Once Max is connected, you can fully customize how it manages your email and calendar.
Go to Max → Settings to find four key tabs: Email Labeling, Drafting, Scheduling, and Advanced Settings.
Each section lets you teach Max your preferences — from how to categorize emails, to when it should follow up, to how it speaks on your behalf.
✉️ Email Labeling
Automatically categorize your incoming emails to keep your inbox organized and actionable.
Enable Labeling
Turn ON the Enable Email Labeling toggle.
Add a Labeling prompt to tell Max how to label emails. Example:
“Label newsletters as FYI, client emails as 1to respond, and internal updates as 8comment.”
System Labels
You’ll see a list of predefined labels Max can use:
Label | Description |
1: to respond | Emails you need to respond to |
2: watching | Important CC’d emails you don’t need to reply to |
3: scheduling needed | Requests to book or reschedule meetings |
4: awaiting reply | Threads where you’re waiting for an answer |
5: actioned | Resolved or completed emails |
6: FYI | Informational messages only |
7: meeting update | Calendar or meeting changes |
8: comment | Collaboration updates |
9: notification | Automated notifications |
10: marketing | Newsletters or promotional mail |
You can also move labels to folders for extra organization.
📸 Screenshot: Email Labeling tab showing label list and toggle.
🧠 Drafting
Let Max write email replies and follow-ups using your tone and rules.
Enable Drafting
Turn ON the Enable Drafting toggle.
Use the Drafting prompt to describe your preferred style. Example:
“Keep replies polite, concise, and professional. Always add my calendar link when scheduling.”
Follow-Ups
Enable Follow-up to let Max prepare reminder emails if no reply is received.
Customize the Follow-up instructions. Example:
“Send a short reminder after 2 days for important client messages.”
Adjust the Follow-up delay slider to control timing.
Signature
You can automatically import your email signature from Gmail.
Max will include it in every draft it prepares.
📸 Screenshot: Drafting tab showing toggles, prompts, and signature preview.
📅 Scheduling
Max can handle your meeting scheduling preferences and insert links automatically.
Configure Availability
Use the Scheduling prompt to tell Max when you’re available. Example:
“Available Monday to Friday, 8:30–19:00. No meetings between 12:00 and 12:30.”
Choose your Timezone from the dropdown list.
Add Scheduling Links
Add your booking link (e.g., Google Calendar or Calendly). Example:
https://calendar.app.google/ICDULKNJsdj41v4G6AAdd a title for the link, like 30-minute meeting.
Toggle Active to let Max include the link automatically in emails.
📸 Screenshot: Scheduling tab showing prompt, timezone, and link fields.
⚙️ Advanced Settings
Fine-tune how Max behaves in conversations and notifications.
Conversation Instructions
Tell Max how to act during live chats or interactions. Example:
“Always summarize long emails before replying unless I ask otherwise.”
Personality
Select Max’s personality profile:
Chief of Staff – concise, professional, and executive-focused.
(More options coming soon.)
Language
Choose the language Max will use for messages and notifications.
📸 Screenshot: Advanced Settings tab showing personality and language options.
💡 Best Practices
Update your prompts regularly to help Max stay aligned with your workflow.
Keep all integrations (Gmail, Calendar, Slack) connected to ensure consistency.
Check your drafts and labels during the first week to fine-tune results.
Use short, specific instructions rather than long general descriptions.
🔍 Next Steps
Now that you’ve configured Max’s settings:
Review how Max helps you every day in Using Max Day-to-Day.
Check your Activity Feed to monitor labeling, drafting, and scheduling actions.