Forwarding setup wizard

Plug Summit into
your tenant inbox.

Summit reads tenant emails by receiving forwarded copies — so your tenants keep emailing your existing address, and a copy gets routed to your AI agent. Three steps, about 5 minutes per inbox. Multi-property operators: scroll down for bulk-import tips.

1Your unique Summit inbox

Copy this address.

This is YOUR unique routing address. Anything sent here lands in your Summit account and gets read by the agent. Don't share it publicly — it's how Summit knows traffic belongs to you.

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2Set up forwarding

Pick your email provider.

Choose the provider hosting your tenant inbox. Most PMs use Gmail, Outlook, or Google Workspace.

mail.google.com
1

Settings dropdown

Quick settings
See all settings
Themes
Get add-ons
Settings tabs
2

Pick the right tab

General
Labels
Inbox
Forwarding and POP/IMAP
Filters
Forwarding settings
3

Add your Summit address

Add a forwarding address
Next →

Three clicks. Then paste your Summit address from Step 1. Detailed walkthrough below.

  1. Open Gmail → click the gear icon (top right) → See all settings.
  2. Click the Forwarding and POP/IMAP tab.
  3. Click Add a forwarding address, paste your Summit address from Step 1, click Next → Proceed.
  4. Gmail emails Summit a verification code. Wait ~30 seconds, then check the Inbound Activity view in Summit — the verification email will land there. Copy the code.
  5. Paste the verification code back in Gmail.
  6. In Gmail, choose Forward a copy of incoming mail to [your Summit address] and keep Gmail's copy in the Inbox. Save changes.
Recommended filter — forward only TENANT email, not everything: in Gmail → Settings → Filters → Create new filter → set From: to *@yourdomain.com NOT (so it excludes internal email) OR set Has the words: to include keywords like maintenance OR rent OR lease. Then in the filter actions, choose Forward to your Summit address.
outlook.com
1

Settings pane

Quick settings
View all Outlook settings
Mail settings
2

Mail → submenu

Layout
Compose & reply
Rules
Forwarding
Junk email
Forwarding
3

Enable + paste address

☑ Enable forwarding
☑ Keep a copy
Save

Three clicks plus your Summit address. Detailed walkthrough below.

