🚀 Coming Soon: Global Autopilot
Global Autopilot is scheduled for release on June 10, 2026.
Documentation is available now to help administrators prepare for deployment. Feature availability may vary until the release is complete.
Overview
ExtendSync offers several automation options, ranging from user-controlled email automation to fully automated organization-wide syncing.
This guide helps administrators determine which Autopilot configuration best fits their organization before proceeding with setup.
Who is required for the initial setup?
Enabling ExtendDocs typically requires up to three roles (these may be the same person):
The admin assigned to log in to https://portal.cloudextend.app/
A user with admin rights to your Microsoft 365 environment
A user with NetSuite admin rights
Choose Your Setup Path
Option | Best For | Setup Guide |
Thread and Email Address-Based Autopilot (User Driven) | Users decide which emails, threads, or email addresses sync automatically. | |
Global Autopilot + User Autopilot (Recommended) | Admins automatically sync emails organization-wide, while users can still use Thread and Email Address-Based Autopilot when needed. | |
Global Autopilot Only (Admin Driven)
| Zero Touch. Admins manage all email automation centrally. |
Not Sure Which Option to Choose?
Choose Email Autopilot (User Driven) if:
Users should decide which emails sync
Different users have different preferences
You want minimal administrative control
Choose Global Autopilot if:
Email syncing should happen automatically
You want consistent adoption across the organization
Administrators should control exclusions, attachment behavior, and contact creation
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Need Help?
If you still need assistance:
💬 Use in-app chat (bottom-right of the support site)
✉️ Email cloudextend-support@celigo.com