Tatomo

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Help & Getting Started Guide ​

Tatomo adds the missing collaboration features to Google’s shared inbox—shared notes, internal ticket IDs, and custom support footers. This page explains the permissions required, how your data is handled, and how to get started.

Why Tatomo Requires Google Drive Access ​

Tatomo stores shared notes and ticket metadata in a Google Spreadsheet located in your Workspace. To make this collaborative, we need to:

Team Collaboration ​

Tatomo reads and writes to a single spreadsheet shared across your team. This allows all team members to see the same notes, ticket IDs, and settings.

Google API Limitation ​

Google currently does not offer a permission that restricts access only to files shared within your organization. This means Drive access is broader than we would prefer—but it is required for shared spreadsheets.

Your Data Security & Privacy ​

We take your privacy seriously:

  • ✅ All processing happens locally in the extension
  • ✅ Tatomo only reads/writes to its assigned spreadsheet
  • ✅ No data ever leaves your Google Workspace
  • ✅ We don’t store or access your Gmail content
  • ✅ Only your name and email address are shared with Inline Manual Ltd (for login)
  • ✅ You can revoke permissions anytime in your Google Account

We continuously monitor Google API updates and will immediately switch to more restrictive permissions once they are available.

🚀 Getting Started ​

Follow these steps to set up Tatomo for your shared inbox:

1. Install the Tatomo Extension ​

Install Tatomo from the Chrome Web Store (or your browser’s extension store).

2. Open Your Shared Inbox ​

Navigate to your shared support inbox in Gmail.

3. Open the Tatomo Sidepanel ​

Click the Tatomo icon in your browser toolbar to open the sidebar for the current tab.

4. Log In with Google ​

When logging in, Google will ask for permissions:

  • Google Drive access
  • Basic profile info (name, email)

These are required to create and update your team’s spreadsheet.

5. First-Time Setup: Spreadsheet Creation ​

If you are the first user in your team, Tatomo will automatically create a Google Spreadsheet named: Tatomo Support Sheet

This spreadsheet stores:

  • Thread titles
  • Ticket IDs
  • Notes
  • Configuration settings

6. Share the Spreadsheet with Your Team ​

Open the “Tatomo Support Sheet” and share it with your Workspace team members. Assign the Editor role so they can collaborate on notes and ticket IDs.

7. Configure Tatomo Settings (Spreadsheet “Config” tab) ​

Inside the sheet, you can customize:

support_tag #S-{{internal_thread_id}}

support_reference_text We're tracking this conversation under ticket {{support_tag}}.

These values control how ticket IDs and support footers are generated inside Gmail.

8. Using Tatomo Inside Gmail ​

When you open an email thread with the Tatomo sidebar visible:

Tatomo automatically loads the thread title

Shows the internal ticket ID

Displays any existing notes

Lets you add new shared notes, visible to your entire team

Notes support rich text, including:

  • Bold
  • Links
  • Line breaks

9. Adding and Editing Notes ​

Type your note and press Save. Notes become immediately available to all teammates viewing the same thread.

10. Insert Footer ​

Click Insert footer to add:

  • Your custom personal footer (set in Settings)
  • The support reference text (from the Config sheet)

This footer places a search-friendly tag into the message, making it easy to find the conversation later using Gmail’s native search.

Spreadsheet Settings & Tools ​

Click Spreadsheet in the sidebar to manage the data source.

You’ll see:

  • The current spreadsheet ID (with a link to open it)
  • A field to paste a new Google Sheet URL or ID

Actions available:

Reset

  • Reverts to the default spreadsheet
  • Searches your Drive for “Tatomo Support Sheet”
  • Uses it if found

Update

  • Saves changes if you enter a new spreadsheet URL/ID

Additional Resources ​

Submit a Support Request ​

If you need help, contact us here:
👉 Support form

Training & Best Practices ​

Learn how we use Tatomo internally and how to build efficient email support workflows:
👉 Training