Guides

How to set up an AI email assistant, step by step

7 min read · By DraftKite Editorial · Updated July 14, 2026

Professionals setting up and working at laptops in a bright modern office

A five-step onboarding guide: connect Gmail or Outlook, let it learn your tone, add a knowledge base, review your first drafts, and adjust your labels — with a clear look at every permission and how to revoke it.

Setting up an AI email assistant takes about ten minutes and five steps: connect your inbox, let it learn your tone, add an optional knowledge base, review your first drafts, and adjust your labels. This guide walks through each one for both Gmail and Outlook, and shows exactly what you're granting access to — and how to take it back — so you can connect a real inbox with confidence. One rule holds throughout: the assistant only ever prepares drafts, and nothing leaves your outbox until you approve it.

  1. Connect your Gmail or Outlook inbox via OAuth
  2. Let the assistant learn your tone from your sent mail
  3. Add an optional knowledge base for factually grounded replies
  4. Review and approve your first drafts
  5. Adjust the labels it applies to match how you triage

What you need before you start

There's no software to install and no plugin to add to your mail app. DraftKite runs as a connected service that sits on top of your existing inbox, so you keep using Gmail or Outlook exactly as you do today while the assistant works in the background. To get started you need:

  • A Gmail or Google Workspace inbox, or an Outlook or Microsoft 365 inbox
  • The ability to sign in to that account yourself
  • About ten minutes — most of the setup runs automatically after you connect

Step 1: Connect Gmail or Outlook

Start by connecting your inbox through your provider's own sign-in screen. Choose Gmail or Outlook and you'll be sent to Google's or Microsoft's OAuth consent page — the same secure hand-off that calendar apps and CRM tools use. You sign in with your provider directly, review the permissions, and approve. DraftKite never sees your password; the provider issues a scoped token that covers only the specific actions listed below.

What DraftKite can doWhat it cannot do
Read incoming mail to classify and label itSend email on your behalf — ever
Read a sample of sent mail to learn your toneRead your full mail history uninvited
Save drafted replies to your drafts folderDelete, move, or edit your existing mail
Apply a Gmail label or Outlook categoryChange your password or account settings

That table is the whole picture. The assistant can read and label incoming mail, read a sample of sent mail to learn your voice, and write drafts — but it cannot send, delete, or change your account. You can revoke the connection at any moment, either from inside DraftKite or directly from your Google or Microsoft account's security settings, and access stops immediately.

Step 2: Let it learn your tone

Once connected, the assistant reads a sample of your recently sent emails to pick up how you actually write — your greetings, sentence length, level of formality, and usual sign-off. This is what stops the drafts sounding like a generic chatbot and makes them read like something you'd send yourself. You don't configure anything for this: it happens automatically after you connect, and it keeps refining as you edit and send more replies.

Step 3: Add a knowledge base (optional)

If you want drafts grounded in your real facts — pricing, opening hours, product details, a returns policy — add a knowledge base. Upload documents such as a price sheet, an FAQ, or product docs, and the assistant retrieves the relevant passage before drafting, so replies quote your actual information instead of guessing. This step is optional: the assistant works fine on tone alone, but a knowledge base is what turns good drafts into accurate ones for a support or sales inbox.

Step 4: Review your first drafts

As new mail arrives, the assistant classifies it and, for messages that need a reply, writes one and saves it straight to your Gmail or Outlook drafts folder — right where you'd expect a draft to be, not in a separate app. Open the draft, read it, edit anything you want, and click send when it's right. Nothing is ever sent for you. The first few drafts are the moment to correct anything off — a wrong assumption, a tone that's too formal — and those edits feed back into better drafts.

Step 5: Adjust your labels

Finally, check how your inbox is being sorted. The assistant applies an action-oriented label or category to each message — Needs reply, Support, Sales, Invoices, and so on — as a real Gmail label or Outlook category. If something lands in the wrong place, correct it the same way you'd move any email; that correction is a signal the model uses to sort that sender better next time. Keep the set small — five to seven categories cover almost any inbox.

You stay in control the whole way. DraftKite never sends, deletes, or moves your mail, and you can revoke its access in one click from your Google or Microsoft account settings — not just from inside DraftKite. Revoking stops all access immediately.

That's the whole setup — connect, learn, add facts, review, adjust — and most of it happens automatically after Step 1. Start the 7-day free trial, no card required, and watch your first labeled inbox and drafted replies appear today.

Frequently asked questions

About ten minutes. Connecting your Gmail or Outlook inbox through OAuth takes under a minute, and tone learning, labeling, and drafting then happen automatically. Adding a knowledge base is optional and takes a few more minutes if you want factually grounded replies.

Permission to read incoming mail so it can classify and label it, read a sample of sent mail to learn your tone, and save drafts. It does not get permission to send email, delete messages, or change your account — and you can revoke access at any time.

Yes. The setup is identical for both: sign in through Google's or Microsoft's OAuth screen, approve the same scoped permissions, and the assistant classifies, labels, and drafts the same way regardless of which provider your inbox uses.

Disconnect the inbox inside DraftKite, or remove DraftKite from your Google or Microsoft account's security and connected-apps settings. Either way, access stops immediately and the assistant can no longer read your mail or write drafts.

No. Setup never enables auto-sending, because DraftKite has no send permission at all. Every reply it writes waits as a draft in your Gmail or Outlook drafts folder until you read it, edit it if needed, and click send yourself.

Missing something?

If you have a question about DraftKite or want us to cover a topic, write to support@draftkite.com. We usually reply within one business day.