Automation

Rule examples: auto-reply, auto-archive, scheduled actions.

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.

Component	Value
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.

Component	Value
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.

Component	Value
Condition	Added label name is "Receipt"
Action	Forward to → [e-mail]

Webhook to CRM

Rule type: Incoming message

Push conversation data to your CRM or other systems.

Component	Value
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.

Component	Value
Condition	Email account is [e-mail]
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.

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