Automation & Auto-Pilot
The Auto-Pilot tab is the central hub for managing your AI agent’s behavior. It consolidates “System Rules” (global toggles) and a library of 26 built-in intelligent rules alongside your own “Custom Rules.”
🛡️ Built-in System Rules
Email Automator comes with 26 pre-configured rules designed by AI experts to handle common inbox challenges. These are organized into functional categories to help you stay organized.
📧 Email Organization
- Newsletter Sweeper: Auto-archives newsletters and marketing emails to keep your inbox clean.
- Receipt Organizer: Automatically files receipts and order confirmations.
- CC Organizer: Labels emails where you are CC’d for quick triage.
- Cold Outreach Filter: Moves cold sales emails to a separate folder.
- Social Noise: Minimizes LinkedIn and social network notifications.
- Stack Overflow Digests: Auto-archives technical digests unless they require immediate attention.
🚨 Priority & Alerts
- VIP Urgent Messages: Stars urgent messages from key stakeholders (CEOs, Board members).
- Critical Alerts: Surfaces production incidents and P0/P1 critical alerts.
- Urgent Support Tickets: Highlights high-priority customer issues needing immediate action.
💻 Development
- GitHub Mentions: Tracks when you are specifically mentioned in Pull Requests or Issues.
- CI/CD Failures: Highlights build and deployment failures from tools like CircleCI or GitHub Actions.
- Code Review Requests: Organizes incoming requests for code reviews.
- Dependabot Noise: Auto-archives low-priority dependency updates while keeping security alerts visible.
- Monitoring Alerts: Organizes non-urgent monitoring and logging alerts.
💼 Sales & Business
- Hot Leads: Prioritizes high-intent prospect replies based on positive sentiment.
- Follow-up Reminders: Tracks prospect responses that specifically request a follow-up.
- Referrals & Intros: Ensures you never miss a warm introduction or referral.
- Contracts & Proposals: Highlights important contract communications and legal documents.
- Objections & Concerns: Flags emails expressing concerns or hesitation for careful handling.
- Nurture Campaigns: Archives automated drip campaign emails to prioritize personal replies.
- Financial Updates: Keeps revenue reports and quarterly budget updates easily accessible.
⚙️ Operations
- Internal Requests: Organizes cross-team requests and action items.
- Vendor Communications: Tracks invoices, shipments, and vendor-related updates.
- System Alerts: Organizes infrastructure and system notifications.
- Meeting Invites: Separates calendar invites for easier scheduling management.
- Weekly Reports: Auto-files regular status reports and progress updates.
🛠️ Building Custom Rules
Custom rules allow you to create precise, AI-driven workflows. You can create, edit, and manage these directly within the Auto-Pilot tab.
1. Conditions (The “If”)
You can mix and match metadata and AI-powered conditions:
- AI Insights: Category (e.g., Newsletter, Receipt, Personal), Sentiment (Positive, Negative, Neutral), or Priority (High, Medium, Low).
- Metadata: Sender domain (e.g.,
github.com), specific keywords in the subject, or sender’s name.
- Retention Filter: “Only act if the email is older than X days.” This is perfect for cleaning up old newsletters or notifications.
2. Actions (The “Then”)
Choose what happens when an email matches your conditions:
- Archive / Delete: Keep your inbox clean automatically.
- Star / Flag: Highlight important items for manual review.
- Draft: The most powerful action. It tells the AI to prepare a reply.
✍️ Smart Context & Ghostwriting
When you use the Draft action, you can provide the AI with specific instructions to ensure the reply matches your needs:
- Ghostwriting Instructions: Tell the AI how to reply (e.g., “Be polite but firm in declining the invitation,” or “Ask for their availability next Tuesday”).
- Rule Attachments: You can upload standard documents (like a pricing sheet or a bio) that the AI will automatically include as attachments whenever this rule triggers a draft.
🚀 The Auto-Pilot Tab
The Auto-Pilot tab provides a bird’s-eye view of your automation engine.
- Grouped View: Rules are organized by their primary intent.
- Quick Toggles: Enable or disable rules instantly without deleting them.
- Status Indicators: See which rules are currently active and how many emails they’ve processed.
💡 Best Practices
- Start Passive: Set your first rules to Star or Archive instead of Delete until you are confident in the AI’s categorization.
- Use Retention for Noise: Use a rule like:
If Category = Newsletter AND Age > 30 Days THEN Delete. This keeps your “read” newsletters from cluttering your archive forever.
- Refine with Feedback: If a rule isn’t matching correctly, use the Feedback icon on the Dashboard to improve the AI’s understanding of that specific email type.
Next Step: Account & Security Management