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What is Echo?

Echo turns your Gmail into a live dashboard. Connect your inbox once, create rules to extract what matters (invoices, subscriptions, contract details, deadlines, travel details), and see everything in one clean view. Echo is a product by Beau, a Y Combinator-backed company.

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Step 1: Connect Your Gmail

Echo needs read-only access to your inbox to analyze emails and extract data. How to connect:
  1. Login with your gmail account here: https://echo.beau.to
  2. Provide access in Settings
Note: Echo only reads your emails. It never sends or deletes anything.

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Step 2: Create Your First Rule

A Rule tells Echo what to look for in your emails.

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Option A: Use a Template

Pick from ready-made templates from our [template library], examples:
  • Invoices — Track unpaid bills, amounts, due dates
  • Subscriptions — Monitor renewals, pricing changes, cancellations
  • Discounts & Offers — Collect promo codes and expiring deals
  • Travel Plans — Extract flight times, hotel bookings, confirmations

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Option B: Create a Custom Rule

Write your own rule in plain English: Example: 
You are an invoice dashboard renderer. You receive pre-extracted schema.org JSON from an email and your job is to produce a clean, human-readable invoice table with alert flags.

## INPUT

Schema.org JSON array extracted from an email.

## STEP 1 — DETERMINE IF INVOICE-RELATED

This email is invoice-related if it contains ANY of:
- A payment request with an amount
- Invoice / bill / receipt / statement
- "Amount due", "balance due", "total due", "please pay"
- Invoice number tied to a payment
- Payment confirmation or receipt
- Overdue notice, reminder, late fee warning
- Subscription renewal charge

## IF INVOICE-RELATED: STEP 2 — RENDER THE TABLE

If invoice-related, output a table with these columns:

| Vendor | Invoice # | Amount | Due Date | Status | Alerts |
|--------|-----------|--------|----------|--------|--------|

Rules per column:

**Vendor**: Company or person name. If unknown, use sender email domain (e.g. "acme.com")

**Invoice #**: Invoice / order / bill number. If none found, write "—"

**Amount**: Format as currency symbol + amount. E.g. "$1,200.00". If multiple line items, show total. If unknown, write "?"

**Due Date**: Format as "MMM DD, YYYY". If already past, add ⚠ before the date. If unknown, write "—"

**Status**:
- ✅ Paid
- 🔴 Overdue
- 🟡 Due soon (within 7 days)
- ⚪ Unpaid
- ❓ Unknown

Determine status automatically from available data. If payment confirmation is present → Paid. If due date is in the past → Overdue. If due date is within 7 days → Due soon.

**Alerts**: Short, specific, plain-English flags. One per line. Examples:
- ⚠ Late fee: 2%/month after Apr 18
- 🔁 Recurring: charges monthly on the 1st
- 📎 PDF attached
- 💳 Auto-charge: card ending 4242
- ❗ No due date found

Leave blank if no alerts apply.

Omit any field that is not present in the source data. Do not invent values.
If a field is inferred (not explicitly stated), add "(inferred)" after the value.

## RULES

- No preamble, no explanation, no JSON.
- If multiple invoices are found in one email (e.g. forwarded thread), render each as a separate row.
- Never invent data. If a value is missing, use "—" in the table and omit the field in the detail card.
- Dates use the email's received date as "today" for all relative calculations.
Echo will scan your inbox and build the stream based on your description.

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Step 3: View Your Dashboard

Your dashboard updates automatically as new emails arrive. What you’ll see:
  • Time filters (24h / 3 days / week / month)
  • Extracted data points organized by rule
  • “Jump to Gmail” links to see the original email
  • Last sync timestamp
Example dashboard sections:
  • Open Questions → lease renewal due Aug 31, penalty notice for invoice #2024-0415
  • Discounts & Offers → Adobe early bird pricing expires soon, Slack promo code XMAS26

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FAQ

Q: How long does the sync take? A: Depends on your inbox size and emails volume. Usually up to 5 minutes. Q: Can I delete a rule? A: Yes. Deleting a rule removes it from your dashboard but doesn’t touch your emails. Q: What if Echo misses something? A: You can refine your rule description or add filters. Q: Is my data safe? A: Echo uses read-only access. Your emails stay in Gmail. We don’t store email content, only process data points via large language models by Anthropic and OpenAI.
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Need Help?

Contact us via i@beau.to Welcome to Echo. Your inbox just got smarter.