# Account
Source: https://docs.summate.io/account

Account settings and management

Access your account settings to manage your profile, monitor AI credits, and control your subscription.

<CardGroup>
  <Card title="Profile Settings" icon="user">
    Configure your name and timezone for personalized digests
  </Card>

  <Card title="AI Inbox" icon="inbox">
    Your unique forwarding address for newsletters
  </Card>

  <Card title="AI Credits" icon="coins">
    Monitor usage and understand credit consumption
  </Card>

  <Card title="Subscription" icon="credit-card">
    Manage your plan and billing
  </Card>
</CardGroup>

## Profile Settings

<Tabs>
  <Tab title="Name">
    Update your display name that appears in your digests and account.

    <Info>
      Your name will be shown in digest emails and your account dashboard.
    </Info>
  </Tab>

  <Tab title="Timezone">
    Set your local timezone for accurate digest scheduling. All delivery times are based on this setting.

    <Tip>
      Digest delivery times automatically adjust for daylight saving time based on your selected timezone. Changes will be reflected in your next digest generation.
    </Tip>
  </Tab>
</Tabs>

## AI Inbox

Your unique forwarding address for newsletters will look like this: `username@inbox.summate.io`

<Info>
  Forward newsletters to this address to automatically add them to your sources.
  They'll appear in your approval queue within minutes.
</Info>

Learn more about [setting up your inbox](/concepts/inbox).

## AI Credits

### Current Balance

Track your available credits and monthly usage.

<Card title="Articles & Newsletters">
  <h3>1 credit</h3>
  Newsletters and blog posts
</Card>

<CardGroup>
  <Card title="Short Videos">
    <h3>1 credit</h3>
    Videos up to 30 minutes
  </Card>

  <Card title="Medium Videos">
    <h3>2 credits</h3>
    30 minutes to 2 hours
  </Card>

  <Card title="Long Videos">
    <h3>3 credits</h3>
    Videos over 2 hours
  </Card>
</CardGroup>

### Monthly Refresh

<Note>
  Credits refresh on the **1st of each month**. Your plan includes **2000
  credits monthly** - enough for most users to process 66\~ posts a day.
</Note>

<Tip>
  We plan to introduce credit purchase options in the future. If you need more
  credits now, reach out to [support@summate.io](mailto:support@summate.io).
</Tip>

## Subscription Management

To manage your subscription, go to your [account settings](https://summate.io/v2/settings/account) and click the **Manage Subscription** button to open the Stripe Customer Portal.

<Accordion title="Current Plan">
  View your active subscription and billing details.

  Your plan includes:

  * 2000 AI credits per month
  * Unlimited digests
  * All content sources
  * Email and web delivery
</Accordion>

<Accordion title="Payment Method">
  Update payment information or download invoices through the Stripe Customer Portal.

  We accept:

  * Credit and debit cards
  * Payment changes take effect immediately
  * Invoices are sent to your email monthly
</Accordion>

<Accordion title="Manage Subscription">
  Update your billing information or cancel/renew your subscription anytime through the Stripe Customer Portal.

  <Warning>
    Cancellations will maintain access until the end of your current billing period.
  </Warning>
</Accordion>

## Need Help?

<CardGroup>
  <Card title="Documentation" icon="book" href="/getting-started/faq">
    Check our FAQ for common questions
  </Card>

  <Card title="Contact Support" icon="life-ring" href="mailto:support@summate.io">
    Email us for personalized help
  </Card>
</CardGroup>


# AI Personalization
Source: https://docs.summate.io/concepts/ai

AI-powered content summarization

Summate uses AI to transform hours of reading into digestible summaries tailored to your interests. Our AI continuously monitors your sources and creates personalized summaries based on your custom instructions.

## How AI Summarization Works

We continuously monitor new content from your sources. Before sending out your digest, our AI processes each piece of content according to your custom instructions, extracting what matters most to you.

## Customization Levels

You can customize how AI summarizes your content at three different levels:

### Block Level Custom Instructions

Applied only to a specific block within your digest.

**Use case:** You want different summarization approaches for different content types.

**Example:** "Focus on actionable insights and code examples" for a technical newsletter block, while using "Highlight market trends and predictions" for a business news block.

### Digest Level Custom Instructions

Applied to all blocks within a single digest.

**Use case:** You want consistent summarization across all content in a particular digest.

**Example:** "Summarize everything with a focus on AI and machine learning applications" for your morning tech digest.

### Account Level User Context

Applied across all digests in your account.

**Use case:** You want to provide general context about yourself that influences all summaries.

**Example:** "I'm a software engineer interested in developer tools, productivity, and AI" - this helps the AI understand what's relevant to you across all your digests.

<Info>
  Custom instructions at different levels work together. The AI considers account-level context first, then applies digest-level instructions, and finally block-level instructions for the most specific guidance.
</Info>

## Summarization Modes

### Detailed Summaries

Currently available for all content types. Detailed summaries provide:

* **TLDR** - A brief overview of the entire piece
* **Key Takeaways** - Specific points relevant to your custom instructions

#### Interactive References

Detailed summaries include clickable references that take you directly to the source:

<Tabs>
  <Tab title="Newsletters & RSS">
    Click on any key takeaway to jump to the exact paragraph in the original article where that information appears. Perfect for verifying context or diving deeper into specific points.
  </Tab>

  <Tab title="YouTube Videos">
    Each key takeaway links to the most relevant timestamp in the video. Skip directly to the moment when that topic is discussed, saving you time scanning through long videos.
  </Tab>
</Tabs>

<Note>
  Additional summarization modes (quick scan, key points only) are planned for future release. These will give you more control over summary length and detail level.
</Note>

## Best Practices

<CardGroup>
  <Card title="Be Specific" icon="bullseye">
    Instead of "tech news," try "focus on AI developments in healthcare and their practical applications"
  </Card>

  <Card title="Iterate" icon="rotate">
    Adjust your instructions based on the summaries you receive. Fine-tune over time for better results
  </Card>

  <Card title="Layer Instructions" icon="layer-group">
    Use account-level for general context, digest-level for theme, and block-level for specific needs
  </Card>

  <Card title="Test Different Approaches" icon="flask">
    Try different instruction styles to see what works best for your content types
  </Card>
</CardGroup>

## Next Steps

<CardGroup>
  <Card title="Create Digests" icon="newspaper" href="/concepts/digests">
    Learn how to build your digests
  </Card>

  <Card title="Add Blocks" icon="cube" href="/concepts/blocks">
    Understand content blocks
  </Card>

  <Card title="Manage Sources" icon="rss" href="/concepts/sources">
    Configure your content sources
  </Card>
</CardGroup>


# Blocks
Source: https://docs.summate.io/concepts/blocks

Building units of your digests

Blocks are the building units of your digests. Each block pulls content from specific sources and generates AI summaries based on your custom instructions.

<Frame>
  <img alt="Example of blocks in the digest builder" />
</Frame>

## What are Blocks?

Think of blocks as content sections within your digest. Each digest is composed of multiple blocks, and each block can pull from different sources. This modular approach lets you mix newsletters, YouTube videos, and RSS feeds in a single digest while customizing how each section is summarized.

<Info>
  You can create multiple blocks of the same type within a digest. This is useful for grouping different sources or applying different custom instructions to each group.
</Info>

## Block Types

Summate offers three types of blocks to organize different content sources:

<Frame>
  <img alt="Add Block modal showing YouTube, RSS, and Email options" />
</Frame>

### Email Block

Pull content from newsletters received in your [Summate Inbox](/concepts/inbox).

<Frame>
  <img alt="Email block configuration showing sender selection" />
</Frame>

<Steps>
  <Step title="Set Up Your Inbox">
    Set up your [Summate Inbox](/concepts/inbox) and forward newsletters to it
  </Step>

  <Step title="Create Email Block">
    Add an Email block to your digest
  </Step>

  <Step title="Select Senders">
    Choose which email senders to include
  </Step>
</Steps>

**Source Selection**

The block displays all **Active** email senders that have been received in your Inbox. Blocked senders are not shown.

<Tip>
  Use the **"Include All"** option if you're just starting out. This automatically includes all newsletters received in your Inbox, making it easy to get started without manual selection.
</Tip>

**Content Processing**

* Only new emails since your last digest are included
* Inactive sources (no new content) won't appear in the digest
* Each email is summarized with a TLDR and key takeaways (learn about [AI summarization](/concepts/ai))

### YouTube Block

Summarize videos from YouTube channels you follow.

<Frame>
  <img alt="YouTube block configuration showing channel selection and filters" />
</Frame>

**Adding Channels**

<CardGroup>
  <Card title="One-Click Import" icon="download">
    Connect your YouTube account to import all your subscriptions at once
  </Card>

  <Card title="Manual Entry" icon="link">
    Paste channel URLs directly to add specific channels
  </Card>
</CardGroup>

**Filters**

* **Filter Shorts** - Exclude YouTube Shorts from your digest
* Videos are automatically filtered if transcripts can't be retrieved (blocked videos)

**Content Processing**

* Only new videos since your last digest are included
* Inactive channels (no new videos) won't appear in the digest
* Each video is summarized with key takeaways linked to relevant timestamps (learn about [AI summarization](/concepts/ai))

<Note>
  Click on any key takeaway to jump directly to the relevant timestamp in the video. Perfect for skipping to the parts that matter most to you.
</Note>

### RSS Block

Aggregate content from blogs, news sites, and any website with an RSS feed.

<Frame>
  <img alt="RSS block configuration showing feed sources" />
</Frame>

<Warning>
  **Supported Feed Types**

  Summate currently only supports RSS feeds that link to HTML pages (blog posts, articles, news sites).

  **Not Supported:** Podcast feeds or any RSS feeds that link directly to media files (.mp3, .mp4, etc.) will be ignored and won't appear in your digest.
</Warning>

**Adding Sources**

Enter a website URL and Summate will try to automatically find the RSS feed.

<Tip>
  If automatic detection doesn't work, find the RSS feed URL yourself (usually something like `website.com/feed` or `website.com/rss`) and paste it directly.
</Tip>

**Content Filtering**

By default, we filter out very short content (less than 10 words) to ensure you only get substantial articles and posts.

**Content Processing**

* Only new content since your last digest is included
* Inactive sources (no new posts) won't appear in the digest
* Each article is summarized with a TLDR and key takeaways (learn about [AI summarization](/concepts/ai))

<Note>
  Click on any key takeaway to jump to the exact paragraph in the original article where that information appears.
</Note>

## Customizing Blocks

### Block Settings

<CardGroup>
  <Card title="Block Name" icon="tag">
    Give your block a descriptive name to stay organized (e.g., "AI Newsletters", "Tech YouTube")
  </Card>

  <Card title="Custom Instructions" icon="wand-magic-sparkles" href="/concepts/ai#customization-levels">
    Add block-level custom instructions to personalize how AI summarizes this specific block's content
  </Card>
</CardGroup>

### Summarization Mode

Currently, all blocks use **Detailed Summaries**, which provide:

* **TLDR** - A brief overview of the content
* **Key Takeaways** - Specific points relevant to your custom instructions

<Note>
  We plan to add topic-based grouping to organize your summaries by themes and subjects automatically.
</Note>

Learn more about customizing AI summaries in our [AI Personalization guide](/concepts/ai).

