Inbox organization
Rules for keeping inboxes clean and conversations grouped.
Auto-label by customer domain
Rule type: Incoming message
Apply labels automatically so your team can filter and track customer conversations.
Condition
From ends with "disney.com"
Action
Add label(s) → "Disney"
Create one rule per customer.
Archive on close
Rule type: User actions → Conversation closed
Remove closed conversations from everyone's inbox automatically.
Condition
(none needed)
Action
Archive
Keep specific users out of the loop
Rule type: Incoming message
If someone owns a shared account but doesn't work it daily, archive and mark read for them.
Condition
Email account is help@mycompany.com
Actions
Archive for Phil, Remove from Team Inbox for Phil, Mark as read for Phil
Phil won't be bothered by help@ emails even though he owns the account.
Merge outgoing messages by customer
Rule type: Outgoing message
Combine all messages to a customer into one conversation thread.
Condition
To ends with "bigcustomer.com"
Action
Merge conversation
All future emails to that domain end up in the same thread.
Notify manager of assignment changes
Rule type: User actions → Assignee changed
Keep managers informed when conversations change hands.
Condition
Team is "VIP Support"
Action
Notify user(s) → Manager
Last updated