Setting up the inbox

Every workspace has its own email address, shown at the top of the Inbox tab.

Getting mail in

• Forward funder emails and calls for proposals to the address.
• Add the address in copy when you write to a funder, so replies arrive in Afrant too.

What happens to a message

1. It is stored as a thread. A reply joins the thread it belongs to.
2. The Management desk sorts it: funder, call for proposals, newsletter, deadline reminder, team or other.
3. It writes a short summary and links the thread to a grant and funder when it can.
4. If the sender asks for something, it appears under Needs you with Create task, and the grant owner is notified.
5. Attachments are kept. Those on funder, team and deadline mail are also read into the Library.

Rules

Owners and admins can write rules in plain words under Rules on the Inbox tab, for example "Archive newsletters" or "When a funder emails about a submitted grant, create a task for the grant owner and draft a reply for review." A rule can create a task, draft a reply, archive or notify. A rule never sends email.

Replying

Write at the bottom of a thread, or ask for a draft. Nothing is sent until you press Send, and Send waits 30 seconds so you can undo it. A desk never sends email on its own.