## Organizing Blocks

### Block Order

Use the up/down arrows to reorder blocks within your digest. Blocks appear in your digest in the order you arrange them.

<AccordionGroup>
  <Accordion title="Common Organization Patterns" icon="list">
    **Priority Order**

    * Most important sources first
    * Time-sensitive content at the top

    **Source Type Grouping**

    * All newsletters together
    * Then YouTube videos
    * Then RSS feeds

    **Topic-Based Organization**

    * Group related content together
    * Separate work vs. personal interests

    **Reading Time**

    * Quick reads first
    * Longer content at the end
  </Accordion>
</AccordionGroup>

### Block Limits

<Info>
  There's no hard limit on the number of blocks per digest. However, keep in mind your monthly credit allocation (2000 credits) when planning your digests. Each newsletter/article costs 1 credit, and videos cost 1-3 credits depending on length.
</Info>

## Best Practices

<CardGroup>
  <Card title="Start Small" icon="seedling">
    Begin with 2-3 blocks and expand as you understand what works for you
  </Card>

  <Card title="Name Descriptively" icon="tag">
    Use clear block names like "AI Research" or "Morning Tech News" for easy identification
  </Card>

  <Card title="Use Custom Instructions" icon="wand-magic-sparkles" href="/concepts/ai#customization-levels">
    Apply block-level instructions to personalize summaries for different content types
  </Card>

  <Card title="Review Regularly" icon="calendar">
    Check your digests weekly to add new sources and remove inactive ones
  </Card>
</CardGroup>

## Next Steps

<CardGroup>
  <Card title="Learn About Digests" icon="newspaper" href="/concepts/digests">
    Understand how digests work
  </Card>

  <Card title="Set Up Your Inbox" icon="inbox" href="/concepts/inbox">
    Configure email forwarding for newsletters
  </Card>

  <Card title="AI Customization" icon="sparkles" href="/concepts/ai">
    Personalize your summaries
  </Card>
</CardGroup>


# Digests
Source: https://docs.summate.io/concepts/digests

Scheduled AI summaries from your content sources

A digest is your personalized content report based on what happened during a specific timeframe. Think of it as a custom newspaper that automatically assembles summaries from all your sources and delivers them on your schedule.

<Frame>
  <img alt="Example of digests list showing multiple configured digests" />
</Frame>

## What is a Digest?

Each digest is a collection of AI-generated summaries from your content sources during a particular time period. Whether it's daily tech news, weekly industry updates, or weekend reading recommendations, digests bring everything together in one place.

<Info>
  Digests are composed of multiple [blocks](/concepts/blocks). Each block pulls content from different sources and can have its own custom instructions for summarization.
</Info>

## How Digests Work

<Steps>
  <Step title="Content Collection">
    Summate monitors your sources and collects new content since your last digest was sent.
  </Step>

  <Step title="AI Processing">
    Our AI summarizes each piece of content according to your custom instructions at the block, digest, or account level.
  </Step>

  <Step title="Digest Generation">
    All summaries are compiled into a single digest at your scheduled time.
  </Step>

  <Step title="Delivery">
    Your digest is delivered via email and made available on the web for reading.
  </Step>
</Steps>

## Scheduling Your Digests

Control when and how often you receive digests:

<Tabs>
  <Tab title="Daily">
    Receive your digest every day at a chosen time. You can even set up multiple daily digests - just make sure they're at least 4 hours apart.

    **Example:** Morning brief at 7 AM, afternoon updates at 2 PM
  </Tab>

  <Tab title="Weekly">
    Choose specific days of the week and a time to receive your digest.

    **Example:** Monday, Wednesday, Friday at 9 AM
  </Tab>

  <Tab title="Monthly">
    Select which days of the month to receive your digest.

    **Example:** 1st and 15th of each month at 10 AM
  </Tab>
</Tabs>

<Tip>
  Set your timezone during onboarding or in [account settings](/account) to ensure digests arrive at the right time. Delivery times automatically adjust for daylight saving time.
</Tip>

## Building Your Digest

Each digest is made up of [blocks](/concepts/blocks) that pull content from your sources:

<CardGroup>
  <Card title="Email Block" icon="envelope">
    Summaries from newsletters received in your [Summate Inbox](/concepts/inbox)
  </Card>

  <Card title="YouTube Block" icon="youtube">
    Summaries from your subscribed YouTube channels
  </Card>

  <Card title="RSS Block" icon="rss">
    Summaries from blogs and websites with RSS feeds
  </Card>

  <Card title="Mix & Match" icon="layer-group">
    Combine multiple block types in a single digest
  </Card>
</CardGroup>

<Note>
  You can create multiple blocks of the same type within one digest. This is useful for grouping different sources or applying different custom instructions.
</Note>

## Reading Your Digests

<Columns>
  <Card title="Email Delivery" icon="inbox" href="/reading/email">
    Digests are automatically sent to your email inbox at the scheduled time. Read them in any email client.
  </Card>

  <Card title="Web Reader" icon="browser" href="/reading/web">
    Access all your digests at summate.io/v2 for a better reading experience with full control over presentation.
  </Card>
</Columns>

<Tip>
  For the best reading experience, use the web reader. Email clients can be restrictive in how they display content, while the web reader gives you full access to all features and formatting.
</Tip>

## Activating Digests

<Warning>
  By default, new digests are created in **draft** state. You must activate them before they start sending.
</Warning>

When you're ready to start receiving a digest:

1. Review your digest settings and blocks
2. Click the **Activate** button
3. Your first digest will be generated at the next scheduled time

## Organization Patterns

Here are some common ways to organize your digests:

<AccordionGroup>
  <Accordion title="By Topic" icon="tags">
    Create separate digests for different interests or areas:

    * **Tech News** - Daily at 8 AM with AI, development, and startup sources
    * **Market Updates** - Weekdays at 6 AM with finance and business sources
    * **Weekend Reads** - Saturdays at 10 AM with long-form articles and essays
  </Accordion>

  <Accordion title="By Purpose" icon="bullseye">
    Organize based on when and why you read:

    * **Morning Brief** - Everything important to start your day
    * **Weekly Roundup** - Comprehensive review of the week's content
    * **Learning Digest** - Educational content on specific skills
  </Accordion>

  <Accordion title="By Source Type" icon="folder">
    Group similar content types together:

    * **Newsletter Digest** - All email subscriptions in one place
    * **YouTube Catchup** - Video summaries from channels you follow
    * **Blog Reader** - RSS feeds from favorite blogs
  </Accordion>
</AccordionGroup>

## Managing Digests

Control your digests from the dashboard:

<CardGroup>
  <Card title="Pause/Resume" icon="pause">
    Temporarily stop delivery without losing your settings
  </Card>

  <Card title="Edit" icon="pen-to-square">
    Modify blocks, schedule, or custom instructions anytime
  </Card>

  <Card title="Delete" icon="trash">
    Permanently remove a digest you no longer need
  </Card>
</CardGroup>

## Best Practices

<CardGroup>
  <Card title="Start Focused" icon="bullseye">
    Create one specific digest first, then expand as you learn what works
  </Card>

  <Card title="Test Timing" icon="clock">
    Adjust delivery times based on when you actually read your digests
  </Card>

  <Card title="Use Custom Instructions" icon="wand-magic-sparkles">
    Leverage [AI features](/concepts/ai) to personalize summaries
  </Card>

  <Card title="Review Regularly" icon="rotate">
    Check your digests weekly to refine sources and settings
  </Card>
</CardGroup>

## Next Steps

<CardGroup>
  <Card title="Add Blocks" icon="cube" href="/concepts/blocks">
    Learn how to add content blocks to your digest
  </Card>

  <Card title="Manage Sources" icon="rss" href="/concepts/sources">
    Understand how to add and organize content sources
  </Card>

  <Card title="AI Personalization" icon="sparkles" href="/concepts/ai">
    Customize how AI summarizes your content
  </Card>
</CardGroup>


# Inbox
Source: https://docs.summate.io/concepts/inbox

Your personal inbox for newsletters

Your Summate Inbox is a unique email address that collects newsletters for your digests while keeping your personal emails private.

<Frame>
  <img alt="Inbox dashboard showing stats, recent emails, and top senders" />
</Frame>

## Setting Up Your Inbox

### Create Your Inbox Address

Every Summate user gets a unique inbox address in the format:

```
username@inbox.summate.io
```

<Warning>
  You can only create your inbox address **once**, so choose a good username! This becomes your permanent address for receiving newsletters.
</Warning>

### Start Receiving Newsletters

Once you have your inbox address, you have two options:

<Tabs>
  <Tab title="Auto-Forwarding (Recommended)">
    **Best for:** Existing newsletter subscriptions

    Set up automatic forwarding from your email provider to your Summate Inbox. This is the recommended approach and takes about 5 minutes.

    <Card title="Complete Setup Guide" icon="arrow-right" href="/guides/auto-forwarding">
      Follow our step-by-step guide for Gmail, Outlook, iCloud, and more
    </Card>

    **Benefits:**

    * Keep all existing subscriptions
    * No need to re-subscribe
    * Works with any email provider
  </Tab>

  <Tab title="Direct Subscription">
    **Best for:** New newsletter subscriptions

    When signing up for new newsletters, use your Summate Inbox address directly:

    1. Find a newsletter you want to subscribe to
    2. Enter `username@inbox.summate.io` as your email
    3. Newsletters arrive directly in your Summate Inbox

    **Benefits:**

    * Keeps newsletters separate from personal email
    * No forwarding setup needed
    * Clean inbox from day one
  </Tab>
</Tabs>

## Why Forwarding Instead of OAuth?

<Info>
  **We chose email forwarding for three key reasons:**

  1. **You control what we see** - Only emails you explicitly forward reach Summate. Your personal emails, banking statements, and private conversations stay completely private.

  2. **Universal compatibility** - Works with every email provider (Gmail, Outlook, iCloud, ProtonMail, corporate emails) without special integrations or permissions.

  3. **No account access** - We never have access to your email account or password. We can't read emails you don't forward to us.
</Info>

## Using Your Inbox

Access your inbox at [summate.io/v2/inbox](https://summate.io/v2/inbox?ref=docs.summate.io) to view and manage your newsletters.

