Integration · Gmail & Google Workspace

Carelu + Gmail: follow-ups sent from the address families already trust.

A follow-up from a stranger's address gets ignored. One from the coordinator a family already spoke to gets opened. Connect a Google account and Carelu sends its follow-ups, resume links, and document requests from that address — so every message carries your name, lands in the inbox, and reads like it came from your team, because it did.

What Gmail does

Gmail is the email service inside Google Workspace, used by many practices for their staff mailboxes. (Based on public information; verify current capabilities with the vendor.)

What Carelu adds

Carelu writes and sends the email: follow-ups timed to where the family is in intake, links to resume an unfinished form, requests for missing documents, and appointment details — from the connected coordinator's address. Access is send-only; Carelu never reads or stores the inbox.

How it works together

1

Connect a Google account

A coordinator signs in with Google once. Carelu asks only for permission to send, plus the address and display name.

2

Carelu drafts the follow-up

Written for where the family is — an unfinished form, a missing insurance card, a scheduled assessment.

3

It sends from your address

The family sees the coordinator's name and address, and replies go straight to that inbox.

4

Every send is on the record

Each email shows in the family's activity timeline, so the team sees what was sent and when.

One funnel, clear lanes

Writing and timing follow-ups, links & document requestsCarelu
Recording every send on the family's timelineCarelu
Delivering from the coordinator's addressGmail
Replies and the inbox itselfGmail

Third-party capabilities summarized at category level from public information — verify specifics with the vendor.

Common questions

Can Carelu read our email?

No. The connection uses a send-only scope. Carelu can send messages from the connected address; it cannot read, search, or store the inbox.

Do we have to use Gmail?

No. Practices without Google Workspace get sending set up on their own domain, with SPF, DKIM, and DMARC in place, so messages still carry the practice's name.

Who decides what gets sent?

You do. Follow-up sequences and templates are configured per practice, and each send is visible on the family's activity timeline.

Your platform, plus a front office that never sleeps.

See Carelu follow up with a family from your own address and bring them back to finish intake.

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