This guide provides the exact steps to securely connect your Google Workspace account to Klipy.
The entire process uses Google's own official authentication system, which means your password is never shared with us, and you remain in full control.
Before You Begin
For a smooth connection process, please check these two things first:
Check Pop-up Blockers: The Google sign-in process opens in a new pop-up window. Please ensure your browser's pop-up blocker is temporarily disabled for Klipy, as it will prevent the authentication window from opening.
Note for Corporate Users: If you are using a Google Workspace account managed by your company, you may need your IT administrator to approve Klipy as a trusted application. If the connection fails with an "admin approval required" error, please contact your IT department for assistance.
The Connection Process
Follow these steps to get your account connected.
Step 1: Start the Connection
Your starting point depends on whether you are a new or existing user.
If you are setting up your account for the first time, you will be prompted to connect your workspace as a key step in your onboarding, right after the paywall.
If you are an existing user, navigate to Settings in the main menu and then select Managed Emails.
Step 2: Initiate the Google Connection
On the integrations screen, find the Google Workspace entry and click the Connect button.
Step 3: Sign in to Your Google Account
A new, secure pop-up window from Google will appear. This is Google's official sign-in screen.
Select the Google account you wish to connect. Be sure to select your primary work account that you use for business emails and meetings.
Step 4: Grant Permissions
Google will now show a list of permissions Klipy is requesting.
Important: Klipy requires all requested permissions to function correctly. If you uncheck any of the boxes, the connection will fail. These permissions are what allow Klipy to act as your AI Secretary by analyzing your email and calendar to find action items and prepare you for meetings.
Click the Allow button to proceed.
Step 5: Confirmation
The pop-up window will close, and you will be returned to the Klipy interface, confirming the connection is being established.
Connection Successful! What Happens Next?
The experience you see next depends on where you started the process.
If you are in Onboarding...
You will now experience some onboarding magic! Klipy will immediately begin analyzing your recent emails and calendar events to provide a first look at its capabilities, such as identifying key contacts or suggesting follow-ups for outstanding tasks.
If you connected from Settings...
You will see a confirmation message, and the Google Workspace integration on the Managed Emails page will now show a 'Connected' status.
Troubleshooting
Having an issue? Here are solutions to the most common problems.
The pop-up window didn't appear.
Your browser is likely blocking it. Please disable your pop-up blocker for the Klipy website and try clicking Connect again.
The connection failed after the permissions screen.
This almost always happens because not all permissions were granted. You must click "Allow" on the Google screen without unchecking any of the permission boxes. Please try the connection process again.
You see an "Admin Approval Required" error.
This means your company's IT policy requires an administrator to approve third-party apps. Please contact your IT department and ask them to approve Klipy for your Google Workspace account.
You connected the wrong Google account.
No problem, and don't worry, you will not be billed for making a change.
Your subscription includes a "connection slot" for your primary workspace.
When you disconnect an account, you are simply freeing up this slot. Connecting a new one uses the same slot, so there is no additional cost involved.
Simply navigate to Settings > Managed Emails, click the 'Disconnect' button on the Google Workspace integration card, and then repeat the steps in this guide to connect the correct account.
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