### Dashboard Overview

The dashboard provides a quick overview of your inbox activity:

<Frame>
  <img alt="Inbox statistics showing sender counts and email metrics" />
</Frame>

**Statistics shown:**

* **Total Senders** - All email senders you've received
* **Approved** - Senders available as sources (default for all)
* **Blocked** - Spam senders you've blocked
* **Total Emails** - All newsletters received
* **Unread** - Emails you haven't opened yet
* **Active Senders** - Senders who sent emails recently

**Quick access sections:**

* **Recent Emails** - Latest newsletters from approved senders
* **Top Senders** - Most active newsletter sources

### Emails View

View and read all your newsletters in one place.

<Frame>
  <img alt="Emails view showing full list of received newsletters" />
</Frame>

**Features:**

* Search emails by subject or sender
* Filter by specific senders
* Read full email content
* See when emails arrived
* Track unread status

<Tip>
  Use the Emails view to read newsletters directly in Summate before adding them to your digests. This helps you verify which sources are worth including.
</Tip>

### Senders Management

Manage all your email senders and control what appears in your digests.

<Frame>
  <img alt="Senders view showing approved and blocked senders" />
</Frame>

**Sender states:**

* **Approved** - Default state for all received newsletters. Available as sources in Email blocks.
* **Blocked** - Spam senders you've blocked. Won't appear in digests or as source options.

**Actions:**

* **Block** - Remove spam senders with one click
* **Approve** - Restore blocked senders if needed
* View email count and last received date for each sender

<Note>
  All senders are approved by default. You only need to take action to block spam or unwanted senders.
</Note>

## Adding Newsletters to Digests

Once you have newsletters in your Inbox, add them to your digests:

<Steps>
  <Step title="Create or Edit Digest">
    Go to your digests and create a new one or edit an existing digest
  </Step>

  <Step title="Add Email Block">
    Add an Email block to your digest
  </Step>

  <Step title="Select Senders">
    Choose which approved senders to include in this block, or use "Include All" to add all newsletters
  </Step>

  <Step title="Activate Digest">
    Activate your digest to start receiving summaries on schedule
  </Step>
</Steps>

Learn more about [adding sources to blocks](/concepts/blocks).

## Best Practices

<CardGroup>
  <Card title="Use Forwarding Filters" icon="filter">
    Don't forward everything - only newsletters. This protects your privacy and keeps your inbox relevant.
  </Card>

  <Card title="Choose Username Carefully" icon="user">
    You can only create your inbox once, so pick a username you'll be happy with long-term.
  </Card>

  <Card title="Review Weekly" icon="calendar-check">
    Check your inbox regularly for new senders and block any spam immediately.
  </Card>

  <Card title="Test Before Committing" icon="flask">
    Start by forwarding a few newsletters to test the setup before adding all your subscriptions.
  </Card>
</CardGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Newsletters not appearing in Inbox" icon="envelope">
    **Check these common issues:**

    * Verify your forwarding rules are active in your email provider
    * Make sure you're using the correct inbox address
    * For Outlook/Microsoft 365 users: Check that external forwarding is enabled (see our [auto-forwarding guide](/guides/auto-forwarding/outlook))
    * Check your email provider's spam folder - newsletters might be blocked before forwarding
    * Wait a few minutes - emails can take up to 5 minutes to appear
  </Accordion>

  <Accordion title="How quickly do emails appear?" icon="clock">
    Forwarded emails typically appear in your inbox within seconds to a few minutes of being forwarded.
  </Accordion>

  <Accordion title="Can I forward all my emails?" icon="question">
    Technically yes, but we **strongly recommend** using filters to forward only newsletters. This protects your privacy and keeps your sources relevant. See our [auto-forwarding guide](/guides/auto-forwarding/filter-tips) for filter setup instructions.
  </Accordion>

  <Accordion title="What happens to blocked senders?" icon="ban">
    Blocked senders remain visible in the Senders view (marked as "Blocked") but:

    * Won't appear as options in Email blocks
    * Won't show up in Recent Emails or Top Senders
    * Won't be included in any digests

    You can approve them again if you change your mind.
  </Accordion>

  <Accordion title="Is my forwarded content secure?" icon="shield">
    Yes. We store emails securely for up to 1 year to enable the reading experience and digest generation. You can delete individual emails or all data anytime from your inbox at [summate.io/v2/inbox](https://summate.io/v2/inbox?ref=docs.summate.io).
  </Accordion>

  <Accordion title="Can I change my inbox username?" icon="at">
    No. You can only create your inbox address once, so choose carefully! This is to ensure address uniqueness and prevent confusion.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup>
  <Card title="Set Up Auto-Forwarding" icon="arrow-right" href="/guides/auto-forwarding">
    5-minute setup guide for all email providers
  </Card>

  <Card title="Add to Digests" icon="cube" href="/concepts/blocks">
    Create Email blocks with your newsletters
  </Card>

  <Card title="Manage Sources" icon="rss" href="/concepts/sources">
    Learn about different source types
  </Card>
</CardGroup>


# Sources
Source: https://docs.summate.io/concepts/sources

Individual content providers in your digests

Sources are the individual content providers within your [blocks](/concepts/blocks) - each YouTube channel, RSS blog, or email sender that you add to create your digests.

<Frame>
  <img alt="Overview of different source types in Summate" />
</Frame>

<Info>
  **Email sources** are managed through your [Inbox](/concepts/inbox) - all
  received newsletters are automatically available as sources. **YouTube and RSS
  sources** are added directly when you create blocks in your digest.
</Info>

## What are Sources?

A source is a specific content provider:

* **Email source** - A particular newsletter sender (e.g., "Morning Brew")
* **YouTube source** - A specific channel (e.g., "Fireship")
* **RSS source** - A blog or website with an RSS feed (e.g., "TechCrunch")

Each [block](/concepts/blocks) in your digest pulls content from the sources you've selected for that block.

## Source Types

### Email Sources

Email newsletters from any platform - Substack, Beehiiv, ConvertKit, Mailchimp, or any email-based newsletter.

<Frame>
  <img alt="Email sources in the Inbox showing active and blocked senders" />
</Frame>

**How to add:**

1. Set up your [Summate Inbox](/concepts/inbox)
2. Forward newsletters to your inbox (see our [auto-forwarding guide](/guides/auto-forwarding/overview))
3. New senders appear in your Inbox and are automatically available as sources
4. Add senders to Email blocks
5. Block spam senders with one click if needed

**Management:**

* **Active sources** - Senders available to add to blocks (default for all received newsletters)
* **Blocked sources** - Spam senders you've blocked with one click
* Manage senders through your [Inbox](/concepts/inbox)

### YouTube Sources

Individual YouTube channels you want to follow.

<Frame>
  <img alt="Adding YouTube channels by importing subscriptions or pasting URLs" />
</Frame>

**How to add:**

1. Create a YouTube block in your digest
2. Connect your YouTube account for one-click import of all subscriptions
3. Or paste channel URLs directly

**Management:**

* Filter out Shorts if desired
* Videos with unavailable transcripts are automatically filtered

<Note>
  We plan to add more management tools for YouTube sources in the future.
</Note>

### RSS Sources

Blogs, news sites, and any website with an RSS feed.

<Frame>
  <img alt="Adding RSS feeds by entering website URLs" />
</Frame>

**How to add:**

1. Create an RSS block in your digest
2. Enter a website URL - Summate tries to auto-detect the RSS feed
3. Or paste the RSS feed URL directly if auto-detection doesn't work

**Management:**

* Short content (less than 10 words) is automatically filtered

<Note>We plan to add more management tools for RSS sources in the future.</Note>

## Managing Email Sources

Email sources have the most management tools available for controlling what appears in your digests.

### Managing Senders

When a new newsletter arrives in your [Summate Inbox](/concepts/inbox), it's automatically available as a source.

<Steps>
  <Step title="Review Your Inbox">
    Check your [Inbox](/concepts/inbox) for newsletter senders
  </Step>

  <Step title="Add to Blocks">Add senders to Email blocks in your digests</Step>

  <Step title="Block Spam">
    If spam newsletters appear, block them with one click
  </Step>
</Steps>

<Tip>
  Focus on quality newsletters. If low-value content makes it through your
  forwarding filters, block those senders immediately to keep your Inbox clean.
</Tip>

### Source States

* **Active** - All newsletter senders received in your Inbox (default state)
* **Blocked** - Spam senders you've blocked that won't appear in your digests or Inbox

## Source Quality

<Warning>
  We recommend monitoring high-quality sources only, not spam or low-value
  content. Quality sources lead to better digests and more efficient use of your
  AI credits.
</Warning>

## Best Practices

<CardGroup>
  <Card title="Start Small" icon="seedling">
    Begin with 5-10 high-quality sources per block and expand gradually
  </Card>

  <Card title="Review Regularly" icon="calendar-check">
    Check your Inbox weekly and remove inactive sources monthly
  </Card>

  <Card title="Be Selective" icon="filter">
    Block low-quality senders immediately to keep your Inbox clean
  </Card>

  <Card title="Organize by Block" icon="layer-group">
    Group related sources together in the same block for better organization
  </Card>
</CardGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Newsletters not appearing in Inbox" icon="envelope">
    If newsletters aren't showing up, check the [Inbox page](/concepts/inbox) for common troubleshooting patterns and setup guidance.
  </Accordion>

  <Accordion title="YouTube channels not showing videos" icon="youtube">
    * Verify the channel is actively publishing new content - Check if videos have
      transcripts available (videos without transcripts are filtered)
  </Accordion>

  <Accordion title="RSS feeds not updating" icon="rss">
    * Verify the website still has an active RSS feed
    * Try finding and entering the RSS feed URL directly
    * Check if the website is still publishing new content
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup>
  <Card title="Set Up Inbox" icon="inbox" href="/concepts/inbox">
    Configure your email forwarding
  </Card>

  <Card title="Create Blocks" icon="cube" href="/concepts/blocks">
    Add sources to your blocks
  </Card>

  <Card title="Build Digests" icon="newspaper" href="/concepts/digests">
    Create your first digest
  </Card>
</CardGroup>


# Frequently Asked Questions
Source: https://docs.summate.io/getting-started/faq

Common questions about Summate

## Getting Started

### What is Summate?

Summate is an AI-powered content aggregation platform that creates personalized digests from your newsletters, YouTube subscriptions, and web sources. Instead of checking multiple apps and inboxes, you get one intelligently curated digest on your schedule.

### How much does it cost?

We are currently in beta with pricing at **\$10/month, billed yearly**. This includes 2000 AI credits per month.

As we add more features and value to Summate, the price will increase over time. We plan to introduce monthly billing in the future, but right now our focus is on early believers who want to lock in the current pricing.

## Digests & Blocks

### What's the difference between a digest and a block?

* **Digest** = What you receive on your schedule (e.g., "Morning Tech Brief")
* **Block** = A particular piece within your digest (e.g., "AI News" block)

One digest contains multiple blocks, each pulling from different sources.

