Inbox organization

Rule examples: auto-label, folder routing, inbox cleanup.

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.

Component	Value
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.

Component	Value
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.

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

Component	Value
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.

Component	Value
Condition	Team is "VIP Support"
Action	Notify user(s) → Manager