# Using Waydock

_Last updated: July 8, 2026_

Waydock brings your mail, calendar, meetings, tasks, and chats into one governed place you can work from every day. This guide is for members using the web app: how to get set up, what each screen does, and how to stay in control of what leaves your account. If you want to connect your own AI agent over MCP, that is covered separately in the [Quickstart](/docs/quickstart).

> **For agents:** this page is available as Markdown at [/docs/using-waydock.md](/docs/using-waydock.md). If you are an automated client rather than a person reading the app, start with the [Quickstart](/docs/quickstart) and the [Tool reference](/docs/tools) instead.

## First run: connect a mailbox

Setup is one blocking step. After you sign in with Google or Microsoft, you land on a welcome screen with two panels: the left panel is the connect action (**Gmail** or **Outlook**), and the right panel is a live status panel that shows your inbox syncing in real time. Connecting is read-only to start; Waydock only reads your mail until you grant an agent more.

Once the first sync finishes, the panel flips to a synced count and a **Continue to Waydock** button takes you to Today. You can add a second mailbox from the same screen, or skip and finish setup later from inside the app.

## Finishing setup on Today

For new users, Today shows a **Finish setting up Waydock** checklist with three non-blocking tasks:

| Task | What it does | Where it goes |
| --- | --- | --- |
| Mailbox connected | Confirms Gmail or Outlook is connected | Back to the connect screen |
| Connect your AI agent | Mints a scoped MCP key for Claude, Cursor, or any MCP client | Settings, Account, MCP |
| Turn on your daily brief | Enables a morning digest (defaults to 7:00am local) | One click, in place |

The checklist is optional. **Dismiss** hides it for good. It disappears on its own once you have connected an agent.

## Today

Today (`/today`) is your landing page. It opens with a time-aware greeting and a short brief paragraph, followed by a **Waydock noticed** callout listing the top things that need you. Below that:

- **Today's meetings**: calendar events happening today, with join links and Fathom prep chips where available.
- **Worth a look**: the unread mail that matters, denoised so newsletters and automated mail do not crowd it out.
- **Due today**: follow-ups you owe that have crossed their reply threshold.
- **Finance & receipts** and **Security & codes**: collapsed shelves that keep receipts and login or verification mail out of the way until you want them.

The **Email me** button in the top bar sends the current brief to your inbox. On a personal workspace, Today also shows a **Readiness** strip with your WHOOP recovery, sleep, and strain.

### How mail gets sorted

Waydock classifies each email and sorts it into one of four intent buckets. This is what powers the shelves and the denoising:

| Bucket | Includes | Reply expected |
| --- | --- | --- |
| security | Login, security, and verification mail | No |
| finance | Invoices, receipts, purchases | No |
| automated | Newsletters and notifications | No |
| human | Real person-to-person mail (work, personal, travel, calendar) | Yes, when it needs a reply |

Self-to-self briefings are suppressed and automated mail is shelved, so the focus surfaces stay about the things that need a person.

## Inbox

Inbox (`/inbox`) is a card-based triage surface for incoming mail. Cards carry the sender, subject, snippet, timestamp, and a classification. Mail is grouped into **Focus**, **Review**, and **Archived** lanes. From a card you can:

- Read the full message body (this can be turned off by your org).
- **Mute sender** or **mute domain** to route that source to a quieter lane automatically.
- **Create task** to push an item into Jira or Linear.

## Calendar

Calendar (`/calendar`) shows your connected Google or Outlook events with attendees, times, and locations, rendered in your timezone.

## Meetings

Meetings (`/meetings`) lists recordings pulled from your notetaker integrations (Fathom, Fireflies, Pocket): title, date, attendees, duration, summary, and extracted action items. Open a meeting for the full detail and transcript.

- **Delete** moves a meeting to **Trash** (you are asked to confirm). It is a soft delete, so nothing is lost.
- Switch to the **Deleted** filter to see trashed meetings and **restore** any of them.

Meetings arrive by webhook from the notetaker, so one shows up once its transcript is ready. Durable, encrypted transcript storage (so records survive a provider's retention window) is an org-level opt-in.

## Follow-ups

Follow-ups (`/follow-ups`) is your commitments tracker. It covers two kinds of item: **awaiting reply** (an email thread where you are waiting on someone) and **meeting action** (an action item pulled from a transcript). Filter by:

- **Perspective**: Theirs (you are waiting) vs Mine (you owe a reply).
- **Status**: Open vs Chased.
- **Source**: All, Meetings, or Emails.
- **Assignee** and a **day-range** slider.