### Can I create multiple blocks of the same type in a digest?

Yes! This is very helpful when you want to:

* Group different sources separately
* Apply different custom instructions to each block
* Organize content by topic or priority

### How many digests can I create?

You can create unlimited digests! There's no restriction on the number of digests you can set up.

### Can I share digests with others?

Not at the moment, but this is a feature we have in mind and might add in the future. Please [vote for it on our roadmap](https://summate.io/roadmap?ref=docs.summate.io) if this is important to you!

## Sources & Content

### What sources does Summate support?

Currently, we support:

* **Email** - Any email received through your [Inbox](/concepts/inbox)
* **YouTube** - Videos from any YouTube channel
* **RSS** - Any blog or website that has an RSS feed

We plan to add more native integrations in the future.

### How do I add newsletters?

To add newsletters to Summate, you'll need to use our Inbox feature. Learn more about [how the Inbox works](/concepts/inbox) and how to forward newsletters to your personal Summate inbox address.

### Can I import existing subscriptions?

Yes! We support importing subscriptions from multiple platforms:

* **Email newsletters** - Follow our [auto-forwarding guide](/guides/auto-forwarding/overview) to set up automatic forwarding
* **YouTube** - Connect your YouTube account for one-click import of all your subscriptions
* **Substack** - Connect your Substack account and we'll fetch all your subscriptions in one click

### What's the difference between Substack connection and email newsletters?

This can be confusing! When you use our Substack import feature, we treat Substack blogs as RSS feeds. This means:

* **Free Substacks** - Work perfectly with the import feature
* **Paid Substacks** - We can only access the free preview, not the full content

**Recommendation:** If you're subscribed to paid Substacks, set up your [Inbox](/concepts/inbox) and use the [auto-forwarding feature](/guides/auto-forwarding/overview) instead. This way, you'll get the full content of paid newsletters.

## AI & Summarization

### How does AI summarization work?

We continuously monitor new content being produced from your sources. Before we send out your digest, we summarize it according to your custom instructions.

### Can I customize summaries?

Yes! You can customize summaries at three levels:

* **Block level** - Custom instructions applied only to that specific block
* **Digest level** - Custom instructions applied to all blocks within that digest
* **Account level** - User context applied across all digests

For more details, see our [AI personalization guide](/concepts/ai).

### What are AI credits?

AI credits are used to process your content:

* **Newsletters & articles** - 1 credit per item
* **YouTube videos** - Dynamic pricing (1-3 credits depending on video length)
* **Monthly allocation** - 2000 credits, resets on the 1st of each month

### Can I purchase more credits?

Not at the moment, but we plan to add this feature. In the meantime, please contact [support@summate.io](mailto:support@summate.io) if you need additional credits.

## Technical Questions

### Is my data private?

Yes. We store your data securely and do not sell it to third parties. You can delete your account and all associated data at any time.

### What happens to forwarded emails?

We store forwarded emails securely for up to 1 year. This allows us to:

* Include them in your digests
* Render them in the app for a seamless reading experience

Emails are automatically deleted from our systems after 1 year.

### Which email clients work best?

We strive to provide a great reading experience in most email clients. However, the best reading experience is on **Summate Web** (via mobile or desktop), where we have full control over the presentation. Email clients can be restrictive in what they allow.

## Troubleshooting

### Not receiving digests?

First, check if your digests appear in the [Issues tab](https://summate.io/v2/issues?ref=docs.summate.io). If they're there, we're generating them successfully but they're not being delivered to your inbox.

Please contact [support@summate.io](mailto:support@summate.io) to investigate further.

### Newsletters not appearing?

If newsletters aren't showing up in your Summate Inbox, we haven't received them. Common causes:

* **Network rejection** - Your email provider may be blocking forwarding. If you're using Outlook/Microsoft 365, see our [auto-forwarding guide](/guides/auto-forwarding/outlook) for details on enabling external forwarding.
* **Removed from mailing list** - In rare cases, you may have been unsubscribed from the newsletter (if you subscribed directly).

Check your email provider's settings to ensure forwarding is properly configured.

### Running out of credits?

You cannot purchase additional credits at the moment, but we plan to add this feature in the future. In the meantime, if you're running low on credits, please contact [support@summate.io](mailto:support@summate.io) and we can help you.

## Account & Billing

### Can I change my plan?

We currently offer only one plan, and we don't plan to introduce additional tiers at this time.

### What payment methods are accepted?

We use Stripe for payment processing, which supports all major credit cards, debit cards, and other payment methods available through Stripe.

### Can I cancel anytime?

Yes! Head to your [account settings](/account) to manage your subscription yourself.

### Do you offer team plans?

We're looking into team plans alongside enterprise support. In the meantime, please reach out to [raduan@summate.io](mailto:raduan@summate.io) with your use case and what you'd like to use it for.

## Features & Limitations

### Maximum sources per digest?

There's no hard limit on the number of sources you can add to a digest. However, be mindful that YouTube channels that post frequently can consume your AI credits quickly.

### How far back does content go?

We scan content for the period since your last digest was sent. Your first digest will include content from the last week.

### What languages are supported?

We support receiving content in any language, but summaries are currently only available in English. We plan to add summaries in other languages in the future.

## Still Have Questions?

<Card title="Get in Touch" icon="envelope" href="mailto:support@summate.io">
  Contact us at **[support@summate.io](mailto:support@summate.io)** - we typically respond within 24 hours. Feature requests are always welcome!
</Card>

## Next Steps

<CardGroup>
  <Card title="Quick Start" icon="play" href="/getting-started/quickstart">
    Create your first digest
  </Card>

  <Card title="Digests" icon="newspaper" href="/concepts/digests">
    Learn about digests
  </Card>

  <Card title="Blocks" icon="cube" href="/concepts/blocks">
    Learn about blocks
  </Card>
</CardGroup>


# Quickstart
Source: https://docs.summate.io/getting-started/quickstart

Get your first digest in 5 minutes

Set up your first Summate digest in just 5 minutes and start receiving AI-powered summaries of your newsletters, YouTube videos, and blogs.

## What You'll Build

A personalized digest that automatically:

* Summarizes newsletters, YouTube videos, and blog posts
* Arrives on your schedule (daily, weekly, or monthly)
* Delivers via email and web reader

<Frame>
  <img alt="Example of digests list showing multiple configured digests" />
</Frame>

<Steps>
  <Step title="Sign Up & Complete Onboarding">
    Go to [summate.io](https://summate.io?ref=docs.summate.io) and click "Start free trial". During onboarding:

    1. **Tell us about yourself** - Share your interests so AI can personalize your summaries
    2. **Connect your accounts** - Link YouTube and Substack for quick setup
    3. **Get personalized digests** - We'll create digests based on your profile, or choose from our curated library

    **What you get:**

    * 14-day free trial
    * 2000 AI credits per month
    * Pre-configured digests based on your interests

    <Tip>
      The more you share during onboarding, the better we can tailor your digest recommendations and AI summaries.
    </Tip>
  </Step>

  <Step title="Customize Your Digests">
    After onboarding, you'll have digests already created for you. Customize them by adding, removing, or editing [blocks](/concepts/blocks):

    <Tabs>
      <Tab title="Email Block">
        For newsletters you receive via email:

        1. **Create your [Summate Inbox](/concepts/inbox)** - Get a unique address like `username@inbox.summate.io`
        2. **Forward newsletters** to your inbox ([setup guide](/guides/auto-forwarding/overview))
        3. **Select senders** to include, or choose "Include All" for automatic inclusion

        <Info>
          All approved senders are available as sources. Block spam senders with one click.
        </Info>
      </Tab>

      <Tab title="YouTube Block">
        For YouTube channels you follow:

        1. Connect your YouTube account to import subscriptions, or
        2. Paste channel URLs manually
        3. Select which channels to include

        <Tip>
          If you connected YouTube during onboarding, your subscriptions are already imported!
        </Tip>
      </Tab>

      <Tab title="RSS Block">
        For blogs and news sites:

        1. Paste website URLs - Summate auto-detects RSS feeds
        2. Or add RSS feed URLs directly if auto-detection fails
        3. Import Substack subscriptions ([see guide](/guides/substack-import))

        <Tip>
          If you connected Substack during onboarding, your newsletters may already be added!
        </Tip>
      </Tab>
    </Tabs>

    Learn more about [how blocks work](/concepts/blocks).
  </Step>

  <Step title="Customize AI Summaries (Optional)">
    By default, you get **Detailed Summaries** with TLDR and clickable key takeaways. Add custom instructions to personalize what AI focuses on:

    * **Block-level**: "Focus on pricing and business models"
    * **Digest-level**: "Emphasize actionable insights"
    * **Account-level**: "Write for a technical audience"

    Learn more about [AI customization](/concepts/ai).
  </Step>

  <Step title="Review Your Schedule">
    Your digests come with recommended schedules, but you can adjust when to receive them:

    * **Daily** - Every day at your chosen time (multiple times allowed, 4hr minimum apart)
    * **Weekly** - Pick specific day(s) and time
    * **Monthly** - Choose which days of the month

    <Tip>
      Set your timezone during onboarding or later in [account settings](/account).
    </Tip>
  </Step>

  <Step title="Activate Your Digest">
    Digests start in **Draft** state so you can review before activation:

    1. Review your blocks, sources, and schedule
    2. Click **Activate** when ready
    3. Your first digest arrives at the next scheduled time

    <Warning>
      Once activated, your digest will be generated and sent automatically. You can pause or edit it anytime.
    </Warning>
  </Step>
</Steps>

## What Happens Next?

When your scheduled time arrives, your digest will:

1. **Collect new content** from all your sources since the last digest
2. **Generate AI summaries** based on your [custom instructions](/concepts/ai)
3. **Deliver to your email** inbox and make available on the [web reader](/reading/web)

<Info>
  Digests are always delivered **both via email and web**. No need to choose—read wherever is most convenient.
</Info>

## Next Steps

<CardGroup>
  <Card title="Understand Digests" icon="newspaper" href="/concepts/digests">
    Learn how digests and blocks work together
  </Card>

  <Card title="Add More Sources" icon="rss" href="/concepts/sources">
    Expand your content sources
  </Card>

  <Card title="Reading Options" icon="book-open" href="/reading/web">
    Explore web reader and email delivery
  </Card>
</CardGroup>


# Fastmail Auto-Forwarding Setup
Source: https://docs.summate.io/guides/auto-forwarding/fastmail

Set up advanced auto-forwarding with Fastmail's excellent filtering capabilities

<Note>
  Fastmail offers excellent forwarding capabilities with both simple rules and advanced Sieve filters.
</Note>

## Setup Instructions

<Steps>
  <Step title="Create a Forwarding Rule">
    1. Go to **Settings** → **Rules** (or **Filters & Rules**)
    2. Click **Create rule**
    3. Add conditions to identify newsletters:
       * **From** contains common newsletter domains
       * **Subject** contains newsletter keywords
       * **List-Id** header exists (most accurate)
  </Step>

