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This guide will walk you through setting up selective auto-forwarding from Gmail to your Summate inbox. The process takes about 5 minutes and involves verifying your Summate inbox address and creating filters to forward newsletters.
1

Go to Gmail Settings

Click the gear icon in Gmail and select “See all settings”.
Gmail gear iconGmail settings menu
2

Navigate to Forwarding and POP/IMAP

Click on the “Forwarding and POP/IMAP” tab in the settings menu.
Forwarding and POP/IMAP tab
3

Add a new Forwarding Address

Click “Add a forwarding address” button.
Important: Do NOT enable “Forward a copy of incoming mail to…”This would forward ALL your emails. Instead, you’ll set up selective forwarding with filters in Step 8.
Add forwarding address button
4

Enter your Summate inbox address

Enter your unique Summate inbox: username@inbox.summate.ioYou should have received this during onboarding. If you haven’t, visit your inbox page to find it.
Enter forwarding address dialog
5

Authorize your request

Gmail will ask you to verify your identity (possibly through 2FA).After authorization, Gmail sends a verification link to your Summate inbox.
6

Find the verification email

  1. Navigate to your Summate inbox
  2. Look for a new sender in the pending section
  3. Click on the Gmail verification email
Gmail verification email in Summate inbox
7

Complete verification

Copy the verification link from the email (it starts with https://mail-settings.google.com/mail/...) and paste it into your browser.
Verification link in email
8

Set up forwarding filters

Now that your Summate address is verified, create filters to selectively forward newsletters.Part A: Go to Filters and Blocked Addresses
Filters and blocked addresses tab
Part B: Create a new filterClick “Create a new filter” and specify your criteria (e.g., from a specific sender).
Create new filter dialog
Part C: Configure forwarding action
  1. Check “Forward it to” and select your Summate inbox
  2. Optionally check “Mark as read” to keep your inbox clean
  3. Click “Create filter”
Filter action configuration

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Label-Based Forwarding

Smart approach: Instead of creating separate filters for each newsletter sender, you can organize all your newsletters under a single Gmail label, then forward everything with that label to Summate in one filter.This is particularly useful if you already use labels to organize your newsletters, or prefer to manually review and label emails before forwarding them.

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How to Forward by Label

  1. Go to Gmail Settings > Filters and Blocked Addresses
  2. Click “Create a new filter”
  3. In the “Has the words” field, enter label:yourlabelname (replace with your actual label)
  4. Click “Create filter” and check “Forward it to”
  5. Select your Summate inbox address
For nested labels, use the format label:parent/child. Example: If you organize newsletters under a label called “Newsletters”, create a filter with label:Newsletters and forward to your Summate inbox. Any email you label as “Newsletters” will automatically forward to Summate.

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Next Steps

Filter Tips

Learn smart filtering strategies to forward only newsletters

Back to Overview

Return to the main auto-forwarding guide