On any item you can **snooze** it (1 day, 3 days, 1 week, or 2 weeks). On an awaiting-reply item, **Send nudge** drafts an AI-written chase email in your own Gmail or Outlook and gives you a link to open and send it. The nudge is a draft: nothing is sent until you send it yourself.

> The old `/action-items` page now redirects permanently to `/follow-ups`.

## Tasks

Tasks (`/tasks`) shows your issues from connected task managers (Jira and Linear) in one list, with a link out to the source.

## Mail archive

Mail (`/mail`) is the searchable archive of your past email, separate from the Inbox triage surface. Full email bodies are only kept when your org opts into at-rest body capture (encrypted, retention-bounded). See [Integrations](/docs/integrations) for how data flows in.

## Teams

If Microsoft Teams is connected, Teams (`/teams`) holds your archived Teams chat messages. Message body capture is an org-level, encrypted opt-in.

## Mira, the in-app assistant

Mira is the chat rail on the right of every app page. Ask it things like "What is on my plate this morning?" or "Draft a reply to the Acme thread," and it reads across your mail, meetings, tasks, and calendar to answer, with the source of each fact shown. Mira runs the **same tools and the same guardrails** as an agent connected over MCP:

- When Mira wants to do something with consequences (send an email, message a Teams chat), it pauses and shows an **approval card**. Nothing happens until you click.
- Once Mira reads untrusted content (an email body, a transcript), its send and delete abilities switch off for the rest of that turn, so a message in your inbox can never talk your assistant into sending your data.
- Model calls go **direct to the model provider**, with no gateways in between, and Waydock never trains on your data.

Mira is billed per active member. On Free you get **3 Mira turns a day**; Pro unlocks full Mira with summaries, drafts, and suggested prompts. See [Pricing](/pricing).

## The morning brief

Set a daily brief in **Settings, Account, Morning Brief**. Pick a local send hour and your timezone, then choose one or more channels:

- **Email**: the brief lands in your inbox.
- **Webhook**: an HTTP endpoint, with the payload shaped for Slack, Teams, Discord, or plain JSON or Markdown (the format is detected from the URL).
- **Telegram**: delivered to your linked Telegram chat, where that channel is enabled for your workspace.

The brief is a short digest of top actions, meetings, and nudges. The outbound kill switch (below) stops scheduled brief sends along with everything else.

## Connecting your own AI agent

If you use Claude, Cursor, ChatGPT, or your own code, you can give it the same access Mira has. In **Settings, Account, MCP** ("MCP Keys & Setup"), mint a scoped key:

| Preset | Access | Plan |
| --- | --- | --- |
| Read & email myself | Read everything, and only ever email your own inboxes | Free (default) |
| Full access | Read and act, with sending to other people kept as a separate opt-in | Pro |

Paste the key into your client's MCP config. Every call is scope-checked and written to your audit log, and you can revoke the key in one click. Full setup is in the [Quickstart](/docs/quickstart) and [Authentication](/docs/authentication).

## Settings

| Section | What you do there |
| --- | --- |
| Connections | Connect, revoke, or re-authorize any account, and toggle drafting or sending per source |
| Connect from another device | Generate a one-time link to add a provider from a second device |
| Account, MCP | Mint and manage scoped agent keys |
| Email allowlist | Manage who agents can email, per-recipient HTML, and the outbound kill switch |
| Morning Brief | Configure your daily digest |
| Security | Add passkeys and TOTP, review sessions and sign-in history |
| Webhooks | Get a real-time ping whenever your account sends anything |
| Activity | Review sign-in and sync history |
| Historical Access | See which agents and keys have touched your data |

## Staying in control

Every outbound send, whether it comes from Mira, a connected agent, or a scheduled brief, routes through one set of controls you own:

- **Outbound allowlist.** Agents can only email addresses you have added in **Settings, Account, Email allowlist**. A brand-new recipient sits under a 60-second cooldown before the first send.
- **Caps.** Sends are capped per day and per recipient (500 a day and 20 per recipient by default), so a mistake cannot fan out.
- **Approval cards.** Send, delete, and external-share actions pause for a human click.
- **One audit log.** The app and the agent endpoint write to the same place. Revoke a key once and both stop in the same moment.
- **Kill switch.** Flip **Allow outbound sending** off and no mail leaves your account by any path (agent, brief, or automation). It is checked at the moment of send.

If your org has not locked the allowlist, you can opt your own account out of it from the same page. Full detail is on the [Security](/security) page.

## See also

- [How Waydock works](/docs/concepts) for the model behind these surfaces
- [Integrations](/docs/integrations) for what you can connect
- [Quickstart](/docs/quickstart) and [Authentication](/docs/authentication) to connect your own agent
- [FAQ](/docs/faq) for common fixes
- [Pricing](/pricing) for Free vs Pro