  <Step title="Set Forward Action">
    Choose the action type:

    * **Send a copy to**: Enter `username@inbox.summate.io`
      * Preserves original sender (recommended)
      * Better for DMARC compliance
    * **Forward**: Re-sends from your address
      * Replies come back to you
  </Step>

  <Step title="Advanced Filtering (Optional)">
    For power users, use Sieve scripting:

    ```sieve theme={null}
    # Forward newsletters based on List-Id header
    if header :contains "List-Id" "newsletter" {
      redirect :copy "username@inbox.summate.io";
      keep;
    }
    ```

    Access via Settings → Advanced → Sieve Filtering
  </Step>
</Steps>

<Info>
  Fastmail's "Send a copy to" (redirect) typically has better deliverability than traditional forwarding, especially with strict DMARC policies.
</Info>

## Why Fastmail is Excellent for This

Fastmail is one of the best options for auto-forwarding newsletters because:

* **Powerful filters** - Supports List-Id header matching (most accurate)
* **Sieve scripting** - Advanced users can write custom logic
* **Better deliverability** - "Send a copy to" preserves original sender
* **No limitations** - All plans support full forwarding features

## Next Steps

<CardGroup>
  <Card title="Filter Tips" icon="filter" href="/guides/auto-forwarding/filter-tips">
    Learn smart filtering strategies to forward only newsletters
  </Card>

  <Card title="Back to Overview" icon="arrow-left" href="/guides/auto-forwarding/overview">
    Return to the main auto-forwarding guide
  </Card>
</CardGroup>


# Recommended Filter Settings
Source: https://docs.summate.io/guides/auto-forwarding/filter-tips

Smart filtering strategies to ensure only newsletters reach your Summate inbox

Setting up the right filters ensures only newsletters reach your Summate inbox, not your personal emails. Here are proven filtering strategies:

## Filter Strategies

<CardGroup>
  <Card title="Platform-Specific Filters" icon="envelope">
    **Newsletter Platforms:**

    * Substack: `from:substack.com`
    * Beehiiv: `from:beehiiv.com`
    * ConvertKit: `from:convertkit.com`
    * Ghost: `from:ghost.io`
    * Mailchimp: `from:mailchimp.com`

    These filters catch all newsletters from major platforms.
  </Card>

  <Card title="Smart Keyword Filters" icon="filter">
    **Combine multiple criteria for accuracy:**

    * `from:newsletter AND has:unsubscribe`
    * `subject:"weekly" OR subject:"daily" OR subject:"digest"`
    * `from:noreply AND has:unsubscribe`

    More specific = fewer false positives.
  </Card>
</CardGroup>

## Universal "Unsubscribe" Filter

<Warning>
  **Use with caution:** The "has the words: unsubscribe" filter catches most newsletters but may also forward:

  * Order confirmations
  * Service notifications
  * Marketing emails
  * Account updates

  For best results, combine with sender filters or use more specific criteria.
</Warning>

## Best Practices

<Tip>
  **Follow these guidelines for better filtering:**

  1. **Start specific** - Begin with known newsletter senders
  2. **Test first** - Apply filters to existing emails before enabling forwarding
  3. **Refine regularly** - Review what's being forwarded weekly
  4. **Use labels** - Mark forwarded emails in your main inbox for easy tracking
</Tip>

## Example Filter Combinations

Here are some example filter combinations that work well:

### Gmail Syntax

```
from:(substack.com OR beehiiv.com OR ghost.io) has:unsubscribe
```

```
subject:(newsletter OR digest OR weekly OR daily) has:unsubscribe
```

```
from:noreply has:unsubscribe -is:chat
```

### Outlook Syntax

* **From** contains: `substack.com` OR `beehiiv.com`
* **Body** contains: `unsubscribe`

### Advanced: List-Id Header (Fastmail/ProtonMail)

The most accurate way to identify newsletters is using the `List-Id` header, which is specifically designed for mailing lists:

```
List-Id exists
```

This catches legitimate newsletters while avoiding promotional emails.

## Provider-Specific Tips

<AccordionGroup>
  <Accordion title="Gmail">
    * Use the search bar to test filters before creating them
    * Apply filters to existing emails to see what would be caught
    * Combine multiple conditions with AND/OR operators
    * Use `-` (minus) to exclude certain criteria
  </Accordion>

  <Accordion title="Outlook">
    * Create multiple simple rules rather than one complex rule
    * Test rules on existing emails first
    * Use "Mark as read" to keep your inbox clean
    * Consider using categories for better organization
  </Accordion>

  <Accordion title="Fastmail">
    * Use Sieve filters for maximum flexibility
    * Check "List-Id" header for most accurate filtering
    * Use "Send a copy to" instead of "Forward" for better deliverability
    * Test with "discard" action first to see what would match
  </Accordion>

  <Accordion title="ProtonMail">
    * Combine multiple conditions for accuracy
    * Use "From contains" for newsletter platforms
    * Test with a single newsletter first
    * Review forwarded emails regularly to refine rules
  </Accordion>
</AccordionGroup>

## Troubleshooting

### Too Many Emails Being Forwarded

If you're forwarding too many non-newsletter emails:

1. **Add more specific conditions** - Use sender domains or subject keywords
2. **Exclude certain senders** - Add exceptions for transactional emails
3. **Review forwarded emails** - Check what's being caught and adjust
4. **Use List-Id** - If your provider supports it (most accurate)

### Missing Newsletters

If newsletters aren't being forwarded:

1. **Check if they match your filter** - Test with the email in question
2. **Look for the sender domain** - Some newsletters come from unexpected domains
3. **Check your spam folder** - Filters don't apply to spam
4. **Verify forwarding is enabled** - Ensure your Summate inbox is verified

## Next Steps

<CardGroup>
  <Card title="Gmail Setup" icon="google" href="/guides/auto-forwarding/gmail">
    Apply these filters in Gmail
  </Card>

  <Card title="Outlook Setup" icon="microsoft" href="/guides/auto-forwarding/outlook">
    Apply these filters in Outlook
  </Card>

  <Card title="Fastmail Setup" icon="envelope" href="/guides/auto-forwarding/fastmail">
    Use Sieve filters in Fastmail
  </Card>

  <Card title="Back to Overview" icon="arrow-left" href="/guides/auto-forwarding/overview">
    Return to the main auto-forwarding guide
  </Card>
</CardGroup>


# Gmail Auto-Forwarding Setup
Source: https://docs.summate.io/guides/auto-forwarding/gmail

Complete step-by-step guide to set up selective auto-forwarding from Gmail to Summate

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.

<Steps>
  <Step title="Go to Gmail Settings">
    Click the gear icon in Gmail and select "See all settings".

    <Frame>
      <div>
        <img alt="Gmail gear icon" />

        <img alt="Gmail settings menu" />
      </div>
    </Frame>
  </Step>

  <Step title="Navigate to Forwarding and POP/IMAP">
    Click on the "Forwarding and POP/IMAP" tab in the settings menu.

    <Frame>
      <img alt="Forwarding and POP/IMAP tab" />
    </Frame>
  </Step>

  <Step title="Add a new Forwarding Address">
    Click "Add a forwarding address" button.

    <Warning>
      **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.
    </Warning>

    <Frame>
      <img alt="Add forwarding address button" />
    </Frame>
  </Step>

  <Step title="Enter your Summate inbox address">
    Enter your unique Summate inbox: `username@inbox.summate.io`

    You should have received this during onboarding. If you haven't, visit [your inbox page](https://summate.io/v2/inbox?ref=docs.summate.io) to find it.

    <Frame>
      <img alt="Enter forwarding address dialog" />
    </Frame>
  </Step>

  <Step title="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.
  </Step>

  <Step title="Find the verification email">
    1. Navigate to [your Summate inbox](https://summate.io/v2/inbox?ref=docs.summate.io)
    2. Look for a new sender in the pending section
    3. Click on the Gmail verification email

    <Frame>
      <img alt="Gmail verification email in Summate inbox" />
    </Frame>
  </Step>

  <Step title="Complete verification">
    Copy the verification link from the email (it starts with `https://mail-settings.google.com/mail/...`) and paste it into your browser.

    <Frame>
      <img alt="Verification link in email" />
    </Frame>
  </Step>

  <Step title="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**

    <Frame>
      <img alt="Filters and blocked addresses tab" />
    </Frame>

    **Part B: Create a new filter**

    Click "Create a new filter" and specify your criteria (e.g., from a specific sender).

    <Frame>
      <img alt="Create new filter dialog" />
    </Frame>

    **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"

    <Frame>
      <img alt="Filter action configuration" />
    </Frame>
  </Step>
</Steps>

## Label-Based Forwarding

<Tip>
  **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.
</Tip>

### 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.

## Next Steps

<CardGroup>
  <Card title="Filter Tips" icon="filter" href="/guides/auto-forwarding/filter-tips">
    Learn smart filtering strategies to forward only newsletters
  </Card>

  <Card title="Back to Overview" icon="arrow-left" href="/guides/auto-forwarding/overview">
    Return to the main auto-forwarding guide
  </Card>
</CardGroup>


# HEY Auto-Forwarding Setup
Source: https://docs.summate.io/guides/auto-forwarding/hey

HEY forwarding limitations and workarounds

<Warning>
  HEY only supports **all-or-nothing** forwarding. You cannot forward only newsletters - it's either everything or nothing. HEY's philosophy doesn't include traditional email rules or filters.
</Warning>

## How HEY Handles Newsletters

HEY automatically routes newsletters to **The Feed** (a separate view), but there's no way to auto-forward only Feed items to external addresses.

