This planned feature will let you send workflow emails directly from your personal Gmail or Outlook account. Instead of all emails coming from Tallyfy’s servers, each user will authorize Tallyfy to send on their behalf - so recipients see emails from you@yourcompany.com, not a system address.
When coworkers get a task notification from you rather than an automated system, they’re more likely to open it, trust it, and act on it. Your IT department also benefits - emails stay within your company’s existing security and compliance setup.
How is this different from custom SMTP?
The existing custom SMTP feature lets your organization configure a single mail server for all Tallyfy notifications. That’s good for branding - emails come from yourcompany.com. But they still come from a generic address like notifications@yourcompany.com.
Connect Your Email is different:
Personal authorization - each user connects their own email account
One-to-one mapping - your email account sends only your workflow emails
No sharing - other users can’t send from your account
Better engagement - recipients see a real person’s name, not “Tallyfy System”
Custom SMTP is like a company mailroom handling all outgoing mail. Connect Your Email is like sending the letter yourself, with your signature.
Why connect your personal email account?
Deliverability improves when emails come from real accounts. Your email address has years of reputation - people have you in their contacts, they’ve replied to you before, their email clients recognize you. That trust transfers to your workflow notifications.
Beyond getting past spam filters:
Higher response rates - people respond to people, not systems
Context stays intact - replies go to your actual inbox
Stronger audit trails - every sent email appears in your Sent folder
You’ll click “Connect Email” in your Tallyfy settings, sign in with your email provider (Google or Microsoft), and grant permission to send on your behalf. No passwords are shared - it’s handled through OAuth tokens you can revoke anytime.
For Google Workspace/Gmail users:
Click Connect in Tallyfy settings
Sign in to your Google account
Review the permissions (only email sending is requested)
Click Allow
Done - Tallyfy can now send as you
For Microsoft 365/Outlook users:
Click Connect in Tallyfy settings
Sign in with your Microsoft account
Your admin might need to approve the app first (one-time setup)
Grant the Mail.Send permission
Done - emails flow through your account
What permissions will Tallyfy request?
Only the minimum permission needed: sending email. Tallyfy won’t read your inbox, access your contacts, or modify your settings. One permission only - sending emails as you.
Google: gmail.send scope only (not gmail.readonly or gmail.modify)
Microsoft: Mail.Send permission only (not Mail.Read or Mail.ReadWrite)
Many email integrations request broad access to your entire mailbox. Tallyfy doesn’t. You’re granting permission to send specific workflow emails, nothing more.
Will IT departments need to approve this?
It depends on your organization’s security settings.
Organizations with open policies (most common):
Users connect immediately
No IT involvement needed
Organizations with restricted policies:
IT admin gets a one-time approval request
Admin approves Tallyfy for the entire organization
Then all users can connect without further approval
Tallyfy will provide your IT team with OAuth application details, security documentation, exact scopes requested, and compliance certifications.
How will this work with multiple email accounts?
Each Tallyfy user connects one primary email account. If you have multiple addresses, you choose which one to use for workflow notifications. You can switch anytime - disconnect the current one and connect a different one.
What about email threading and conversations?
Workflow emails will thread properly with existing conversations. Tallyfy includes the proper headers to maintain email threads. Recipients can reply directly to you, and those replies appear in your regular inbox.
This creates natural conversation flows:
You assign a task to Sarah
Sarah gets an email from you (via Tallyfy)
Sarah replies with a question
You see her reply in your inbox
You respond normally
The whole conversation stays together
When will this feature be available?
This feature is in development. Contact our support team to join the beta waitlist. We’re especially interested in organizations that:
Tallyfy’s planned Google Workspace integration will send workflow emails from your own Gmail address using OAuth 2.0 with only the gmail.send permission and it works with all Google security features while storing nothing beyond an encrypted refresh token and your email address.
Tallyfy integrates with email through custom SMTP configuration for branded domain-based notifications and a Gmail add-on that lets you launch processes and convert emails into trackable tasks directly from your inbox along with upcoming features for in-email task actions and personal email account connections.
Tallyfy’s planned Microsoft Outlook integration will use Microsoft Graph API with only the Mail.Send permission to send workflow emails from your personal Microsoft 365 or Outlook.com account while respecting your organization’s conditional access policies and security controls through delegated OAuth tokens that refresh automatically.
Tallyfy lets administrators route all workflow notification emails through their own SMTP server so that messages come from the organization’s domain with full control over deliverability and sender reputation while requiring only a host port and credentials to configure and test in one step.