Feature Workflows

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Add a category action

1. Find existing category actions.
2. Preserve org_id filtering.
3. Confirm linked messages still display.
4. Add validation for name and color.
5. Update category docs.

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Add a message action

1. Find existing message actions.
2. Preserve sender fields, timeline, category, and archive state.
3. Confirm role checks.
4. Keep email side effects explicit.
5. Update guide docs.

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Add an integration

1. Confirm intake or email provider type.
2. Reuse existing API key or OAuth patterns.
3. Add test setup docs.
4. Keep secrets out of logs and docs.
5. Add troubleshooting guidance.

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