## Setup Instructions (All Emails)

<Steps>
  <Step title="Enable Global Forwarding (If Needed)">
    If you must forward all emails:

    1. Go to [app.hey.com/accounts](https://app.hey.com/accounts)
    2. Select your account
    3. Navigate to **Forwarding & Sending**
    4. Add `username@inbox.summate.io` as forwarding address
    5. Complete verification

    **Note:** This forwards ALL emails except spam
  </Step>

  <Step title="Alternative Approach">
    For selective forwarding, consider this workaround:

    1. Forward everything from HEY to another provider (Gmail/Fastmail)
    2. Set up selective rules in that provider
    3. Forward only newsletters to Summate from there

    This adds complexity but enables selective forwarding.
  </Step>
</Steps>

<Note>
  Given HEY's limitations, most users find it easier to manually forward individual newsletters or use HEY's built-in Feed feature instead of auto-forwarding.
</Note>

## Recommendation

If you're a HEY user and want to use Summate with selective forwarding, we recommend:

1. **Use HEY's Feed** - Keep newsletters in HEY's Feed view
2. **Manual forwarding** - Forward specific newsletters you want in Summate
3. **Forwarding chain** - HEY → Gmail → Summate (with filters in Gmail)
4. **Different provider for newsletters** - Use Gmail/Fastmail for newsletter subscriptions

## Next Steps

<CardGroup>
  <Card title="Gmail Setup" icon="google" href="/guides/auto-forwarding/gmail">
    Consider using Gmail with selective filters instead
  </Card>

  <Card title="Back to Overview" icon="arrow-left" href="/guides/auto-forwarding/overview">
    Return to the main auto-forwarding guide
  </Card>
</CardGroup>


# iCloud Mail Auto-Forwarding Setup
Source: https://docs.summate.io/guides/auto-forwarding/icloud

Set up auto-forwarding for iCloud Mail and custom domain addresses

<Note>
  All iCloud Mail emails, including those sent to custom domain addresses, can be automatically forwarded to your Summate inbox.
</Note>

## Setup Instructions

<Steps>
  <Step title="Access iCloud Mail Settings">
    1. Go to [icloud.com/mail](https://icloud.com/mail)
    2. Sign in to your Apple Account
    3. Click the **Settings** button at the top of the Mailboxes list
    4. Choose **Settings**
  </Step>

  <Step title="Configure Mail Forwarding">
    1. Select **Mail Forwarding** in the sidebar
    2. Check the **"Forward my email to"** checkbox
    3. Enter your Summate inbox address: `username@inbox.summate.io`
  </Step>

  <Step title="Optional Settings">
    **Storage Management:**

    * To save iCloud storage, check **"Delete messages after forwarding"**
    * Otherwise, copies of forwarded emails will be stored in iCloud

    **Selective Forwarding:**

    * You can set up rules to forward only certain emails
    * Each rule can only use one forwarding address
    * See [Set up rules to filter email](https://support.apple.com/guide/icloud/set-up-rules-to-filter-email-mm6b1a3f68/icloud) for details
    * Check our [Filter Tips](/guides/auto-forwarding/filter-tips) for newsletter filtering ideas
  </Step>
</Steps>

## To Stop Forwarding

1. Go to [icloud.com/mail](https://icloud.com/mail) and sign in
2. Access **Settings** → **Mail Forwarding**
3. Uncheck the **"Forward my email to"** checkbox

<Info>
  For more details, see Apple's official guide: [Automatically forward email in Mail on iCloud.com](https://support.apple.com/guide/icloud/automatically-forward-email-mm6b1a3960/icloud)
</Info>

## Next Steps

<CardGroup>
  <Card title="Filter Tips" icon="filter" href="/guides/auto-forwarding/filter-tips">
    Learn smart filtering strategies to forward only newsletters
  </Card>

  <Card title="Back to Overview" icon="arrow-left" href="/guides/auto-forwarding/overview">
    Return to the main auto-forwarding guide
  </Card>
</CardGroup>


# Outlook/Microsoft 365 Auto-Forwarding Setup
Source: https://docs.summate.io/guides/auto-forwarding/outlook

Set up auto-forwarding for Outlook.com and Microsoft 365 accounts

<Note>
  Microsoft Enterprise 365 accounts often block automatic email forwarding by default. You may need administrator access to enable this feature.
</Note>

## Setting Up Forwarding Rules in Outlook

Follow these steps to create rules that forward newsletters to your Summate inbox:

<Steps>
  <Step title="Open Rules Settings">
    **In Outlook Desktop:**

    1. Go to **File** → **Manage Rules & Alerts**
    2. Click **New Rule**

    **In Outlook Web:**

    1. Click the Settings gear icon
    2. Select **View all Outlook settings**
    3. Go to **Mail** → **Rules**
    4. Click **Add new rule**
  </Step>

  <Step title="Create a Forwarding Rule">
    1. Name your rule (e.g., "Forward Newsletters to Summate")
    2. Add conditions to identify newsletters:
       * **From**: Specific sender or domain
       * **Subject contains**: Newsletter keywords
       * **Body contains**: "unsubscribe" (use cautiously)

    See [Filter Tips](/guides/auto-forwarding/filter-tips) for smart filtering ideas.
  </Step>

  <Step title="Set the Forward Action">
    1. Add an action: **Forward to**
    2. Enter your Summate inbox: `username@inbox.summate.io`
    3. Optionally add more actions:
       * Mark as read
       * Move to folder
       * Apply category
  </Step>

  <Step title="Review and Enable">
    1. Review your rule settings
    2. Ensure "Turn on this rule" is checked
    3. Click **Save** or **OK**
    4. Test with a sample newsletter
  </Step>
</Steps>

<Info>
  For detailed instructions with screenshots, see Microsoft's guide: [Manage email messages by using rules](https://support.microsoft.com/en-us/office/manage-email-messages-by-using-rules-in-outlook-c24f5dea-9465-4df4-ad17-a50704d66c59)
</Info>

## Troubleshooting: External Forwarding Blocked

If you see this error when trying to forward emails:

<Warning>
  ```
  550 5.7.520 Access denied, Your organization does not allow external forwarding.
  Please contact your administrator for further assistance. AS(7550)
  ```

  This means your Microsoft 365 account has external forwarding disabled. You'll need administrator access to enable it.
</Warning>

### Enabling External Forwarding (Administrator Required)

<Steps>
  <Step title="Access Microsoft 365 Defender">
    Log in as an administrator and navigate to:

    * **Email & collaboration** → **Policies & rules** → **Threat policies** → **Anti-spam policies**

    Or go directly to: [https://security.microsoft.com/antispam](https://security.microsoft.com/antispam)

    <Frame>
      <img alt="Microsoft 365 Anti-spam settings page" />
    </Frame>

    <Tip>
      If you don't see these options, ensure you're logged in with administrator privileges.
    </Tip>
  </Step>

  <Step title="Edit Anti-spam Outbound Policy">
    Click on **Anti-spam outbound policy (Default)** and scroll down to click **Edit protection settings**.

    <Frame>
      <img alt="Anti-spam outbound policy settings" />
    </Frame>
  </Step>

  <Step title="Enable Forwarding Rules">
    1. Find the **Forwarding Rules** section
    2. Locate the **Automatic Forwarding Rules** dropdown
    3. Select **On - Forwarding is enabled**
    4. Click **Save** at the bottom

    <Frame>
      <img alt="Enabling automatic forwarding rules" />
    </Frame>
  </Step>
</Steps>

## Next Steps

<CardGroup>
  <Card title="Filter Tips" icon="filter" href="/guides/auto-forwarding/filter-tips">
    Learn smart filtering strategies to forward only newsletters
  </Card>

  <Card title="Back to Overview" icon="arrow-left" href="/guides/auto-forwarding/overview">
    Return to the main auto-forwarding guide
  </Card>
</CardGroup>


# Overview
Source: https://docs.summate.io/guides/auto-forwarding/overview

Set up auto-forwarding in 5 minutes to send newsletters to your Summate inbox

## Overview

Instead of subscribing to all newsletters manually again, you can set up auto-forwarding and send a copy of selected newsletters from your main inbox to your [summate inbox](/concepts/inbox), automatically.

The overall process typically takes about 5 minutes of time, and generally requires two things:

* add your `@inbox.summate.io` email to your approved forwarding addresses
* setup filters to forward newsletters to your `@inbox.summate.io` email

## Security First

<Info>
  **Why we use email forwarding instead of OAuth**

  We deliberately chose email forwarding over direct inbox access for two key reasons:

  1. **Universal Compatibility** - Works with every email provider (Gmail, Outlook, iCloud, ProtonMail, corporate emails, etc.) without special integrations

  2. **Privacy by Design** - We only see emails you explicitly choose to forward. Your personal emails, bank statements, and sensitive communications stay completely private. We never have access to your full inbox.

  This approach gives you complete control over what content reaches Summate while keeping your email account secure.
</Info>

## Choose Your Email Provider

Select your email provider below to see step-by-step setup instructions:

<CardGroup>
  <Card title="Gmail" icon="google" href="/guides/auto-forwarding/gmail">
    Complete guide with verification and filter setup
  </Card>

  <Card title="Outlook" icon="microsoft" href="/guides/auto-forwarding/outlook">
    Microsoft 365 and Outlook.com setup
  </Card>

  <Card title="iCloud Mail" icon="apple" href="/guides/auto-forwarding/icloud">
    Apple Mail forwarding configuration
  </Card>

  <Card title="Yahoo Mail" icon="yahoo" href="/guides/auto-forwarding/yahoo">
    Yahoo Mail Plus forwarding (paid only)
  </Card>

  <Card title="ProtonMail" icon="lock" href="/guides/auto-forwarding/protonmail">
    Secure email forwarding with custom rules
  </Card>

  <Card title="Fastmail" icon="envelope" href="/guides/auto-forwarding/fastmail">
    Advanced filtering with Sieve support
  </Card>

  <Card title="HEY" icon="wave-pulse" href="/guides/auto-forwarding/hey">
    HEY forwarding limitations and workarounds
  </Card>

  <Card title="Filter Tips" icon="filter" href="/guides/auto-forwarding/filter-tips">
    Recommended settings for selective forwarding
  </Card>
</CardGroup>

## General Tips

Once you've set up forwarding for your email provider:

1. **Test with one newsletter** - Send a test email to verify forwarding works
2. **Check your Summate inbox** - Confirm the email arrives at [your inbox page](https://summate.io/v2/inbox?ref=docs.summate.io)
3. **Refine your filters** - Adjust rules based on what's being forwarded
4. **Review regularly** - Check weekly to ensure only newsletters are forwarded

<Tip>
  Need help with filter settings? Check out our [recommended filter strategies](/guides/auto-forwarding/filter-tips) to ensure only newsletters reach your Summate inbox.
</Tip>


# ProtonMail Auto-Forwarding Setup
Source: https://docs.summate.io/guides/auto-forwarding/protonmail

Set up selective auto-forwarding from ProtonMail with custom rules

<Info>
  ProtonMail supports selective forwarding with custom rules on **paid plans only**. Free accounts cannot use auto-forwarding.
</Info>

## Security Note

When forwarding from ProtonMail to non-Proton addresses (like Summate), emails will **not** be end-to-end encrypted. Only the emails matching your forwarding rules are affected.

