Connect Gmail for email ingestion

To connect a Gmail account, open Settings, scroll to Email Connections, and click Connect Gmail. Google asks you to grant ClarityTrack read-only access. After you approve, you choose which sender domains ClarityTrack can read from. Emails from those domains are scanned for financial data; everything else is ignored.

How to do it

1. Sign in to ClarityTrack.
2. Open Settings from the Dashboard header.
3. Scroll to Email Connections.
4. Click Connect Gmail.
5. Sign in with your Gmail account in the Google consent window.
6. Approve the read-only access scope.
7. Back in ClarityTrack, set the narrow-domain allowlist (e.g., chase.com, americanexpress.com, paypal.com).
8. Save. ClarityTrack begins scanning matching emails.

What ClarityTrack reads

Only emails from sender domains you explicitly allow. Even within those domains:

• Subject line and snippet (for indexing)
• Body text (for extracting balances, due dates, payment amounts)

ClarityTrack does NOT read:

• Emails from senders outside your allowlist
• Personal emails (work, friends, etc.)
• Attachments other than text-extractable PDFs (statements)

Common questions

Why narrow-scope instead of full inbox access?

Two reasons. First, Google requires apps that read full inbox content to undergo a Cloud Application Security Assessment, which is a multi-month process for a small app. Second, a narrow-scope allowlist matches what users actually want: their bank and credit card statements parsed, not their personal email read.

Can ClarityTrack send emails as me?

No. The OAuth scope ClarityTrack requests is gmail.readonly, which only allows reading. Sending email requires a different scope that ClarityTrack does not request.

How often does ClarityTrack check Gmail?

Currently the scan runs on demand (when you click Scan inbox in Settings) or after specific user actions. Automatic polling is on the roadmap.

Can I disconnect later?

Yes. From the same Email Connections section in Settings, find the connected Gmail account and click Disconnect. A future help card will cover this in detail.