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Chief of Staff

Give your Chief of Staff its own email address

The email desk gives your Chief of Staff a mailbox of its own, like any real hire. You email it instructions; everyone else gets handled like correspondence, with your approval on every reply.

A real assistant has a desk and an inbox. The email desk gives your Chief of Staff the same thing: an address that clients, lenders, and escrow officers can CC, forward documents to, and correspond with, while you stay in control of everything that goes out.

How the desk treats email

The desk knows the difference between you and everyone else:

  • Your email address is the command channel. When you email the desk from the address you sign in to Noli with, your Chief of Staff treats it as instructions from the boss and gets to work. Mail from any other address, even another one of yours, is treated as correspondence.
  • Everyone else is correspondence. Emails from anyone else are handled the way a chief of staff handles the office inbox: a reply is drafted in your voice and waits in your review queue. Approve it or edit it first. Everything the desk sends to someone else goes through your approvals.

Option 1: Bring an address from your own domain (recommended)

An address like assistant@yourdomain.com looks professional and belongs to you.

  1. Create the address in your email provider. Gmail, Outlook, Yahoo and iCloud are the supported providers.
  2. Turn on 2-Step Verification for that account, then create an app password (in Gmail: Google Account, then Security, then App Passwords). This is a special password just for apps. Never use your normal password.
  3. In Noli, open Chief of Staff, then Connections (under Setup; on a phone, tap Menu, then Setup, then Connections), then the Email desk card.
  4. Pick your provider, enter the address and the app password, and click Connect my address. Your Chief of Staff applies it in about thirty seconds.

Click Test connection first if you like. It checks that the desk can both receive and send from that mailbox, so you find a wrong app password straight away.

Your credentials are stored only on your own private instance, not in a shared database.

Option 2: An instant address

Want a desk with zero email setup? Create a free account at console.agentmail.to and open API Keys. Create a key scoped to one inbox with “Send & read mail” access. The key starts with am_. Paste it into the Email desk card and click Connect instant address (or Test key first to check it). You get a working address on your own account and quota without giving Noli access to other mailboxes.

Swapping mailboxes

To move the desk to a different address, use Test or replace on the card. Your current mailbox keeps working unless the new one validates, so you are never left without a desk.

What to try first

  • CC the desk on a thread: "Looping in my assistant, who will find us a time."
  • Forward it a disclosure package or a lender letter to file and summarize.
  • Email it from your own address: "Chase the missing signature on the Hendricks file."

Turning it off

Open the Email desk card, click Turn off, and confirm. Your Chief of Staff stops watching and sending from that address.

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