## Setup Instructions

<Steps>
  <Step title="Access Forwarding Settings">
    1. Sign in at [mail.proton.me](https://mail.proton.me)
    2. Click **Settings (gear icon)** → **All settings**
    3. Navigate to **Proton Mail** → **Auto-reply and forward**
    4. Click **Forward emails** → **Add forwarding rule**
  </Step>

  <Step title="Create Selective Forwarding Rule">
    1. **Forward from**: Select your Proton address
    2. **Forward to**: Enter `username@inbox.summate.io`
    3. Click **Add condition** for selective forwarding:
       * **From** contains: newsletter domains
       * **Subject** contains: "newsletter", "digest", "weekly"
       * Add multiple conditions for accuracy
    4. Click **Send confirmation email**
  </Step>

  <Step title="Complete Verification">
    1. Check your Summate inbox for the verification email
    2. Click **Accept forwarding** in the email
    3. Your rule is now active

    Manage rules anytime from **Auto-reply and forward** → **Forward emails**
  </Step>
</Steps>

<Tip>
  For advanced filtering, use ProtonMail's **Sieve filters** (Settings → Filters → Add sieve filter) for header-level matching and complex logic.
</Tip>

## Next Steps

<CardGroup>
  <Card title="Filter Tips" icon="filter" href="/guides/auto-forwarding/filter-tips">
    Learn smart filtering strategies to forward only newsletters
  </Card>

  <Card title="Back to Overview" icon="arrow-left" href="/guides/auto-forwarding/overview">
    Return to the main auto-forwarding guide
  </Card>
</CardGroup>


# Yahoo Mail Auto-Forwarding Setup
Source: https://docs.summate.io/guides/auto-forwarding/yahoo

Set up auto-forwarding for Yahoo Mail (paid plans only)

<Warning>
  Yahoo Mail only supports **all-or-nothing** forwarding on paid plans (Yahoo Mail Plus). There's no way to forward only newsletters - all emails will be forwarded to Summate.
</Warning>

## Requirements

* **Yahoo Mail Plus** or **Access + Forwarding** subscription (not available on free accounts)
* Verification of forwarding address

## Setup Instructions

<Steps>
  <Step title="Access Forwarding Settings">
    1. Open Yahoo Mail in your browser
    2. Click the **Settings gear** → **More settings**
    3. Navigate to **Mailboxes**
    4. Click on your primary email account
  </Step>

  <Step title="Enable Auto-Forwarding">
    1. Find the **Auto-forwarding** section
    2. Enter your Summate inbox: `username@inbox.summate.io`
    3. Click **Verify**
    4. Check your Summate inbox for verification email
    5. Complete verification and **Save**
  </Step>
</Steps>

<Note>
  **Important Limitation:** Yahoo filters can move emails to folders but **cannot** forward them. If you need selective forwarding for newsletters only, consider using a different email provider.
</Note>

## Recommendation

Given Yahoo's all-or-nothing limitation, we recommend one of these alternatives:

1. **Use a different provider** - Gmail, Outlook, or Fastmail support selective forwarding
2. **Create a forwarding chain** - Forward Yahoo → Gmail → Summate with filters in Gmail
3. **Manual forwarding** - Forward individual newsletters as needed

## Next Steps

<CardGroup>
  <Card title="Gmail Setup" icon="google" href="/guides/auto-forwarding/gmail">
    Consider setting up Gmail with selective filters instead
  </Card>

  <Card title="Back to Overview" icon="arrow-left" href="/guides/auto-forwarding/overview">
    Return to the main auto-forwarding guide
  </Card>
</CardGroup>


# Substack Import
Source: https://docs.summate.io/guides/substack-import

One-click Substack import

Instead of adding Substack newsletters one by one, you can connect your Substack account and import all your subscriptions at once.

<Warning>
  **Paid Substack subscribers: Use email forwarding instead**

  If you're subscribed to paid Substacks, this import feature will only capture the free preview, not the full content. We **strongly recommend** using [email auto-forwarding](/guides/auto-forwarding/overview) and adding your newsletters to an [Email block](/concepts/blocks#email-block) instead. This way, you'll get the complete content of paid newsletters.
</Warning>

<Info>
  **Best for quick imports:** This feature is designed as a fast way to bring in all your free Substack subscriptions. For better management and full control, consider using [email forwarding](/guides/auto-forwarding/overview) to add newsletters to an Email block instead.

  This import is available when adding an RSS block. You can also add individual Substack newsletters by pasting their URLs directly.
</Info>

## Connecting Your Substack Account

<Steps>
  <Step title="Find your Substack profile URL">
    Navigate to substack.com and click on your profile icon, then click on your name to view your profile.

    <Frame>
      <img alt="Substack profile navigation" />
    </Frame>
  </Step>

  <Step title="Make your 'Reads' section public">
    For Summate to import your subscriptions, your 'Reads' section must be public.

    <Frame>
      <img alt="Substack profile with Reads section" />
    </Frame>

    Click **'Edit Profile'** and scroll down to the **'Reads'** section. Here you can choose which newsletters to make public.

    <Frame>
      <img alt="Substack Reads privacy settings" />
    </Frame>

    <Tip>
      You only need to make your Reads public during the import. After syncing with Summate, you can make them private again.
    </Tip>
  </Step>

  <Step title="Connect in Summate">
    In Summate, when creating or editing an RSS block, click **'Import your Substack'**.

    <Frame>
      <img alt="Import Substack button in Summate" />
    </Frame>

    Enter your Substack profile URL in the format:

    * `https://substack.com/@username` or
    * `https://substack.com/profile/username`

    <Frame>
      <img alt="Substack profile URL input" />
    </Frame>
  </Step>

  <Step title="Select subscriptions to import">
    Summate will fetch all your public subscriptions. Select which ones you want to add to your RSS block.

    <Frame>
      <img alt="Substack subscription selection" />
    </Frame>

    The selected newsletters will be added as sources in your RSS block.
  </Step>
</Steps>

## After Import

Once imported, your Substack newsletters will appear as RSS sources in your block. You can:

* View them in the RSS block's Sources tab
* Remove individual newsletters if needed
* Import additional Substack accounts following the same process

<Note>
  Substack newsletters imported this way are treated as RSS feeds. They'll be summarized just like any other blog or RSS source in your digest.
</Note>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Import not working" icon="circle-exclamation">
    * Verify your Reads section is public
    * Check that your profile URL is correct
    * Try using the alternative URL format (`@username` vs `profile/username`)
  </Accordion>

  <Accordion title="Some newsletters missing" icon="list">
    Only newsletters visible in your public Reads will be imported. Check your Reads privacy settings and make sure the newsletters you want are set to public.
  </Accordion>

  <Accordion title="Already have newsletters via email" icon="envelope">
    If you're already receiving Substack newsletters via [email forwarding](/guides/auto-forwarding/overview), you don't need to import them as RSS sources. You can add them to an Email block instead.
  </Accordion>
</AccordionGroup>

## Related Pages

<CardGroup>
  <Card title="RSS Blocks" icon="rss" href="/concepts/blocks#rss-block">
    Learn about RSS blocks and sources
  </Card>

  <Card title="Sources" icon="newspaper" href="/concepts/sources#rss-sources">
    Understand how sources work
  </Card>

  <Card title="Email Forwarding" icon="envelope" href="/guides/auto-forwarding">
    Alternative: Forward Substack newsletters via email
  </Card>
</CardGroup>


# Welcome to Summate
Source: https://docs.summate.io/introduction

Your Personal Digest for Everything You Follow

Summate transforms your information overload into actionable insights by creating AI-powered digests from newsletters, YouTube videos, and blogs—all delivered on your schedule.

<Frame>
  <img alt="Summate digests dashboard showing multiple configured digests" />
</Frame>

## What is Summate?

Instead of checking multiple inboxes, apps, and websites throughout the day, Summate automatically:

* **Collects** content from your newsletters, YouTube subscriptions, and RSS feeds
* **Summarizes** everything using AI based on your interests and custom instructions
* **Delivers** personalized digests on your schedule (daily, weekly, or monthly)

## How It Works

<Steps>
  <Step title="Connect Your Sources">
    Add newsletters via email forwarding, import YouTube subscriptions, or connect RSS feeds from your favorite blogs.
  </Step>

  <Step title="Create Custom Digests">
    Build digests by adding blocks for different content types. Organize by topic, source type, or reading time.
  </Step>

  <Step title="Customize AI Summaries">
    Add custom instructions to tell AI what to focus on. Get TLDR summaries and clickable key takeaways.
  </Step>

  <Step title="Receive on Schedule">
    Your digests arrive via email and web at your chosen times. Read with embedded content and keyboard shortcuts.
  </Step>
</Steps>

## Why Summate?

<CardGroup>
  <Card title="Save Time" icon="clock">
    Stop spending hours reading newsletters and watching videos. Get AI-generated summaries with key takeaways.
  </Card>

  <Card title="Stay Organized" icon="folder">
    All your content sources in one place. No more switching between email, YouTube, and RSS readers.
  </Card>

  <Card title="Personalize Everything" icon="wand-magic-sparkles">
    Custom instructions at block, digest, or account level. AI learns what matters to you.
  </Card>

  <Card title="Read Anywhere" icon="mobile">
    Digests delivered via email and web. Embedded content, keyboard shortcuts, and full history.
  </Card>
</CardGroup>

## Explore Key Concepts

<CardGroup>
  <Card title="Digests" icon="newspaper" href="/concepts/digests">
    Scheduled AI summaries delivered on your timeline
  </Card>

  <Card title="Blocks" icon="cube" href="/concepts/blocks">
    Organize newsletters, YouTube, and RSS sources
  </Card>

  <Card title="AI Personalization" icon="sparkles" href="/concepts/ai">
    Customize summaries with custom instructions
  </Card>

  <Card title="Your Inbox" icon="inbox" href="/concepts/inbox">
    Private email address for newsletter collection
  </Card>

  <Card title="Read Anywhere" icon="book-open" href="/reading/web">
    Email delivery and web reader options
  </Card>

  <Card title="Sources" icon="rss" href="/concepts/sources">
    Manage your content providers
  </Card>
</CardGroup>

## Who Uses Summate?

<AccordionGroup>
  <Accordion title="Developers & Tech Professionals" icon="code">
    **Use Case:** Stay updated on tech news, frameworks, and industry trends without spending hours reading.

    **Example Digest:** Morning Tech Brief

    * AI newsletters (The Batch, Import AI)
    * Dev blogs (Kent C. Dodds, Josh Comeau)
    * YouTube channels (Fireship, Theo)
    * Custom instructions: "Focus on practical applications and code examples"
  </Accordion>

  <Accordion title="Investors & Business Leaders" icon="chart-line">
    **Use Case:** Monitor market trends, startup news, and business insights efficiently.

    **Example Digest:** Market Intelligence

    * Financial newsletters (Stratechery, The Diff)
    * VC blogs (First Round, a16z)
    * Business YouTube (Y Combinator, All-In Podcast)
    * Custom instructions: "Highlight market trends and predictions"
  </Accordion>

  <Accordion title="Content Creators & Marketers" icon="bullhorn">
    **Use Case:** Research trends, competitor content, and industry best practices.

    **Example Digest:** Content Inspiration

    * Marketing newsletters (Marketing Brew, Content Marketing Institute)
    * Creator blogs (Nathan Barry, Tim Ferriss)
    * YouTube tutorials (Ali Abdaal, Peter McKinnon)
    * Custom instructions: "Focus on actionable tactics and real examples"
  </Accordion>

  <Accordion title="Researchers & Academics" icon="graduation-cap">
    **Use Case:** Track publications, papers, and developments in specific fields.

