Templates

We have compiled 15 templates for rules that will help you kick off the automation of your workflow.

Take a look at the screenshots below and copy the settings. You can always customize the conditions and actions to adapt them better to your process.

1. Auto-labeling based on a keyword

For incoming messages

2. Out-of-office autoresponder

For incoming messages

3. Weekend do not disturb

For incoming messages

4. Service-level agreement (SLA)

For incoming messages | Learn more about SLAs

5. Auto-assign a coworker when message contains keyword

For incoming messages

6. Merge all outgoing messages to a customer into a single conversation

For outgoing messages

7. Send response upon command

For user actions: New comment

8. Auto-forward receipts upon labeling

For user actions: Label change

9. Auto-assign sent emails to author

For outgoing messages

10. Auto-tweet response for off-business hours

For incoming messages

11. Auto-remove from everyone's inbox when closing

For user actions: Conversation closed

12. Auto-snooze emails that have "Follow-up" label

For user actions: Label change

13. Notify manager of assignee change

For user actions: Assignee change

14. Show special instructions when dealing with VIP customers

For incoming messages

15. Time zone based auto-assignment

For incoming messages