Automation
Rules that take action without human involvement.
Add warning notes for special customers
Rule type: Incoming message
Flag conversations with customers who need special handling.
Condition
From ends with "acme.com"
Action
Add note → "ACME requires background checks on all drivers."
Notes are visible to your team only, not the customer.
Show VIP instructions
Rule type: Incoming message
Display handling instructions when a VIP contacts you.
Condition
From is in contact group "VIP"
Action
Add note → "Priority customer. Escalate immediately if issue is unresolved within 1 hour."
Forward receipts to accounting
Rule type: User actions → Label change
When someone labels an email as a receipt, forward it to the accounting system.
Condition
Added label name is "Receipt"
Action
Forward to → accounting@mycompany.com
Webhook to CRM
Rule type: Incoming message
Push conversation data to your CRM or other systems.
Condition
From is in contacts
Action
Send webhook → https://crm.example.com/api/missive
The webhook payload includes conversation ID, message content, sender info, and any labels.
AI-powered auto-categorization
Rule type: Incoming message
Let AI read incoming messages and apply the right label.
Condition
Email account is support@mycompany.com
Action
Add labels with AI → "Categorize: Billing, Technical, Sales, Feedback, Spam"
Combine with routing rules: a second rule triggered by label changes can move categorized conversations to the right team.
Have a rule template to share? Send it to us.
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