Auto-assign by keyword

Template: Automatically assign conversations based on keywords.

Auto-assign by keyword is a Missive rules template designed for sales teams that have asscociates with different domain expertise. With this rule, you can automatically triage and assign incoming sales emails to the relevant in-house expert.

When enabled:

• The rule will automatically assign an email to a user based on specific keywords found in the email body.

Here’s how it works:

• You need to determine what the target keyword is

• You need to choose who should be assigned

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Incoming email rule: Auto-assign by keyword

This rule is meant to help you triage your team inbox faster by getting the right person automatically assigned to the incoming prospect email.

Add to Missive

There is one condition and one action to make this rule work.

1

If an incoming email contains a specific keyword

2

It will automatically assign the user you determined to be best suited for that email

You can add multiple keywords to make it more specific and/or you can use AI prompts to determine the context of an incoming email.

Component	Value
Condition	Message content contains "keyword"
Action	Assign user(s) → Select users