Create and use Automated Rules

Updated

Automated rules are a powerful tool to improve efficiency, reduce mistakes, and organize your workflow.

How to Create Automated Rules in Kundo

  1. Click the main menu in the blue navigation bar (three horizontal lines).
  2. Select Settings for the correct inbox.
  3. Go to Automated Rules.

(Note: If you have multiple inboxes, set up automated rules separately for each one.)

Configuring a Rule

For each rule:

  1. Give the rule a descriptive name for easy identification.

  2. Define a pattern to filter cases by. There are multiple filtering options:

    • "From" → Specify the sender (e.g., logistics@company.com).
    • "To" → Filter by recipient (useful if multiple email addresses are connected to the same inbox).
    • "Subject contains" → Use keywords from the subject line (separate multiple keywords with Enter).
    • "Text contains" → Same as above, but for the email body.
    • "All emails automatically marked as spam" → Handle emails flagged as spam by Kundo’s spam filter.
  3. Select an action that will be applied when an email matches the filter:

    • Assign to an editor.
    • Add tags.
    • Mark as "Done."
    • Set highest priority.
    • Set lowest priority.
    • Mark as spam.

With these settings, you can automate your workflow by letting rules process specific cases before they appear in your dashboard.

⚠ Important Note:

Be careful when using the rule "Delete and hide from statistics", as it permanently deletes emails and cannot be undone.

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