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Adviumconnected toGmail
Requires firm setup

The conversation belongs
with the client.

Bring client email history and reviewed follow-ups into your Advium advice workflow.

See it in a demo ↗Get the PDF guide ↓

01 / CLIENT CONTEXT

Find the context.
Skip the inbox hunt.

Incoming and sent Gmail messages that match recorded client email addresses can be filed against the client in Advium.

  • See the subject, date and message snippet.
  • Keep relevant correspondence with the client record.
ADVIUM WORKSPACE

Client email history

1
ReceivedReview meeting questions
2
SentDocuments for our discussion
3
ReceivedThanks, see you on Tuesday
Matched by the email address on the client record
Illustrative client-matched email history

02 / REVIEWED FOLLOW-UP

From meeting context
to a considered reply.

Use the meeting workspace to draft a follow-up from the transcript. Review the wording and recipients before sending through your authorised mailbox.

  • Start with a draft, then make it yours.
  • Sending uses a separate Google authorisation.
ADVIUM WORKSPACE

Follow-up email draft

1
DiscussedGoals and priorities
2
Next stepsDocuments to provide
3
Before sendingReview wording and recipients
Draft → adviser review → send
Illustrative reviewed follow-up

03 / ONE CLIENT JOURNEY

Keep the next step
close to the conversation.

Email context sits alongside the meeting work in Advium. Add Google Calendar and the meeting notetaker to connect the wider workflow.

  • Review a transcript and draft file note.
  • Keep your team’s follow-through in the workspace.
ADVIUM WORKSPACE

Meeting workspace

1
ConversationMeeting transcript
2
Client recordReviewed file note
3
Follow-throughReviewed follow-up email
Calendar and meeting capture require their own setup
Illustrative connected meeting workflow

YOUR FIRM, YOUR CHOICES

Connected.
With your control.

Choose the access you need

Mailbox reading and email sending are authorised separately. Calendar and meeting capture have their own setup and controls.

Keep advisers in control

File notes and follow-up emails are drafts to review. Automatic meeting summary and file-note drafting is opt-in.

A few useful answers.

Is this a complete Gmail inbox inside Advium?

No. Adviser mailbox sync keeps client-matched email context: subject, dates, addresses and a short snippet. It does not reproduce the full Gmail inbox, message bodies or attachments.

Can I send email from Advium?

The sending workflow uses separate Google send authorisation. Your firm’s setup must support it. Review the draft, recipient and wording before sending.

What is needed to connect?

Your firm’s Google connection must be configured and your mailbox authorised. Confirm access with Advium; this page does not claim Google Marketplace listing or availability for every Google account.

Cover of the Advium Gmail & Calendar Connector guide

TAKE THE CONVERSATION FURTHER

A guide for
your whole team.

One guide to Gmail, Google Calendar and the meeting workflow, including permissions and the adviser’s review steps.

Download the guide ↓Book a demo ↗
PDF · October 2026