> ## Documentation Index
> Fetch the complete documentation index at: https://docs.concretehq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Transform your inbox into organized portfolio intelligence

Concrete's email intelligence transforms your inbox into a powerful portfolio management system. By analyzing your communications with read-only access, Concrete automatically organizes, categorizes, and extracts insights from your portfolio company emails.

<Tip>
  Concrete only processes emails from portfolio companies.
</Tip>

***

## Benefits

**Focused Scope**: Only portfolio company emails are synced. Concrete further filters to only show the most relevant communications.

**Smart Categorization**: Emails are automatically classified into categories such as company updates, board communications, fundraising materials, or operational content.

**Attachment Processing**: All files are indexed and searchable. Files are individually categorized into topics like board materials, financial models, and pitch decks.

**Link Crawling**: Content behind important links is extracted and analyzed. [Learn more →](/email-intelligence/advanced-crawling)

**People Tracking**: Automatically tags employees and external stakeholders.

**Touchpoint Grouping**: Related emails are grouped into coherent touchpoints spanning multiple email threads, files, meeting transcripts and notes.

***

## Getting Started

<Steps>
  <Step title="Connect an Inbox">
    From **Settings** → **Email Accounts**, select an integration to connect your inbox
  </Step>

  <Step title="Set permissions">
    Choose how much access your team should have
  </Step>

  <Step title="Start processing">
    Concrete begins analyzing your portfolio communications immediately.
  </Step>
</Steps>

***

## Integrations

### Google Workspace

Connect your Google Workspace (Gmail) account to Concrete. The integration is read-only, so Concrete never sends, modifies, or deletes your emails.

### Outlook (Individual Inbox)

Connect your individual Microsoft Outlook account to Concrete. The integration is read-only — Concrete never sends, modifies, or deletes your emails.

### Outlook (All Inboxes)

For teams that want to centralize email intelligence across an entire Microsoft 365 tenant, Concrete supports a tenant-wide Outlook connection that pulls messages from every inbox in the organization into a single Concrete user.

**Requirements**: This connection type must be manually enabled for your workspace. Contact Concrete to request access.

**Two-step connection process**: The Concrete admin who initiates the connection may not be the same person as the Microsoft 365 admin who can grant organization-wide permissions. To handle this, setup is split into two steps:

1. **Concrete admin** creates a pending connection in **Settings** → **Email Accounts** and receives a shareable link.
2. **Microsoft 365 admin** opens that link, reviews the requested permissions, and approves — which finalizes the connection and begins syncing all tenant inboxes.

### Email Forwarding

Forward any email to Concrete for guaranteed processing

**How it works:**

* Find your workspace's unique forwarding email address in **Settings** → **Email Accounts**.
* Forward relevant emails to this address.
* Concrete will process and tag the forwarded content **regardless of whether or not the sender is a portfolio company**.

<Tip>
  Email forwarding is a great way to let Concrete analyze and crawl one-off emails from non-portfolio companies.
</Tip>