of the month if we can confirm tonnage by Friday. I've attached the latest cost summary from the fabricator.
Phase 2 base bid is unchanged; the optional canopy alt is on a separate sheet pending the city's response on the parking deck variance.
— Devon Walsh
Principal, Northwind Architects
Because it lives next to your CRM data, the inbox can do things a plain mail client can't — link threads to deals, show which conversations are already attached to a deal, and sort your mail by what the sender is to your business.
Primary and Other
At the top of the Inbox thread list are two tabs: Primary and Other. They split your inbox by the sender's contact category so relationship mail doesn't drown in vendor noise:
- Primary — mail from clients, leads, subcontractors, internal teammates, and regulators. Senders who aren't in your contacts yet (or haven't been categorized) also land here, so nothing important slips past you.
- Other — mail from every other category: vendors, service providers, architects, and engineers, plus newsletters, notifications, and spam.
Top 10 RFPs this week
Your weekly roundup of the biggest public and private RFPs:
1. Boulder Civic Center — $14M renovation, bids due Jul 24
2. Mesa Industrial Park expansion — sitework + two tilt-up shells
3. Riverpoint Plaza tenant fitout — 40,000 sq ft, fast-track
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A few details worth knowing:
- On the Other tab, each row shows a small category chip (Vendor, Newsletter, Notification, …) so you can see why it was filed there.
- The tabs apply to the Inbox folder only — Sent, Drafts, Archive, and custom folders always show everything, and so does search.
- The split is driven by your contacts' categories, so it gets better as you categorize. The AI classifier can categorize your backlog in one pass — recategorizing a contact moves their mail between tabs automatically.
Drafts
Drafts are first-class in the inbox — you can see them, resume them, and send them without hunting through the Drafts folder.
While you compose, your work is saved automatically a moment after you stop typing — you'll see Saving… then Draft saved in the composer header. Drafts are stored in your email provider's own Drafts folder, so they're also there if you open Outlook or Gmail directly.
If you close the composer with unsaved changes, Aggrandize asks what to do instead of silently dropping your work:
Save this draft?
Keep it in your Drafts folder, or discard it.
In the thread list, a conversation with an unsent draft shows a small Draft marker so you can spot unfinished replies at a glance:
Re: Riverpoint Tower — Phase 2 budget review
Hi team,
Quick note on the change-order — we should be able to lock in the steel pricing before the end of the month if we can confirm tonnage by Friday. I've attached the latest cost summary from the fabricator.
Phase 2 base bid is unchanged; the optional canopy alt is on a separate sheet pending the city's response on the parking deck variance.
— Devon Walsh
Principal, Northwind Architects
Inside the conversation, the draft appears in place with a Draft badge — it reads clearly as not sent yet, never as the latest message. Click Edit draft to reopen it in the composer, finish it, and send, all without leaving the thread:
Re: Riverpoint Tower — Phase 2 budget review
Hi team,
Quick note on the change-order — we should be able to lock in the steel pricing before the end of the month if we can confirm tonnage by Friday. I've attached the latest cost summary from the fabricator.
Phase 2 base bid is unchanged; the optional canopy alt is on a separate sheet pending the city's response on the parking deck variance.
— Devon Walsh
Principal, Northwind Architects
Hi Devon,
Confirmed on tonnage — our estimator will have final numbers Thursday afternoon, so Friday works. Sending the summary sheet along once…
The AI assistant works the same way: when you ask it to draft a reply, the draft lands in the thread (and your Drafts folder) for you to review, edit, and send — the assistant never sends mail itself.
Link safety
Links in an email always open in a new tab, so you never lose your place in the inbox.
Before opening, Aggrandize also checks for a classic phishing pattern: link text that looks like one web address but actually points somewhere else. When the visible text claims a different site than the real destination, you'll see a warning first:
This link may be deceptive
The link text points to a different site than where it actually goes. Only continue if you trust the destination.
Choose Go back to stay put, or Continue anyway if you trust the destination. Ordinary links ("click here", a person's name) open directly — the warning only appears when the link makes a claim about where it goes and that claim is false.
Remote images are also blocked by default for privacy — click Show images on a message to load them.
When your mailbox needs attention
Email providers occasionally expire or revoke a connection's authorization (a password change or a security policy at your provider can do it). When that happens, sync pauses and the Email page tells you directly instead of failing quietly:
Reconnection Required
Your email authorization has expired or been revoked. Please reconnect your account to resume syncing.
You'll be redirected to Microsoft to authorize the connection
Click Reconnect Account, approve the provider prompt, and sync resumes — your synced emails and contacts are preserved. You can also reconnect any time from Email Settings.
Related
- Email Tracking — contact matching, linking threads to deals, bulk actions
- Email Settings — signature, reconnect, category sync
- Shared Mailboxes — give a teammate access to a mailbox