Perfcopilot

Connect IMAP

Email-count signals (sent/received) for any IMAP server. Use this only when neither Gmail nor Microsoft 365 fits — e.g. Fastmail, ProtonMail Bridge, self-hosted mail.

Prerequisites

  • IMAP server hostname, port, and the account email you want to connect
  • An app-specific password for that account (regular account passwords usually won't work due to 2FA)
  • A PerfCopilot admin account (the Connect button is only visible to admins)

1. Generate credentials in your mail provider

  1. Sign in to your mail provider's web settings.
  2. Generate an app-specific password for the mail account:
    • Fastmail: Settings → Privacy & Security → Integrations → New API token → "Read-only mail access".
    • ProtonMail: Use ProtonMail Bridge; copy the generated password.
    • Other providers: check the provider's docs for "app-specific password" or "IMAP password".

[Screenshot: app-specific password generation in mail provider settings — pending]

  1. Note the IMAP host + port (usually 993 for SSL/TLS, 143 for STARTTLS).

Copy these values; you'll paste them in the next step:

  • host (e.g. imap.fastmail.com)
  • port (usually 993)
  • username (full email address)
  • password (the app-specific password from step 2)

2. Paste into PerfCopilot

  1. Open Integrations on your PerfCopilot admin.

  2. Find the IMAP card and click Connect (or Manage if already configured).

  3. Paste each value into the matching field:

    | Field in PerfCopilot | Value from step 1 | |---|---| | Host | <your value> | | Port | <your value> | | Username | <your value> | | Password | <your value> |

  4. Click Save.

[Screenshot: IMAP drawer with credentials filled — pending]

3. Verify

Click Test in the drawer. Expected:

✅ Authenticated as your.name@company.com

If you see a red error, jump to Common errors.

Common errors

| Message | What it usually means | Fix | |---|---|---| | HTTP 401: AUTHENTICATIONFAILED | Wrong password, or the provider requires an app-specific password. | Generate an app-specific password in your provider's settings and paste that instead of the regular account password. | | Connection refused | Wrong host or port. | Most providers use 993 for SSL, 143 for STARTTLS — re-check the provider docs and re-paste. | | HTTP 401: <body excerpt> | Credentials rejected. | Re-check that you copied the full token, no leading/trailing whitespace. |

What signals we pull

  • email — sent / received counts

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