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Training: Create your first Automation rule
Reduce repetitive triage with one safe rule.
Updated 2026-02-13
Training module: First automation
Goal: create one automation that saves you time every day.
Example rule
Route newsletters to a lower-priority state (or auto-tag them for later review).
Steps
- Open
/automation. - Create a rule with a simple condition (sender/domain/keyword).
- Apply a safe action (tag, route, triage state).
- Run it on a small set first (if available), then enable it.
Review
- Check results after 24 hours.
- If it misfires, tighten the condition.
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