    **Example Digest:** Research Roundup

    * Academic RSS feeds
    * Research newsletters
    * Educational YouTube channels
    * Custom instructions: "Summarize methodologies and key findings"
  </Accordion>
</AccordionGroup>

## Get Started in 5 Minutes

<CardGroup>
  <Card title="Quickstart Guide" icon="play" href="/getting-started/quickstart">
    Set up your first digest in under 5 minutes with our step-by-step guide.
  </Card>

  <Card title="Auto-Forwarding Setup" icon="inbox-out" href="/guides/auto-forwarding">
    Connect your existing newsletters from Gmail, Outlook, or any email provider.
  </Card>

  <Card title="FAQ" icon="circle-question" href="/getting-started/faq">
    Common questions about pricing, features, and troubleshooting.
  </Card>
</CardGroup>

## Next Steps

Ready to stop drowning in content?

<Card title="Start Free Trial" icon="rocket" href="https://summate.io?ref=docs.summate.io">
  **Sign up at summate.io** - No credit card required for 14-day trial
</Card>

Or explore the docs to learn more:

<CardGroup>
  <Card title="Understand Digests" icon="newspaper" href="/concepts/digests">
    Learn how digests and blocks work
  </Card>

  <Card title="AI Personalization" icon="sparkles" href="/concepts/ai">
    Customize summaries with instructions
  </Card>

  <Card title="Set Up Your Inbox" icon="inbox" href="/concepts/inbox">
    Get your unique newsletter address
  </Card>
</CardGroup>


# Email
Source: https://docs.summate.io/reading/email

Digest delivery via email

Digests are delivered directly to your inbox on schedule, formatted for easy reading in any email client.

<Frame>
  <img alt="Example email digest showing multiple blocks with summaries" />
</Frame>

## How Email Digests Work

Your digest appears as a single email with blocks displayed as separate sections. Each block contains AI-generated summaries from its connected sources, appearing in the same order you arranged them in the digest builder.

### What You See

Each item in your digest includes:

* **TLDR summary** - Quick overview of the content
* **Key takeaways** - Important points and insights
* **Source attribution** - Newsletter sender, video channel, or blog
* **Links to full content** - Read the original source

<Info>
  All summaries are generated using your [AI customization settings](/concepts/ai) at the block, digest, or account level.
</Info>

## Different Summary Types

Summary formats vary based on your [AI customization settings](/concepts/ai). Each format offers different features for interacting with content.

### Detailed Summaries

When using the **Detailed Summaries** format, you get interactive references that work directly in your email client:

<Steps>
  <Step title="Click on key takeaways">
    Each takeaway in Detailed Summaries is clickable
  </Step>

  <Step title="Jump to exact context">
    * **Email content**: Jumps to the specific paragraph in the original email
    * **YouTube videos**: Opens video at the exact timestamp
    * **RSS posts**: Links to the relevant section in the blog post
  </Step>

  <Step title="Read full content">
    Access complete newsletters, videos, and articles from digest links
  </Step>
</Steps>

<Tip>
  Interactive references make it easy to verify AI summaries or dive deeper into specific points without losing your place in the digest.
</Tip>

<Info>
  More summary formats with unique interactive features are coming soon.
</Info>

## Reading Experience

### Email Client Compatibility

Digests work with all major HTML-capable email clients:

* Gmail (Web & Mobile)
* Apple Mail
* Outlook
* Yahoo Mail
* ProtonMail
* Spark

### Large Digests

Some email clients (especially Gmail) may clip very long digests. If you see "View entire message" at the bottom, click the **"Read on Web"** link at the top of your digest for the full experience.

<Warning>
  Email client formatting can be restrictive. For the best reading experience with embedded content and interactive features, use the [web reader](/reading/web).
</Warning>

## Ensuring Delivery

<Accordion title="Whitelist Summate's sender address">
  Add `hello@summate.io` to your email contacts or safe sender list to ensure digests reach your inbox.
</Accordion>

<Accordion title="Check spam/promotions folders">
  When you receive your first digest, check spam or promotions folders. Mark as "Not Spam" if found there.
</Accordion>

<Accordion title="Report delivery issues">
  If digests consistently don't arrive, contact [support@summate.io](mailto:support@summate.io) with your email provider details.
</Accordion>

## Web Reader Alternative

Digests are always available on the web alongside email delivery. The web reader offers:

* Full control over presentation and formatting
* Embedded email, video, and blog content
* Keyboard shortcuts for faster navigation
* Access to all past digest issues

<Card title="Switch to Web Reader" icon="globe" href="/reading/web">
  Learn about reading digests in the Summate web interface
</Card>

## Related Pages

<CardGroup>
  <Card title="Digests" icon="newspaper" href="/concepts/digests">
    Customize delivery schedule and activation
  </Card>

  <Card title="AI Personalization" icon="sparkles" href="/concepts/ai">
    Understand summarization and customization
  </Card>

  <Card title="Blocks" icon="layer-group" href="/concepts/blocks">
    Organize content sources in your digest
  </Card>

  <Card title="Inbox" icon="inbox" href="/concepts/inbox">
    Read full newsletter emails anytime
  </Card>
</CardGroup>


# Web
Source: https://docs.summate.io/reading/web

Online digest reader

Access all your digests online at [summate.io/v2/issues](https://summate.io/v2/issues?ref=docs.summate.io) with an optimized reading experience and interactive features.

<Frame>
  <img alt="Summate web reader showing digest issue with multiple content blocks" />
</Frame>

## Accessing the Web Reader

Digests are always available on the web alongside email delivery—no need to choose between formats.

<Tabs>
  <Tab title="Direct Access">
    Visit `summate.io/v2/issues` to see all your digest issues:

    * **Chronological view** - All past digests organized day by day
    * **One-click access** - Select any digest to start reading
    * **Bookmark it** - Quick access for daily reading
  </Tab>

  <Tab title="From Email">
    Every email digest includes a **"Read on Web"** link that:

    * Opens directly to that specific digest issue
    * Provides the full reading experience
    * Useful when email clients clip long digests
  </Tab>
</Tabs>

<Frame>
  <img alt="List of all digest issues organized chronologically" />
</Frame>

## Why Use the Web Reader

The web interface offers advantages over email for interactive reading:

<CardGroup>
  <Card title="Embedded Content" icon="window-restore">
    Read full emails, watch YouTube videos, and view RSS blogs—all on one platform without switching tabs
  </Card>

  <Card title="Keyboard Shortcuts" icon="keyboard">
    Navigate through digest items quickly with keyboard commands (desktop)
  </Card>

  <Card title="Interactive Features" icon="sparkles">
    Clickable takeaways that jump to exact paragraphs or video timestamps
  </Card>

  <Card title="Full History" icon="clock-rotate-left">
    Browse and search all past digest issues anytime
  </Card>
</CardGroup>

## Reading Interface

### Navigation

The web reader provides two views for navigating your digest:

**Canvas View (Reading List)**

* See all items in the current digest
* Navigate between items with keyboard shortcuts
* Visual overview of content blocks
* Quick scanning through summaries

**Detail View (Content Sheet)**

* Full content display for selected item
* Embedded emails, videos, and blog posts
* Toggle summary and takeaways sections
* Read full original content without leaving the digest

### Embedded Content Rendering

<Tabs>
  <Tab title="Email Content">
    Full newsletter emails render directly in the digest reader using the same interface as the [Inbox](/concepts/inbox):

    * Original formatting preserved
    * Images and links intact
    * No need to switch to email client
  </Tab>

  <Tab title="YouTube Videos">
    Videos play in an embedded player with full controls:

    * Play/pause and speed adjustment
    * Timestamp jumps from AI takeaways
    * Keyboard shortcuts for playback control
  </Tab>

  <Tab title="RSS Blogs">
    Blog posts and articles display with clean formatting:

    * Readable typography
    * Images and embedded media
    * Links to original source
  </Tab>
</Tabs>

<Tip>
  The web reader is especially useful on **desktop** where keyboard shortcuts make navigation significantly faster than scrolling through email.
</Tip>

## Keyboard Shortcuts

Navigate efficiently with keyboard commands (desktop only):

### Canvas Navigation (Reading List)

* `j` or `↓` — Navigate to next item
* `k` or `↑` — Navigate to previous item
* `Cmd/Ctrl + ↑` — Jump to first item
* `Cmd/Ctrl + ↓` — Jump to last item
* `Enter` — Open detail view for current item

### Detail View (All Content Types)

* `Esc` — Close detail view
* `r` — Toggle read/unread status
* `e` — Mark as read
* `s` — Toggle summary section
* `t` — Toggle takeaways section

### Detail View (YouTube Only)

* `Space` — Play/pause video
* `d` — Speed up playback
* `a` — Slow down playback

<Info>
  Keyboard shortcuts are available on desktop only. Mobile users can navigate by tapping items in the reading list.
</Info>

## Different Summary Types

Summary formats vary based on your [AI customization settings](/concepts/ai). Each format offers different features for interacting with content.

### Detailed Summaries

When using the **Detailed Summaries** format, interactive references work seamlessly in the web reader:

<Steps>
  <Step title="Click on key takeaways">
    Each takeaway is clickable in both summary and detail views
  </Step>

  <Step title="Jump to exact context">
    * **Email content**: Scrolls to the specific paragraph in the embedded email
    * **YouTube videos**: Jumps video to the exact timestamp in the embedded player
    * **RSS posts**: Links to the relevant section in the embedded blog post
  </Step>

  <Step title="Read or watch in place">
    All content is embedded—no need to open external links or switch tabs
  </Step>
</Steps>

<Info>
  More summary formats with unique interactive features are coming soon.
</Info>

## When to Use Web vs Email

<Tabs>
  <Tab title="Use Email When...">
    * You prefer reading in your familiar email client
    * You want to quickly scroll through digest summaries
    * You're triaging content on the go
    * You don't need embedded video/content
  </Tab>

  <Tab title="Use Web When...">
    * You want to watch videos or read full emails in one place
    * You're on desktop and can use keyboard shortcuts
    * Email client is clipping long digests
    * You need to find past digest issues
    * You want the most interactive reading experience
  </Tab>
</Tabs>

## Related Pages

<CardGroup>
  <Card title="Email Reading" icon="envelope" href="/reading/email">
    Read digests in your email client
  </Card>

  <Card title="AI Personalization" icon="sparkles" href="/concepts/ai">
    Understand interactive summaries and takeaways
  </Card>

  <Card title="Digests" icon="newspaper" href="/concepts/digests">
    Configure delivery schedule and settings
  </Card>

  <Card title="Inbox" icon="inbox" href="/concepts/inbox">
    Manage newsletter sources and read full emails
  </Card>
</CardGroup>