Templates

Rules

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

Auto-labeling based on a keyword

2. Out-of-office autoresponder

For incoming messages

Out of office autoresponder

3. Weekend do not disturb

For incoming messages

Weekend do not disturb

4. Service-level agreement (SLA)

For incoming messages | Learn more about SLAs

SLA 30 minute rule

5. Auto-assign a coworker when message contains keyword

For incoming messages

Auto-assign a coworker when message contains keyword

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

For outgoing messages

Merge all messages of a customer into a single conversation

7. Send response upon command

For user actions: New comment

Send response upon command

8. Auto-forward receipts upon labeling

For user actions: Label change

Auto-forward receipts

9. Auto-assign sent emails to author

For outgoing messages

Auto-forward receipts

10. Auto-tweet response for off-business hours

For incoming messages

Auto-tweet response

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

For user actions: Conversation closed

Auto-remove from inbox when closing

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

For user actions: Label change

Auto-snooze emails that have follow-up label

13. Notify manager of assignee change

For user actions: Assignee change

Notify manager of assignee change

14. Show special instructions when dealing with VIP customers

For incoming messages

Show special instructions when dealing with VIP customers

15. Time zone based auto-assignment

For incoming messages

Time zone based auto-assignment
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