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Documentation Index

Fetch the complete documentation index at: https://docs.octolane.com/llms.txt

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Gmail and Google Calendar are Octolane’s primary data sources. Connecting them lets Octolane detect deals, create contact records, log meetings, and keep your pipeline updated from the conversations you’re already having.

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What Octolane reads

From Gmail:
  • Incoming and outgoing emails
  • Email participants (to, from, cc)
  • Email content and context - used to detect deals, extract insights, and draft follow-ups
  • Thread history for full conversation context
From Google Calendar:
  • Meetings and events
  • Attendees and organizers
  • Meeting links (for the Meeting Recorder to join)

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What Octolane does with it

  • Creates contacts from people you email or meet with
  • Creates accounts from the companies those people work at
  • Detects deals when conversations show buying signals
  • Logs activity - every email and meeting appears in the Activity Feed
  • Powers agents - the Follow-Up Agent, Deal Finder Agent, and others use email and calendar data to do their work

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Connecting your account

During onboarding, you’ll be prompted to connect Gmail and Google Calendar. To add additional accounts later, go to Settings → Integrations → Gmail & Calendar → Add Account. You can connect multiple email accounts to Octolane. All connected accounts feed into the same CRM.

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Privacy and data handling

Octolane reads your email and calendar data to operate your CRM. It does not share your data with third parties. All data is encrypted in transit and at rest. See Security & Privacy for details.