Email and calendar

A Relay can send email and manage meetings through an account you connect in setup. Both actions always need approval, on every permission preset. The Relay drafts the action, the job waits at Waiting for review, and nothing leaves Agent Serve until someone approves the exact content.

Email

Choose the sending account in What it can use → Email: My Gmail, My Outlook, or Workspace inbox. Email recipients in Permissions limits who the Relay may write to — your organization's domain, a list of domains, or anyone.

The review card shows the full message — sender, recipients, subject, body, and attachments — exactly as it will be sent. When you click Approve & send, the Relay checks again that the delegating person can still use the sending account, then sends it once.

Attachments

A Relay can attach files from the Library or documents from a knowledge base.

• Up to 10 files per email.
• Total size: up to 18 MB for Gmail, 3 MB for Outlook, and 10 MB for the workspace inbox.
• Executable file types (such as .exe, .js, .sh, and .msi) are blocked.
• Each attachment is read with the delegating person's access, and the reviewer approves the exact file contents shown on the card.

Calendar

Choose the calendar in What it can use → Calendar: My Google Calendar or My Outlook calendar, and which calendar on that account. Meetings and Meeting limits in Permissions decide who it may invite, how long meetings can be, how far ahead it may book, and the working hours and time zone it books within.

A Relay can:

• Book a meeting — the card shows the time, attendees, and whether they will be notified. Button: Approve & book.
• Reschedule a meeting — the card shows Now and Moves to. Button: Approve & move.
• Cancel a meeting — button: Approve & cancel meeting.

If the time slot was taken between the proposal and your approval, the meeting is not booked; the Relay offers new times instead. A Relay on Observe only proposes times and never books.