Complex rules
These examples show how to combine multiple conditions using nested groups. Use the > button to create subgroups with different match logic (all vs any).
Training new employees
Rule type: Incoming message
A logistics company wants to help new routing staff learn company acronyms and response time requirements.
Conditions (all must match):
Message sent to routing@company.com OR assignee is the new employee
Message contains at least one abbreviation (ETA, POD, BOL, etc.)
Label "Driver" is present
Message has been in inbox for 5+ minutes
Actions:
Add note with common acronym definitions
Add note reminding of 15-minute SLA
Track invoices and payment reminders
Rule type: Outgoing message
A project manager sends invoices to two customers and needs to track payments.
Conditions (any must match):
Recipient ends with @acme.com
Recipients include both lisa@company.com AND arthur@company.com
Attachment name ends with .pdf OR .xls
Actions:
Add label "Project Beta Invoices"
Set conversation color to yellow
Snooze for 15 days (payment reminder)
Quick to-do workflow
Rule type: User actions → New comment
A salesperson uses a shortcode (#td) to quickly move conversations to a to-do list.
Conditions (all must match):
Comment is a task
Comment text ends with "#td"
User is assigned OR user initiated the action
Actions:
Add label "To-do"
Archive from inbox
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