Managing Director control centre
MD Overview
Urgent work, emails and daily actions in one place.
Priority actions
Run the business from two clear checkpoints
Open the day by assigning risk and close it by resolving, rescheduling or handing over every outstanding action.
| Priority | Account | Sender and subject | Category | Received |
|---|
Add a to-do
Open the day with a controlled action plan.
Review customer risk, today’s moves, deposits, survey appointments and urgent enquiries before routine work.
Opening checklist
Actions to assign
Urgent emails
Close the day with no hidden risk.
Nothing urgent should be left without an owner, deadline or handover note.
Closing checklist
Unresolved actions
Emails still requiring attention
Review every proposed reply before it leaves the business.
Approval records are retained, but this version never sends a message automatically.
Connect Gmail or Outlook without developer credentials
Create a private workspace, then use Make to watch your Gmail or Outlook inbox and send each new message to the private webhook shown here. Make handles the normal Google or Microsoft sign-in.
This generates an unguessable private key in your browser. Treat the recovery link like a password.
In Make, add Gmail → Watch emails or the Microsoft 365 email trigger and sign in normally.
Add HTTP → Make a request, choose POST, and paste the private webhook below.
Send provider, sender, subject, date and full email body as JSON. Turn the scenario on.
Backup and restore this workspace
{
"provider": "google",
"messageId": "map the email ID",
"sender": "map From",
"subject": "map Subject",
"receivedAt": "map Date",
"body": "map Full text body"
}
For Outlook, use "provider": "microsoft".
Advanced direct OAuth connection — optional
This route still requires Google/Microsoft developer apps and Netlify secrets. You do not need it when using the recommended Make connection above.
Gmail / Google Workspace
Advanced direct OAuth with read-only Gmail access.
Not connectedOutlook / Microsoft 365
Advanced delegated Microsoft Graph connection.
Not connectedConnected email feeds
Security model
Mailbox passwords: never collected.
Workspace: protected by a 256-bit private key.
Connection: Make handles Google/Microsoft sign-in.
Replies: approval drafts only.