Blog
Automations and routines
Rules that sort, assign and answer mail for you, and Assistant routines that check in on a schedule. Each post has something you can copy.
5 posts
Automations· 3 min readAn out-of-hours reply that never answers itself
Set your opening hours and closed days, then let one automation say when you'll be back, once, and never to a machine.
Automations· 3 min readKnow at once when a key client writes
Mark mail from a client's domain important, label it, and notify the people who look after them, wherever in your shared mailboxes it arrives.
Automations· 4 min readRoutines worth setting up: three jobs for the Assistant
Give the Assistant a job on a schedule. It prepares a list, you read it, and nothing changes until you press Apply.
Automations· 3 min readSend every invoice to Accounts, without forwarding
One automation labels each invoice that reaches info@ and hands it to the Accounts team in turn. Test it on recent mail, then switch it on.
Automations· 4 min readShare new mail out in turn, and catch what waits
Give each new conversation to the next person in a team, then add a second automation that speaks up when a customer has waited four working hours.
Automations to copy
Each one takes a minute in Settings, then Automations. Change the names and mailboxes to fit your team.
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