Tab Guide · tab
Automations tab
Rules engine for safe triage actions and routing.
Updated 2026-02-13
Automations
Automations apply simple rules to reduce repetitive work.
Examples:
- Route newsletters to a lower-priority triage state
- Auto-tag finance/vendor emails for later review
- Apply consistent naming or labeling to captured items
Tips:
- Start small: one rule, verify results, then expand.
- Keep rules “safe”: avoid destructive actions unless you’re confident.
Related
Dashboard tab
Home base: overview widgets, quick actions, and (optional) realtime voice assistant.
Search tab
Global search across modules with filters and saved views.
Inbox tab
Unified inbox for triage: New → Reply → Waiting → Done. Includes capture and SLA views.
Messages tab
Threaded internal messaging: track conversations connected to work.
Notifications
In-app notification feed for updates, invites, reminders, and system events.
Connectors tab
Connector health, backoff status, and manual sync controls.
Health (WHOOP) tab
Connect WHOOP, configure widgets, and explore API data (owner-only).
Reminders tab
Time-based reminders, recurring items, and nudges.
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