View a thread
Click any row in the thread list to open a thread. Each message shows the sender, recipients, date, and full body. Use Resync from Gmail (or your provider) to pull in the latest messages. Calendar invitation emails are hidden from the thread list by default. Click Show calendar invites in the toolbar to include them.Send an email
Click Send email in the top right of the Email tab to compose a new message. The head of household’s email is pre-filled as the recipient, along with the spouse or partner if they’re on the household. You can only send from inboxes you own or have Read and send access to.Add recipients
Click the To, Cc, or Bcc field and start typing. Slant searches your book by email address, person name, and business name, and groups suggestions:- Businesses
- Contacts
- Clients
- Prospects
- Users
Schedule an email
Instead of sending immediately, you can schedule an email for a later date and time.1
Compose the email
Click Send email and fill in the recipients, subject, and body.
2
Open the schedule picker
Click the calendar icon next to the Send button.
3
Pick a date and time
Choose a date on the calendar and select a time. Slant previews the exact send time below the picker.
4
Click Schedule send
Slant queues the email and closes the composer.
Edit a scheduled email
You can change a scheduled email’s content, recipients, attachments, and send time before it sends.1
Open the scheduled email
In the Email tab, click the email with the Scheduled badge.
2
Click Edit scheduled email
Click the pencil icon next to Scheduled for [date and time] at the top of the message. The composer reopens with the existing content.
3
Make your changes
Update the recipients, subject, body, or attachments. To change the send time, click the calendar icon and pick a new date and time.
4
Click Save
Slant updates the scheduled email and closes the composer.
Cancel a scheduled email
Open the scheduled email and click the X icon next to the Scheduled for [date and time] badge, then click Cancel email to confirm.Generate follow-up tasks from a thread
Slant can read an email thread and suggest follow-up tasks for you — great for turning a long client reply into a clear to-do list.1
Open the thread
Click a thread in the Email tab to view its messages.
2
Click Generate tasks
Scroll to the Tasks section at the bottom of the thread and click Generate tasks. Slant reads the thread and proposes follow-up tasks.
3
Review each suggestion
Each suggested task appears with Accept and Reject buttons.
- Click Accept to add the task to your task list.
- Click Reject to dismiss the suggestion.
Add a task manually from a thread
You can also add a task to a thread yourself, without using AI. Click Add task in the Tasks section header to open the task creation form with the email thread already attached. The new task lands in the thread’s task list alongside any AI suggestions.Regenerate tasks
Once a thread has tasks, the button changes to Regenerate. Use it after new replies arrive to refresh the suggestions.Suggested tasks stay as suggestions until you accept them. They don’t appear in your main task list or send notifications until you click Accept.