Inbound
Create a rule

Inbound Rules decide which emails go to Inbound by themselves. Rules are checked top to bottom and the first one that matches decides. Open Inbound > Inbound Rules (/inbound-rules), or use Make a rule from these in Mailbox after selecting emails.

Inbound Rules page with the New rule button

Steps

  1. Click New rule and enter a Name.
  2. Under Applies to these mailboxes, tick the mailboxes. Only an administrator can add rules to a shared mailbox.
  3. Under When an email matches all of these, fill in any of: From contains, Subject contains, Text contains, Except when it contains, Only emails with attachments. A rule with no conditions never matches.
  4. Under Then, choose an action (below).
  5. Optional: read attachments (PDF, images, Excel) into the Inbound text, or also create invoices from PDF and image attachments (not available with Suggest it in Mailbox).
  6. Use Test against recent mail to see how many recent emails match.
  7. Click Save rule. Tick Apply to the last 7 days too to include recent mail.

Actions

ActionResult
Send to Inbound automaticallyArrives in the Inbox within a few minutes
Suggest it in MailboxTagged "Suggested"; someone sends it by hand
Keep it out of InboundUseful with mailboxes set to Everything (bills, internal mail, suppliers)

Tips

  • Commas in a box mean "any of these". Empty boxes are ignored.
  • Rules only act on mailboxes in Rules or Everything mode (see inbound/connect-mailbox); in Manual mode they only suggest.
  • Use Move Up / Move Down to reorder rules. Deleting a rule does not remove emails it already sent.