Inbox rules
Filters that fire on arrival — by keyword or by AI-understood concept.
Inbox rules run automatically on every sync, top-to-bottom by priority, so your inbox is already organised before you open the app.
How rules work
A rule is a match mode plus a set of conditions and a set of actions. The match mode decides how the conditions combine: ALL means every condition must be true (AND), ANY means one is enough (OR). When a message matches, the rule's actions run immediately.
Rules run automatically on every sync, evaluated top-to-bottom in the priority order you set. You can also re-run your rules on demand — handy after you add or edit a rule and want to apply it to mail that's already in your inbox.
Priority order matters
Match conditions
Add as many conditions as you need and choose a match mode (ALL = AND, ANY = OR). Each condition tests a field with an operator. Available operators are: contains, equals, starts with, ends with, in (any of a list), not in, and AI match — a semantic operator that judges the field by meaning (it costs credits).
| Condition field | What it matches on |
|---|---|
| From | The sender's email address |
| From domain | The sender's domain (e.g. github.com) |
| To | A recipient address on the message |
| Subject | The subject line |
| Body | The message body text |
| Has attachment | Whether the message carries an attachment |
| List mail | Bulk / mailing-list mail (List-Unsubscribe present) |
| AI tag | The agent's classification: vip, reply-today, fyi, newsletter, receipt, calendar, or cold |
| Client profile | The client profile the message is associated with |
| Account | Which connected mailbox received it |
| Is unread | Whether the message is still unread |
| Is important | Whether the message is marked important |
AI match reads meaning, not keywords
Building a rule
Every rule is assembled the same way. Work through these steps in the rule editor:
- 1
Choose the match mode
Pick ALL (every condition must be true — AND) or ANY (any single condition is enough — OR). This decides how the conditions below combine.
- 2
Add conditions
Add one or more conditions. For each, pick a field (from, subject, AI tag, list mail, account, is unread…) and an operator (contains, equals, starts with, ends with, in, not in, or AI match), then enter the value to test against.
- 3
Add actions
Choose what happens when the rule matches — move to a tab or folder, add a label or AI tag, archive, mute, snooze, route to the agent, and so on. A rule can carry several actions at once.
- 4
Order it by priority
Drag the rule into place in the list. Rules run top-to-bottom, so higher rules act first. Add a Stop action to a rule when you don't want lower rules to touch a message it matched.
Available actions
A rule can apply one or more of these 17 actions to a matched message:
| Action | What it does |
|---|---|
| Move to tab | Send to a tab: primary, important, vips, team, newsletters, receipts, or all |
| Move to folder | File into a folder: primary, social, promotions, or updates |
| Add label | Attach a label to the message |
| Add AI tag | Apply an AI tag (vip, reply-today, fyi, newsletter, receipt, calendar, cold) |
| Mark read | Clear the unread state |
| Star | Star the message |
| Archive | Remove from inbox without deleting |
| Mute | Silence future replies on the thread |
| Move to spam | Route to the spam folder |
| Mark important | Flag as important |
| Unmark important | Remove the important flag |
| Snooze until | Hide the message until a date you set |
| Assign client profile | Associate the message with a client profile |
| Route to agent | Hand the message to Copilot / Autopilot to draft or send |
| Notify me | Send you a notification |
| Stop | Stop processing — no further rules run on this message |
Route to agent and stop
Two actions deserve special mention. Route to agent is the bridge between rules and the AI: instead of only filing a message, the rule hands it to the agent to draft — or, under Autopilot, send — a reply. This lets a deterministic rule decide which messages are worth the agent's attention, and the agent takes it from there under whatever approval mode you've set.
Stop ends rule processing for that message. Because rules run top-to-bottom by priority, a Stop on a high-priority rule prevents every lower rule from also acting — the clean way to make a specific rule an exception to your broader catch-alls.
Rules connect to the agent through Route to agent
Scope and running rules
Each rule can apply to all your mailboxes or only to specific ones — use the account scope (or an Account condition) to keep a rule tied to one inbox.
Rules run automatically on every sync. When you add or change a rule, run your rules on demand to apply them to mail that's already in the inbox instead of waiting for the next sync.
Frequently asked
Feature overview
Rules & Brain
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