You already turned email into structured work in the product. This page is the short version: what to do first, then what to revisit once mail is flowing.
Right after you sign in
Use Continue with Google if you can — Gmail connects in the same step and saves you a separate password.
Open Tasks to see your queue; open Clients when names appear from mail or Biz AI.
Try Add input (sidebar): paste a messy thread — Biz AI suggests tasks and contacts you confirm.
After Gmail is connected
Check Inbox for mail that still needs triage; promote what matters into tasks.
Glance at the dashboard metrics — they fill in as data appears from your workspace.
If Biz AI hits limits on Free, consider Billing — paid plans mainly add monthly Biz AI headroom and room for projects.
Where to go next
Full Gmail steps: Documentation → Gmail.
Plans and what changes with subscription: Pricing or Billing inside the app.