First to Site
Release 3.2

DA Email Integration

Google OAuth email ingestion for DA with automated project note creation

Overview

Introduced a Google-based email integration for DA workflows. Emails matching DA criteria are automatically processed, parsed for event dates, and attached to projects as notes.

What Changed

OAuth Authentication

  • Added Google OAuth integration for DA email account access
  • Secure token refresh and credential storage

Email Processing Pipeline

  • DAEmailHandler processes incoming emails with:
    • Event date extraction from email body content
    • Project note creation linked to the relevant project
    • Labelling gate to prevent reprocessing of already-handled emails
    • User filtering to restrict which sender addresses are processed
  • Email timestamps set from email metadata rather than processing time

Customer Visibility

  • DA email notes are visible in the customer portal notes view
  • Notes display the original email timestamp for accurate chronology

Decisions

  • Auto-assignment of tasks from DA emails was disabled per client request
  • Processing is limited to emails that pass the labelling gate filter

Impact

Eliminated manual note entry for DA-related email correspondence, ensuring project timelines reflect actual communication dates.