Inbox rules
Inbox rules run when new mail reaches your inbox: they are checked in order and their actions run on matches. For example:
- push verification codes to your phone
- star finance mail
- archive marketing automatically
- send a client’s mail to a team chat and have AI draft an acknowledgement
Go to AI → Inbox rules. Rules only apply to mail received after they are created.
Create a rule
Section titled “Create a rule”1. Name and mailboxes
Section titled “1. Name and mailboxes”Name the rule and pick the mailboxes it applies to; none selected means all mailboxes.
2. Conditions
Section titled “2. Conditions”Choose “when mail matches all / any conditions”, then add conditions:
| Condition | Checks | Notes |
|---|---|---|
| From | contains / doesn’t contain / equals / matches regex | Name and address |
| To / Cc | same | |
| Subject | same | |
| Body | same | |
| Anywhere | same | From, to, subject or body |
| Has attachment | yes / no | |
| Unread | yes / no | |
| AI category | is / is not | Requires mail analysis |
| AI priority | is / is not | High / normal / low |
| AI says needs reply | yes / no | |
| Has verification code | yes / no | AI extracted a code |
| Label | labeled / not labeled | See Categories & labels |
Text matching is case-insensitive, including regex.
3. Actions
Section titled “3. Actions”| Action | Description |
|---|---|
| Send notification | Push to a chosen notification channel |
| Mark as read | Written back to the mail server |
| Star | Written back to the mail server |
| Archive | Moves to the archive folder |
| Move to folder | Only applies to mail in that folder’s mailbox |
| Mark as junk | Moves to the junk folder |
| Move to trash | Moves to trash; nothing is deleted permanently |
| AI reply draft (needs approval) | Drafts a reply following your instructions into Drafts → Awaiting approval |
A rule can have several actions. Actions that move the message (archive, move, junk, trash) always run last, so the other actions can still find it.
With stop processing on, later rules are skipped when this one matches.
Dry run
Section titled “Dry run”Before saving, click Dry run to test the conditions against the last 200 inbox messages and see which would match. A dry run never performs any action.
AI reply drafts
Section titled “AI reply drafts”- Spell out the tone and points, such as “politely confirm receipt and say I’ll reply by Friday”
- Drafts only go to the approval queue and are never sent automatically — you confirm or edit them first
- Mail from your own other mailboxes is never drafted for, so two mailboxes can’t reply to each other in a loop
- Channels subscribed to “an agent submitted mail for approval” are notified when the draft is queued
Managing rules
Section titled “Managing rules”The rule list shows match counts and when each rule last matched. Reorder with the up / down arrows, and toggle rules on or off.
Every match is written to the audit log, including which actions ran and whether any failed.
When rules don’t run
Section titled “When rules don’t run”As with analysis, only new inbox mail from the last 3 days triggers rules. The initial backfill, resyncs and moving old mail back to the inbox don’t.