Create and use Automated Rules
Automated rules are a powerful tool to improve efficiency, reduce mistakes, and organize your workflow.
How to Create Automated Rules in Kundo
- Click the main menu in the blue navigation bar (three horizontal lines).
- Select Settings for the correct inbox.
- Go to Automated Rules.
(Note: If you have multiple inboxes, set up automated rules separately for each one.)
Configuring a Rule
For each rule:
Give the rule a descriptive name for easy identification.
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.
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.