Playbook Progress — Phase 2 (Refine) active
✓
Setup
✓
Brainstorm
2
Refine ◀
3
Design
4
Handover
5
Build Plan
6
Build
7
Deploy
8
Docs
At a Glance
Current phase
Refine
Journeys pending sign-off
Integration
Nylas
Replaces Postmark
Mailbox types
2
Google + Microsoft 365
Next gate
Design
After journeys sign-off
What's Happening Right Now
Refine Phase — in progress
- Project spec written — hybrid unknown-sender matching approach confirmed
- User avatars complete — Leah, Malcolm, Nadia, Victor
- User journeys written (UJ1–UJ6) — pending Arrann sign-off
- Design phase starts once journeys are signed off
- UI screenshots of current Messaging Centre needed before design begins
Locked Decisions
1
Nylas is the integration for email receiving — not Unipile, not Postmark
2
Per-user mailboxes — each staff member connects their own account (Google Workspace / Microsoft 365)
3
Nylas replaces Postmark entirely — both send and receive (timing TBD)
4
Unified conversation model — received emails thread into the existing Messaging Centre alongside WhatsApp and SMS
5
Unknown sender handling — auto-match on known email address; manual prompt for unrecognised senders
6
Paul leads backend, Tim on frontend only. Arrann is product owner.
Open Questions
OQ-01 ✓
Unknown sender handling resolved — auto-match on known address, manual prompt for unknowns. Confirmed.
OQ-02
Will there be a shared "service@" address in addition to individual accounts?
OQ-03
Do received emails need to display and allow download of attachments in v1?
OQ-04
Email inbox view — dedicated screen, or a filtered Messaging Centre view?
OQ-05
At what point does Nylas take over sending from Postmark — simultaneous with receiving, or a defined phase after?
OQ-06
Read/unread tracking — per user, per conversation, or per message?
OQ-07
Email management actions (archive, delete, mark as spam) — in scope for v1?
Relationship to Other Email Work
| Project | Scope | Integration | Status |
|---|---|---|---|
| Email (Send Only) | Templates, compose, send | Postmark | Live 28 April |
| Quote Ingestion | PDF in → quote send | Postmark | In build |
| Email Receiving ← this project | Inbound email receiving | Nylas | In refine |
Team
Arrann — Product Owner & Design
Paul — Backend (Nylas integration)
Tim — Frontend