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

# Getting Started

## 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](https://echo.beau.to)
2. Provide access in Settings

> **Note:** Echo only reads your emails. It never sends or deletes anything.

***

## Step 2: Create Your First Rule

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

### 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

### Option B: Create a Custom Rule

Write your own rule in plain English:

**Example:**

```markdown expandable theme={null}
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.

***

## 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

***

***

# 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](mailto:i@beau.to)

Welcome to Echo. Your inbox just got smarter.