  1. Open Outlook.com → click the gear icon → View all Outlook settings.
  2. Go to Mail → Forwarding.
  3. Check Enable forwarding. Paste your Summit address from Step 1.
  4. Check Keep a copy of forwarded messages. Save.
For filtered forwarding (only tenant email): create an Outlook Rule under Mail → Rules → Add new rule, condition like "From contains @yourdomain.com" → action "Forward to" your Summit address.
  1. Go to icloud.com/mail in a browser (the iCloud mobile/desktop app doesn't expose the forwarding setting).
  2. Click the gear icon → Preferences.
  3. Open the General tab.
  4. Check Forward my email to, paste your Summit address from Step 1.
  5. Check Keep a copy of forwarded messages. Click Done.
iCloud limitation: iCloud Mail does NOT support per-rule forwarding (no "forward only from these senders"). It's all-or-nothing. If you mix tenant mail with personal mail in the same inbox, consider a free Gmail account just for tenant comms with forwarding pointed at Summit. Most multi-property operators end up doing this.
  1. Yahoo Mail's forwarding is a paid feature (Yahoo Mail Pro, ~$3.49/mo). The free tier doesn't expose forwarding — confirm you're on Mail Pro before continuing.
  2. Go to Settings → More Settings → Mailboxes.
  3. Click your primary mailbox, then scroll to Forwarding.
  4. Enter your Summit address from Step 1 and click Verify.
  5. Yahoo sends a verification email to Summit. Check the Inbound Activity view in Summit — copy the code and paste it back in Yahoo.
  6. Save changes.
Filtered forwarding: Yahoo also lets you set up filter rules via Settings → More Settings → Filters with a "forward to" action — same as Gmail. Useful if tenant + personal share the inbox.
  1. Open Fastmail in a browser, click Settings (top right).
  2. Go to Mail → Rules.
  3. Click New rule. Name it "Forward tenant email to Summit."
  4. Conditions: leave blank to forward all mail, or add "From contains @yourdomain.com" to filter.
  5. Actions: Forward to → paste your Summit address from Step 1.
  6. Make sure Keep a copy is checked so the original stays in your inbox.
  7. Save.
Fastmail is the cleanest of the consumer email providers for forwarding — rules engine is more flexible than Gmail's, no verification step on the destination address. Recommended for landlords moving off iCloud or Yahoo.
  1. Sign in to mail.zoho.com.
  2. Click the Settings gear → Mail Accounts.
  3. Select your account, then open the Forward and POP/IMAP section.
  4. Click Add Email Address next to "Forward Email" and paste your Summit address from Step 1.
  5. Zoho sends a verification email. Check the Inbound Activity view in Summit and copy the verification code back.
  6. Save. Make sure Keep a copy in Zoho is enabled.
Zoho Mail business plans support per-domain forwarding rules via the Zoho Mail Admin Console. If you run multiple branded inboxes (leasing@, maintenance@), apply the rule to your domain or to an organizational group rather than per-mailbox.
  1. Proton Mail's automatic forwarding is a paid feature (Mail Plus or higher).
  2. Sign in at account.proton.me.
  3. Go to Settings → All settings → Forward.
  4. Click Add forwarding address and paste your Summit address from Step 1.
  5. Proton sends a confirmation email to Summit. Check Inbound Activity for it and click the confirm link.
  6. Optionally add filter conditions (sender contains, subject contains, etc.). Save.
Proton note: Proton's end-to-end encryption means forwarded mail is decrypted by Proton then re-sent to Summit in plaintext. That's still TLS-encrypted in transit but it's no longer E2EE end-to-end. If E2EE is a hard requirement, Proton isn't the right inbox for an AI-agent product — use it for personal mail and a separate provider for tenant comms.
  1. Sign in to admin.google.com with a Workspace super-admin account.
  2. Apps → Google Workspace → Gmail → Routing.
  3. Click Configure on the Routing setting (or Add another rule).
  4. Name the rule (e.g. "Forward tenant email to Summit"). Choose the scope (e.g. an OU containing your PM inboxes).
  5. Under Affect users, choose Inbound + Outbound or Inbound only.
  6. Under Modify message, check Also deliver to → add your Summit address from Step 1.
  7. Save. The rule applies to all inboxes in the chosen OU — no per-user setup needed.
Multi-property tip: create a sub-OU containing only your tenant-facing inboxes (e.g. leasing@, maintenance@) and apply the routing rule to that OU. Internal staff email never gets forwarded.
  1. Sign in to admin.microsoft.com as a global admin.
  2. Go to Exchange admin center → Mail flow → Rules.
  3. Click + Add a rule → Create a new rule.
  4. Name: "Forward tenant email to Summit". Apply this rule if: The recipient → is a member of [your tenant-facing distribution group, or individual mailboxes].
  5. Do the following: Bcc the message to → paste your Summit address from Step 1.
  6. Save and enable the rule.
Use BCC, not forward: a forward rule rewrites the From header which breaks Summit's tenant identification. BCC keeps the original sender intact so the agent matches the tenant correctly.
  1. Most email providers have a forwarding option somewhere in account / mail / rules settings. Look for "Forwarding" or "Server-side rules."
  2. Add your Summit address from Step 1 as the forwarding destination.
  3. Make sure to keep a copy in the original inbox — Summit reads the forwarded copy, you keep the original record.
  4. If your provider isn't listed, email summitautomationsslc@gmail.com and we'll walk you through it.
Got 10+ properties on different inboxes? Two approaches:
  • Single Summit address (recommended for most operators): point every tenant inbox at the same Summit address from Step 1. Summit auto-routes based on the tenant's email and the unit they're on.
  • Per-property addresses: needed if you sell multiple properties as separate brands. Email support to provision additional inbound slugs.
3Test the wiring

Send a real email to confirm.

Send any email from any address (your phone, a friend, anywhere) to your real tenant inbox — the one you just set up forwarding from. Subject can be anything. We'll watch for it to arrive in Summit. This verifies the actual forwarding plumbing, not just a synthetic test.

Sometimes provider forwarding takes 30–60 seconds to propagate the first time. If nothing arrives after 5 minutes, double-check the forwarding rule is enabled and the destination address matches Step 1.

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