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Documentation Index

Fetch the complete documentation index at: https://docs.slant.app/llms.txt

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The Email tab on a client, prospect, or other contact record shows every email thread with the people on that record. Connect an inbox through email and calendar integration to sync your conversations.

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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.

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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.

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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
Click a suggestion to add it as a recipient.

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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.
The scheduled email appears in the Email tab with a Scheduled badge and the send time.

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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.

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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.
Cancelling a scheduled email permanently deletes it. This cannot be undone.

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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.
Accepted tasks behave like any other task — you can edit, assign, and schedule them. Tasks created this way link back to the email thread so you can return to the source conversation at any time.

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Regenerate tasks

Once a thread has tasks, the button changes to Regenerate. Use it after new replies arrive to refresh the suggestions.
Regenerating replaces pending and open suggestions for the thread. Tasks you’ve already completed are preserved, and Slant won’t suggest duplicates of tasks that already exist on the thread.
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.