Choose what the AI can process
Useful allowlist criteria include:- Messages sent to a support or sales address.
- Messages from known customers or partner domains.
- Messages with a project label or a specific subject prefix.
- Messages that match an existing provider folder or rule.
Your forwarding rule defines the data boundary. A message that is not forwarded to Mermail is not available to the Mermail mailbox or its AI.
Understand human takeover
Use a Mermail AI draft when you want the thread to remain in the Mermail workflow. If you reply directly from Gmail, Outlook, or another original provider, Mermail treats that action as a human takeover. The entire thread becomes human-managed, and Mermail AI permanently stops processing later messages in that thread.Prerequisites
- A working Mermail mailbox.
- Access to the forwarding settings or rules in your existing email provider.
- Permission from your organization administrator if external forwarding is restricted.
- The Mermail mailbox address that should receive forwarded messages.
Set up and test forwarding
1
Choose a provider guide
Follow the instructions for your existing email provider.
2
Create a narrow rule
Start with one sender, recipient address, label, or subject condition that is safe for AI processing.
3
Verify the destination
If your provider sends a confirmation message, open the Mermail mailbox and approve the forwarding request.
4
Send a matching test message
Send a new message that matches the rule. Existing messages are not normally forwarded retroactively.
5
Confirm delivery
Check that the message appears in Mermail and that an unrelated or excluded message does not.
Forwarding is ready when matching new messages appear in Mermail and excluded messages remain only in the original provider.
Choose your email provider
Gmail
Forward selected Gmail messages with filters.
Outlook
Use Outlook forwarding settings or inbox rules.
iCloud Mail
Forward all mail or use iCloud Mail rules.
Proton Mail
Create a conditional forwarding rule on a paid plan.
Yahoo Mail
Configure forwarding when it is available for your plan and locale.
Lark Mail
Enable administrator permissions, then configure mailbox forwarding.