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scott_496fa0
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

dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
August 11, 2025
  1. Any automation in this space would be really helpful to reduce the administrative load on the CSMs when logging emails to Gainsight.
  2. [Would better enable AI to reference] the timeline to build a summary of the account. 

@Carol_Keyes with two fantastic points!

  1. Giving admins the ability to determine whether to default opt-in (autolog all emails to timeline) and either:
    • Allow CSMs to exclude an email from timeline if needed
    • Disable option for CSMs to exclude individual emails from the timeline
  2. More emails in timeline = more data in timeline = more data for AI = better AI background knowledge = better answers when CSMs query AI.
Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 11, 2025

Very valid points ​@Carol_Keyes and ​@dayn.johnson , we are on it and considering your feedback on this. Thanks. 

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 11, 2025
DiscoveryDevelopment
ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 11, 2025

Hello All, We have started some development work on this, but I want to share that there are multiple pieces we are bringing together apart from just logging emails to improve the experience. With auto logging of emails, we want to provision to bring the From, To, CC metadata of email into Timeline and also enable Grouping and Threading of emails. Without these, Timeline will become very difficult to manage.

dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
August 11, 2025

Awesome to hear that this is in development!

… enable Grouping and Threading of emails.

 

Curious – would the dev work required for this ☝ (Grouping, Threading) be related to threading JO emails? (ex: idea below)

 

Basing this question on the logic that the only stupid question is the one you don’t ask – and that if you don’t ask for something, you’ll never get it. 😎

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
Contributor ⭐️⭐️
August 11, 2025

Staircase has this functionality… can’t we just use that logic and build it into GS CS?

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 13, 2025

@dayn.johnson JO emails will not be supported as part of the development of this feature. As JO emails ideally do not exist within the the Timeline objects. This will have to be a separate feature.

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 13, 2025

@leahmiro We will be leveraging the Staircase Technology and syncing emails from authorized user mailboxes into Timeline. This will be made available to all CS users. For CS + Staircase users, they will have a checkbox to push the emails from Staircase to Timeline

dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
August 13, 2025

@dayn.johnson JO emails will not be supported as part of the development of this feature. As JO emails ideally do not exist within the the Timeline objects. This will have to be a separate feature.

Thanks ​@ChiragJ! Was worth a shot. It’d be super useful. 😃

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
Helper ⭐️
August 14, 2025

@ChiragJ  - Is there a targeted quarter for the release of this capability?