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CRM sidebar in Gmail and Outlook

CRM sidebar in Gmail and Outlook

Next to an opened e-mail the Companion shows who is writing to you: contact, company, open deals and the latest interactions – in Gmail and in Outlook on the web.

Switching it on

The sidebar is off by default because it handles personal communication. Switch it on under Settings → Features → CRM sidebar in Gmail and Outlook.

It appears in Gmail (mail.google.com) and in Outlook on the web (outlook.office.com, outlook.office365.com, outlook.live.com) as soon as you open an e-mail. The Outlook desktop app is not supported.

What the sidebar shows

A narrow sidebar aYOUne on this sender opens to the right of the e-mail. Collapse moves it out of the way.

AreaContent
Sendername and address; if the person is in your CRM, with a link to the contact. Otherwise it says Not in your CRM.
Companythe contact's company
Open dealsthe open deals of this company
Latest interactionsthe last five interactions with the person (for example e-mails, calls, notes)

What you can do

  • File in CRM stores the subject and the visible text of the e-mail (up to 4,000 characters) as an e-mail activity at the contact. The same e-mail is filed only once; a second attempt shows This email is already in your CRM.
  • Create contact adds the sender's name and address to your CRM. If the sender's company is already known, the person is added there as a contact person. Beforehand the Companion checks whether the person already exists.
  • Text snippet opens the search in your text snippets from aYOUne. The chosen snippet is copied; paste it into your reply with Ctrl+V.

Privacy

  • When you open an e-mail, the sidebar only reads the sender's address and name, the subject and the e-mail's ID, and looks up the sender in your own aYOUne account.
  • It reads the text of the e-mail only when you click File in CRM.
  • Nothing is sent to the sender, to Google or to Microsoft. The Companion uses neither the Gmail nor the Microsoft interface for this and needs no additional permission.
  • While the sidebar is off or you are signed out, nothing is read.

Details are in the privacy policy, section 2.14.

Work with this page

Ready-made instructions for your AI tool. Copy, paste, go — the AI fetches the content itself via the address in the text.

Summarise the steps for me The essentials, in the right order.
Open in ChatGPT 
Read the following documentation by tolinax UG and work with it.

This page: https://ayoune.com/en/docs/companion/crm-sidebar-gmail-outlook.md
The complete collection: https://ayoune.com/en/docs/companion.md

Summarise the content for me.

- First, in two sentences: what is this about?
- Then the steps in the order I need to take them.
- One line per step, in plain language.
- At the end: what I should have ready beforehand.

Leave out nothing I need in order to actually finish.
A note on sources:
- Every page of this documentation is available as Markdown (the same address with `.md`).
- A machine-readable overview of all public content is at `/llms.txt`.
- If you have access to the aYOUne MCP server, you can work against live data
  instead of this snapshot. If not, ignore this point.
Explain what I need this for What it is good for — and when it is worth it.
Open in ChatGPT 
Read the following documentation by tolinax UG and work with it.

This page: https://ayoune.com/en/docs/companion/crm-sidebar-gmail-outlook.md
The complete collection: https://ayoune.com/en/docs/companion.md

Explain to me what I need this for.

1. Which problem does it solve? In one sentence, from my point of view.
2. Three typical situations in which it genuinely helps me.
3. When I do NOT need it — that saves me time.
4. What I can do instead if it is not a fit.

Stick to what the source says. Where it gives nothing, say so openly instead
of guessing.
A note on sources:
- Every page of this documentation is available as Markdown (the same address with `.md`).
- A machine-readable overview of all public content is at `/llms.txt`.
- If you have access to the aYOUne MCP server, you can work against live data
  instead of this snapshot. If not, ignore this point.
Help me set this up Step by step, asking me as you go.
Open in ChatGPT 
Read the following documentation by tolinax UG and work with it.

This page: https://ayoune.com/en/docs/companion/crm-sidebar-gmail-outlook.md
The complete collection: https://ayoune.com/en/docs/companion.md

Walk me through the setup step by step.

- First tell me what I need to have ready (access, data, time).
- Then take me through ONE step at a time. Wait for my "next".
- For each step, say how I can tell that it worked.
- If something goes wrong, ask me for the exact message instead of guessing.

If the instructions leave a point open, tell me so rather than inventing it.
A note on sources:
- Every page of this documentation is available as Markdown (the same address with `.md`).
- A machine-readable overview of all public content is at `/llms.txt`.
- If you have access to the aYOUne MCP server, you can work against live data
  instead of this snapshot. If not, ignore this point.
Help me with a problem Narrow down the cause instead of guessing.
Open in ChatGPT 
Read the following documentation by tolinax UG and work with it.

This page: https://ayoune.com/en/docs/companion/crm-sidebar-gmail-outlook.md
The complete collection: https://ayoune.com/en/docs/companion.md

Help me narrow down a problem.

- First ask me what I observe and what I expected instead.
- From that, derive the most likely causes consistent with this source.
- For each cause, give me ONE test that confirms or rules it out.
- Order them so the cheapest test comes first.

Do not guess. If the source does not cover the problem, tell me where I should
look next.
A note on sources:
- Every page of this documentation is available as Markdown (the same address with `.md`).
- A machine-readable overview of all public content is at `/llms.txt`.
- If you have access to the aYOUne MCP server, you can work against live data
  instead of this snapshot. If not, ignore this point.
Explain it in plain words No jargon, from the ground up.
Open in ChatGPT 
Read the following documentation by tolinax UG and work with it.

This page: https://ayoune.com/en/docs/companion/crm-sidebar-gmail-outlook.md
The complete collection: https://ayoune.com/en/docs/companion.md

Explain the content so that someone without prior knowledge understands it.

- Start with the purpose: why does this exist at all?
- Explain technical terms in half a sentence on first use.
- One everyday comparison where it genuinely holds — none where it limps.
- At the end: the three things worth remembering.

Do not shorten by dropping conditions. A simplification that hides a
prerequisite is a false statement.
A note on sources:
- Every page of this documentation is available as Markdown (the same address with `.md`).
- A machine-readable overview of all public content is at `/llms.txt`.
- If you have access to the aYOUne MCP server, you can work against live data
  instead of this snapshot. If not, ignore this point.
A checklist to tick off To follow along while you do it.
Open in ChatGPT 
Read the following documentation by tolinax UG and work with it.

This page: https://ayoune.com/en/docs/companion/crm-sidebar-gmail-outlook.md
The complete collection: https://ayoune.com/en/docs/companion.md

Turn this into a **tick-off checklist** for practical use.

- Exactly one action per item, in the imperative.
- Order it so that no item depends on a later prerequisite.
- Prerequisites and pitfalls as indented sub-items.
- End with an acceptance step: how do I know everything is right?
A note on sources:
- Every page of this documentation is available as Markdown (the same address with `.md`).
- A machine-readable overview of all public content is at `/llms.txt`.
- If you have access to the aYOUne MCP server, you can work against live data
  instead of this snapshot. If not, ignore this point.

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