Rule recipes and examples
Rule recipes and examples
Ready-made phrases you can type into the Automation Studio natural language builder. Go to Settings → Automation, paste any of these into the text box, and click Create rule.
Department routing
Route transaction receipts to accounting
"When category is Transactions, forward to accounting@yourcompany.com and archive it"
Receipts and order confirmations are classified automatically. This rule forwards them to your accountant and removes them from your inbox so they never pile up.
Route bug reports to engineering
"If the subject contains 'bug report' or category is Support, forward to engineering@yourcompany.com"
Or route by both AI category and keywords:
"When category is Support and subject contains bug, forward to engineering@yourcompany.com and star it"
Route billing queries to finance
"When category is Billing and priority is P1, forward to billing@yourcompany.com"
Escalate frustrated customers to the founder
"When sentiment is frustrated and priority is P1, forward to founder@yourcompany.com and star it"
Slack and webhook alerts
Alert the team for urgent support tickets
"When category is Support and priority is P1, star the email and send a Slack webhook"
"When sentiment is frustrated and category is Support, send a Slack webhook alert"
Alert on billing disputes
"When category is Billing and sentiment is frustrated, send a Slack webhook and forward to billing@yourcompany.com"
Inbox clean-up
Archive automated receipts
"When category is Transactions, archive it and mark as read"
Automated receipt emails (Stripe, PayPal, Xero) don't need human review. Archive them after InboxIQ logs them.
Move newsletters out of your inbox
"When category is Promotions, move to the Newsletters folder"
Archive all social and promotional noise
"When category is Promotions, archive and mark as read"
"When category is Social, archive and mark as read"
Star anything that needs a reply
"When action required is true and priority is P1, star the email"
Accounting integrations
Extract invoice data and send to QuickBooks
"Extract invoices from vendor emails and send to QuickBooks"
Extract receipts and sync to Xero
"Extract receipts from Stripe and PayPal emails and sync to Xero"
Tips
- You can combine multiple actions in one sentence: "forward to X, mark as read, and archive it"
- Use and to add conditions: "When category is Billing and priority is P1"
- Use or for alternatives: "If subject contains 'invoice' or 'receipt'"
- InboxIQ understands natural language — write how you'd explain it to a colleague
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