Introducing Bipsync for Gmail

At your desk or on the go, it’s now easier than ever to capture, categorize and access critical email information

We’re excited to unveil our latest enhancement to the Bipsync suite-of-apps : the Bipsync for Gmail add-on, available to all Bipsync users. 

This new feature integrates Bipsync with your Gmail account, enabling you to effortlessly import and manage your email communications– including email content, files, attachments and associated metadata–as notes within the Bipsync RMS.

This blog will walk you through the key features and functionalities of Bipsnc for Gmail, so you never again lose the valuable insights captured in your email exchanges.

Streamlined Functionality for Email Management

The Bipsync for Gmail add-on is designed to connect Bipsync directly to your inbox, transforming how you manage and categorize your emails as part of your research workflow. Here’s what you can do:

• OAuth Authentication with Bipsync API: Securely connect your Gmail with Bipsync to start importing emails as research notes.
• Import Emails as Research: Easily import emails into Bipsync, where they are treated as research notes, ensuring that valuable information is captured and organized.
• Duplicate Check: The add-on automatically checks if an email has already been imported, preventing duplicates and maintaining a clean research repository.
• Quick Access: A few clicks within Gmail allows you to open the associated research entry in the Bipsync, streamlining your workflow.
• Attachment Handling: Email attachments are automatically included as note attachments in Bipsync, so no crucial information is left behind.
• Customizable Form Inputs: Utilize fields driven by the Bipsync RMS, such as list/lookup/date fields, with specific options tailored to your organization’s needs.

Intuitive User Interface

When you open an email in Gmail, the Bipsync add-on works behind the scenes to check if the email has already been imported into your Bipsync RMS:

• Already Imported: If the email has been imported, the sidebar displays a message with a link to the related research note in Bipsync.
• New Email: If the email hasn’t been imported, the sidebar provides a pre-filled research title (based on the email subject) and a basic tagging interface, allowing you to categorize and tag your research efficiently.

We’ve designed the UI to be as intuitive as possible, using Gmail’s native components like text fields, checkboxes, and dropdowns. While this means we’re limited in creating fully custom UIs, it ensures that the add-on is consistent with your Gmail experience and easy to use from the start.