Rules

Basic rule examples

Summary

What are rules?
Basic rule examples
How to create advanced rules?

Related guides

We have compiled some 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. Send an out of office message

For incoming messages

Automatically send replies when out of office — Everyone emailing you during your vacation will get an out office message.

2. Automatically Label your customer emails

For incoming messages

Using one label per customer is a nice way to get your team more organized, but doing so manually is error-prone. With a rule, it’s quick and easy. Create a rule like this one for each customer:

Description	Disney auto-labeling
Conditions	From ends with “disney.com”
Actions	Apply label(s) “Disney”

Automatically apply labels to conversations — All future conversations with ACME people will get the label applied.

3. Make sure all emails get replied to on time

For incoming messages

Respect your Service-level agreements (SLA) with time-based rules. You can create as many rules as you need to respect all of your customer's specificities.

4. Archive and mark conversations as read for specific team member(s)

For incoming messages

Sometimes the person importing shared accounts in Missive is not the one that will work with them most of the time. For that person, it can be annoying to receive notifications and see emails from all these accounts. Rules can help by automatically archiving and marking as read these emails for the account owner.

Description	Auto-archive for IT guy
Conditions	Email account is “help@mycompany.com”
Actions	Archive (Remove from Inbox) for Phil Remove from Team Inbox for Phil Mark as read for Phil

With that rule in place, Phil the IT guy won’t get annoyed by emails sent to help@mycompany.com even though he remains the owner of that account.

5. Automatically add notes to a conversation

For incoming messages

Let’s say your staff processes customer orders and that some customers have specific requirements. Using a rule, you can automatically add a note based and who sent the message. This can help your staff deal with that customer’s requirements.

Name	ACME warning note
Conditions	From ends with “acme.com”
Actions	Create post “They will not accept any driver with past felonies at their facilities. Make sure to book a driver with no felony.”

Automatically add notes to any conversation — A big warning your employees won’t miss.

6. Automatically assign sent emails to authors

For outgoing messages

If many employees send cold emails to customers using a common shared email account, you might want to auto assign those to the email author. This way, if the recipient replies, only the author will have the reply in their inbox. This can be achieved using an outgoing message rule with the Assign sender action. The conversation will be assigned to the message sender.