Automations

Rules that sort, assign and answer mail as it arrives, so the routine runs itself. You decide what starts a rule, what it checks and what it does.

An automation: if the subject has bill, invoice or receipt and the sender is outside the organisation, label it Invoices and assign the Accounts team in turns.

What it does

The routine, handled

  • Sort as it arrives

    Add labels, move, close or snooze mail the moment it lands.

  • Share the work

    Assign to a person, take turns in a team, or give it to whoever has fewest open.

  • Answer out of hours

    Send an automatic reply when you are closed, with guards against reply loops.

  • Chase what waits

    Remind the team when a customer has waited too long, counted in working hours.

How it works

When, if, then

  1. 1

    When

    Choose what starts it: a message arrives, or a conversation waits for a reply.

  2. 2

    If

    Add conditions: the sender, recipients, subject, text, attachments, time, label, assignee or mailbox.

  3. 3

    Then

    Pick the steps, in order. Test it on your recent mail first, then switch it on.

Good to know

The details

Who can use it
Administrators make the organisation’s automations. Members can make their own for their private mailboxes, when allowed.
Where
Settings › Automations.
In what order
They run from the top of the list down, and one can stop the ones below it.
Safety
An automation that acts on more than 60 conversations in a minute pauses itself, and every step is written into the conversation’s history.

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