Automail Setup Guide - Chrome Extension

Table of Contents

Enabling Third-Party Cookies and Site Data

We only need this enabled for your account authentication to use our Automail integration.

Steps for Google Chrome

1. Click the menu (3 dots icon on top right corner) from the top toolbar

2. Choose Settings

3. Click the Privacy and security tab

4. Under “Privacy and security” select “Cookies and other site data”

5. Under “General settings” ensure that “Block third-party cookies” is NOT selected

Installing from the Chrome Web Store

Click “Add to Chrome” to install Automail as a Chrome extension:

Open

Store listing page

A pop-up will then show to confirm installation. Click “Add extension” to finalize the installation:

Open

Confirmation prompt to add Chrome extension

After confirming, the Automail Chrome extension will now be installed to your Google Chrome browser:

Pinning the Chrome Extension (Optional)

Open the Extensions dropdown in the upper right area of your browser (“puzzle piece” icon):

Click the “pin” icon beside the Automail Chrome extension (labeled as “Everest | Automail”) to pin the extension to your browser’s toolbar:

Logging In

Pre-requisites

• All the previous (required) steps must be completed

• You already have an account set up with Everest

From the Google Chrome toolbar, go to a valid website where you can open a Chrome extension (e.g. mail.google.com) and click the Automail Chrome extension to open it:

Fill out your Everest account credentials in order to log in:

You may now use Automail from any webpage from which the Chrome extension can be opened from:

But if you select an email from Gmail, the Automail Chrome extension will parse the email and display the contents in its side panel:

Parsing currently is fully supported for Gmail only, but will be supported for select load board websites in the future.