Connect a source in 30 seconds.

Google — Gmail

Scopes Docsly requests

• gmail.readonly — read message bodies, threads, labels
• gmail.metadata — list inboxes + headers when full body access is denied
• userinfo.email — surface which account you connected

Steps

1. In Docsly, open Connections → + ADD SOURCE → click Google — Gmail.
2. Sign in with the Google account whose inbox you want Docsly to read. Docsly does NOT request send or modify scopes.
3. On the consent screen, click Continue. If the consent screen warns you about an unverified app, this is normal during private beta — see Troubleshooting below.
4. Back in Docsly, the source flips to active and the first backfill starts within a minute. The connections page shows message counts as they land.

Filters

• By default Docsly applies a noise-skip filter — promotions, social, and updates labels are dropped.
• Use + FILTER on the tile to scope by Gmail query string. Example: from:(@acme.com) newer_than:30d
• You can also add or remove labels; supports any operator Gmail itself accepts.

Google — Calendar

Scopes Docsly requests

• calendar.readonly — read events, attendees, locations, conferencing links

Steps

1. In Docsly, Connections → + ADD SOURCE → Google — Calendar.
2. If you already authorized Gmail, you'll be asked to extend scopes for the same Google account.
3. Docsly pulls events from the last 90 days and watches forward.

Filters

• No automatic filter — every event is pulled by default so meeting prep covers the full week.
• Use + FILTER to scope by keyword, attendee domain, or organizer.
• Toggle "also pull meeting transcripts" on the tile to bundle Google Meet recordings via the same OAuth (no extra sign-in).

Microsoft 365 — Mail

Scopes Docsly requests

• Mail.Read — read inbox + sent items
• User.Read — surface connected identity

Steps

1. In Docsly, Connections → + ADD SOURCE → Microsoft 365 — Mail.
2. Sign in with your work Microsoft account. If your tenant restricts third-party apps, your admin may need to approve Docsly's app registration once — share the consent URL Docsly shows you.
3. Docsly subscribes to Microsoft Graph change notifications and processes new mail near-real-time.

Filters

• Default filter is noise-skip (Focused Inbox + non-Newsletter folder).
• Add KQL search strings via + FILTER. Example: from:partner.com received>=2026-04-01

Microsoft 365 — Calendar

Scopes Docsly requests

• Calendars.Read
• OnlineMeetings.Read.All (optional, for transcripts)

Steps

1. Connections → + ADD SOURCE → Microsoft 365 — Calendar. Uses the same Microsoft sign-in as O365 Mail.
2. Check the also-pull-meeting-transcripts toggle to bundle Teams recording transcripts in the same OAuth.

Filters

• No automatic filter.
• Filter by organizer domain, attendee, or subject keywords. Same syntax as Microsoft Outlook search.

Slack

Scopes Docsly requests

• channels:history, groups:history, im:history, mpim:history — read messages you can already see
• users:read — resolve user IDs to names
• team:read — workspace identity

Steps

1. Connections → + ADD SOURCE → Slack.
2. Sign in and pick the Slack workspace to connect. Docsly is a per-workspace app — connect once per workspace.
3. Docsly reads only channels and DMs the connecting user can already see. Inviting Docsly to private channels is NOT required.

Filters

• By default Docsly ingests all channels visible to the connecting user.
• Use + FILTER to scope by channel name, member, or keyword.
• Restrict to a project channel during onboarding to keep early signals tight.

Microsoft Teams — Chat + Channels

Scopes Docsly requests

• Chat.Read, ChannelMessage.Read.All — read messages where you have access
• Team.ReadBasic.All — team + channel metadata

Steps

1. Connections → + ADD SOURCE → Microsoft Teams — Chat + Channels.
2. Uses the same Microsoft sign-in as O365 Mail. Your IT admin may need to approve the channel-message scope at the tenant level.
3. Docsly ingests Teams chats (DMs, group chats) and channel messages in channels you belong to.

Filters

• Filter by team name, channel name, or sender.
• Bots and system notifications are dropped automatically.

Zoom — Cloud recordings + transcripts

Scopes Docsly requests

• recording:read - read cloud recordings + transcripts on your account

Steps

1. Connections → + ADD SOURCE → Zoom.
2. Sign in with the Zoom account whose recordings you want pulled. Docsly cannot access recordings on other users' accounts within your tenant unless you specifically share them.
3. Docsly polls every 30 minutes for new recordings; transcript-ready meetings appear within 5–15 minutes of Zoom finishing post-processing.

Filters

• Filter by meeting topic keywords (regex supported).
• Recommended: cross-reference with your filtered Google or O365 Calendar — Docsly will only ingest Zoom transcripts for meetings that match a calendar event already in scope. Saves quota and keeps signal tight.

Troubleshooting

Still stuck?

Every support email goes to a human. Include your workspace slug (visible in the URL, e.g. /t/your-workspace/) and the provider name. Reply within one business day.

help@docsly.ai · all support channels →