The Key to Unlocking Klipy's Intelligence
Connecting your primary email and calendar is the single most important step to activating Klipy. While you can use Klipy without it, doing so unlocks 40-50% of its core value.
This integration is what transforms Klipy from a passive tool into a proactive AI Executive Secretary that can provide automated follow-up suggestions, build relationship timelines, and prepare you for meetings.
Why Klipy Needs Access (and How We Keep it Safe)
We understand that granting access to your email and calendar is a significant decision. To be fully transparent, here is a simple, non-technical explanation of what Klipy does and why.
Think of it like hiring a human executive assistant. To do their job effectively, you need to give them access to certain tools. Klipy is the same.
Why does Klipy need to "view your email"?
The Task: This allows your AI Secretary to review your "digital filing cabinet" - your past and future emails. It reads correspondence to find commitments you made or requests sent to you, which it then suggests as follow-ups. It also helps build a complete history of your relationship with a contact.
Your Control: Klipy works in a "read-only" mode for analysis. It will never send an email on your behalf or delete anything without your explicit command.
Why does Klipy need to "view your calendar"?
The Task: This allows your AI Secretary to see your schedule. It checks your upcoming meetings so it can prepare pre-meeting intelligence briefings, ensuring you walk in fully prepared.
Why does Klipy need to "view your contacts"?
The Task: This allows your AI Secretary to build your address book. It helps Klipy understand the network of people and companies you interact with, which is essential for organizing your information correctly.
Your connection is always secure. Klipy uses the official, industry-standard authentication methods provided directly by Google and Microsoft.
This means your password is never shared with Klipy. You are always in control and can review or revoke Klipy's access at any time directly from your Google or Microsoft account security settings.
Independently Verified Security
To further demonstrate our commitment to your data's security, Klipy has been certified for CASA Tier 2 by an external auditor.
CASA (Cloud Application Security Assessment) is an industry-recognized standard from the App Defense Alliance, designed to verify the security of cloud applications. Which is also a requirement BEFORE we gain access to Google and Microsoft’s API.
This certification confirms that Klipy meets a high bar for security controls and data protection, giving you peace of mind that our platform is built with your privacy and security as a top priority. You can learn more about the program at the official Cloud Application Security Assessment (CASA) website.
Choose Your Workspace Platform
Select your platform below for a dedicated, step-by-step guide to get connected in minutes.
Google Workspace
Connect your Gmail, Google Calendar, and Google Contacts using Google's official, secure authentication process.
Microsoft 365
Connect your Outlook, Outlook Calendar, and Microsoft People using Microsoft's official, secure authentication process.
Next Steps:
Having trouble? Visit our Troubleshooting Guide (R5.7)