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Gainsight Employee ⭐️
Gainsight Employee ⭐️
April 10, 2023
Released

Automatically Log All Emails to Timeline

Related products:CS Timeline & Activity Tracking
  • April 10, 2023
  • 65 replies
  • 2686 views

I have had several customers request an enhancement to the Outlook/Gmail plug-in feature. Some end-users do not like to have to click the Log To Timeline checkbox to ensure the email is logged to timeline. Sometimes they forget and it is extra clicks. The enhancement request would be to allow all emails to be automatically logged to timeline without requiring an end-user to check the checkbox. Perhaps we could create that as an administrative setting that could be enabled or disabled as desired?

65 replies

Contributor ⭐️
August 6, 2025

I wanted to stress how important "Automatically Log All Emails to Timeline" would be for our workflow. If this feature had been available, it would have saved me personally over 1,000 hours of manual work, and it's the #1 request from our entire Customer Success team.

This isn’t just a nice-to-have — it’s a critical efficiency gap. Without it, we’re spending countless hours manually logging communications, which slows down client response times and reduces the completeness of our customer records.

Given its impact across multiple teams, I’d strongly encourage prioritizing this in your product roadmap. It would deliver an immediate and measurable improvement in both productivity and adoption.

Happy to share examples of the pain points we face daily if it’s helpful for scoping.

Thanks for considering this — it would be a game changer for us.

Contributor ⭐️
August 6, 2025

This feature would be a huge time-saver for CSMs. Relying on manual logging or checking a box often leads to gaps in the Timeline, especially when someone forgets or is in a rush. Automatically logging all inbound/outbound emails would ensure consistent visibility into customer communication without requiring extra effort.

It would also be great to have:

  • Bulk enablement for users

  • A dashboard showing email log success/failure

  • Smarter context resolution to avoid draft logs

This would make the Timeline far more reliable and reduce manual cleanup. Strongly support this!

Contributor ⭐️
August 6, 2025

This would be a game changer for my team and vastly improve the amount of daily admin work we are held to. 

Contributor ⭐️
August 6, 2025

Hey all - I agree with the above. It is pretty frustrating that the email logging feature in Gainsight doesn’t happen automatically—requiring a manual click each time to add an email to the timeline—and when it does sync, the timing is often slow or inconsistent. There are frequent complaints that even with the checkbox selected, emails don’t reliably sync at all or arrive significantly delayed, disrupting workflow. The current experience is super clunky and error‑prone, forcing repeated manual effort - then it looks like we sent emails at a later date. As mentioned before, a default “always‑on” auto‑log mode so that messages are captured seamlessly without extra steps would be a great update. A stronger, more dependable sync mechanism would improve confidence and save time for teams using the tool.

Contributor ⭐️
August 6, 2025

As a Gmail user, within the Gmail plug-in today, it’s time-consuming and cumbersome to have to manually select which customer account/contact the email should be logged to. I find that sometimes the Gmail plug-in is slow, so I’m having to wait for the correct account to load before being able to select the account/contact to log to. It’s also time-consuming having to follow the same process to manually log each received email. Implementing this feature would save me a ton of time!

Contributor ⭐️
August 6, 2025

I can’t believe how long this issue/opportunity has gone without being corrected — you guys seem to be on a mission to make the worst email tracking workflow in the industry… and I gotta say congrats because you are absolutely winning!


Here are 4 reasons why Gainsight needs to change this functionality:

 

1. The Pain Is Real

  • Right now, CSMs have to manually select the "Log to Timeline" checkbox on every message, or hunt down old emails to manually link threads. That’s tedious, inconsistent, and inevitably leads to missing critical customer history.

  • Multiple forum threads back this up—people have been asking for this since forever: “make the Log‑to‑Timeline checkbox auto‑check” 

2. Why It's a Missed Business Opportunity

  • We lose visibility into customer engagement when emails go un‑tracked. That hurts forecasting, churn risk analysis, playbook automation, and executive reporting.

  • Current workaround: CSMs must either rely on memory, or dive into Gmail/Outlook Sent Items to manually push emails — which is inefficient and error‑prone communities.gainsight.com.

3. It’s Time to Evolve

  • Auto-check “Log to Timeline” by default for both incoming and outgoing emails—period. No toggling, no hunting.

  • Allow admin configuration: some orgs might want an override checkbox per user/account.

  • Support full threading: when a reply comes in to a tracked conversation, it should automatically append to the correct Timeline thread.

  • Include inbound/outbound across Gmail/Outlook without requiring manual association of company or contact.

4. Urgency + Priority = ROI

  • This isn’t a “nice to have”—it’s table stakes:

    • It cuts setup friction,

    • It removes mental overhead from CSMs,

    • It ensures reliable activity logging, improving data accuracy in GS.

  • In 2025, most CRM/email productivity tools already do this for free. Gainsight is falling behind and there’s no reason for us to stick it out when other tools do this natively.


My Ask(s) to the Gainsight Product/Leadership team:

  • Please elevate this to a top product backlog priority.

  • Draft a simple admin toggle: Auto‑log to Timeline for all emails.

Contributor ⭐️
August 6, 2025

This would be an amazing time saver! Currently I have to physically type in the name of the account in order to have the email track to the correct place in Gainsight. Even with this effort - it can still track to the incorrect account.

Part of our evaluation as a CSM is confirming that we are reaching out to customers when we say we are - so for that tracking to not be 100% correct at all times and fast/easy to complete - is very concerning for both ICs and leadership.  

bfoleyHS
Contributor ⭐️⭐️⭐️⭐️
August 6, 2025

This is essential. Please prioritize this!

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 8, 2025

Thanks everyone for re-surfacing the topic and sharing your thoughts and requests for this feature. I would like to share that this feature is on our ‘Now’ roadmap items and we are already working towards a solution. We do not have an estimated date yet but we are considering this as priority feature in CS.
I will share updates as and when we make progress towards delivery. 

Carol_Keyes
Helper ⭐️
August 8, 2025

Any automation in this space would be really helpful to reduce the administrative load on the CSMs when logging emails to Gainsight. It would also drive the future uses of AI that is referencing the timeline to build a summary of the account. 

Carol Keyes