Help centre

Getting started

Your first workflow in a few minutes: say what your business does, then send it email.

Say what kind of business it is

Getting started on My tasks begins by asking what kind of business you run: plumbing and heating, electrical, gardening, cleaning or something else. Covalance then switches on the ready-made workflows that suit it, and sorts your email with categories that fit your trade.

Everything starts in Suggest: Covalance drafts, and nothing is sent without you.

Send it email

Set up your forwarding address on My tasks and forward a customer enquiry to it, or set up an automatic forward in your mail. Each email becomes an item: Covalance sorts it, and for an enquiry, Claude drafts a reply for you to check.

Or connect Gmail or Microsoft 365 under Settings → Connections, so new mail is picked up as it arrives and replies go from your own mailbox in the same conversation.

Tell Covalance about your business

Under Settings → Your business, Covalance can read your website and suggest a business profile: what you do, your prices, where you work and your hours. Check it and save it, and drafts use your own facts. Nothing is used until you save it.

Check your inbox

Once a mailbox is connected, Check your inbox on the Workflows page sorts your last 30 days of email (up to 300) and suggests the workflows that would save you most time. Only the counts are kept, never anything from an email.

Still stuck? Email support@covalance.ai.