Automation rules

If this, then that. For your inbox

Condition-and-action rules for your shared inbox: assign, label, move, and escalate automatically, set up in minutes.

Try it free Book a demo

200,000+ users
4.7 on G2
No credit card

Customer Support

Automation rulesCustomer Support+ New rule

RuleTriggerActionStatus

Auto-assign billingSubject contains billingAssign

Sarah Chen

Active

Tag support emailsFrom support@Add tag SUPPORT

Active

Route enterpriseDomain in listMove → Enterprise board

Active

Weekend auto-replyReceived on weekendSend template

Paused

Escalate urgentTag urgent + no reply 1hAssign → Manager

Active

Works with

via MCP

Triggers, conditions, actions. No code required.

Visual builder

Visual rule builder

Pick a trigger (new email, tag added, status changed), set conditions (subject contains, sender domain, time of day), and define actions (assign, tag, move, reply, notify). Build complex workflows in seconds.

boltRoute billing emails to Sarah Chen

When

New email arrives

Subject contains \u2018invoice\u2019 OR \u2018billing\u2019

And

Sender is not @yourcompany.com

Then

person_addAssign to Sarah ChensellAdd tag BILLINGarrow_forwardMove to In Progress

Stackable rules

Rules stack

One email can trigger multiple rules. An invoice email can be tagged BILLING, assigned to the finance team, moved to the Accounts board, and trigger a Slack notification, all from a single inbound message.

bolt

Route billing → Sarah Chen

Triggered 89 times

bolt

Auto-tag urgent emails

Triggered 34 times

bolt

Notify on VIP emails

Triggered 12 times

bolt

Archive resolved after 7d

Triggered 156 times

Time-based

Time-based conditions

Trigger rules based on business hours, elapsed time, or day of week. Escalate emails that have been open for more than 4 hours. Send different auto-replies on weekends. Close stale cards automatically.

historyRecent Automation Activity

bolt

Assigned ‘Invoice overdue’ to Sarah Chen

billing-route2m ago

bolt

Added tag URGENT to ‘Server down’

urgent-tagger8m ago

bolt

Moved ‘Refund processed’ to Done

auto-archive15m ago

bolt

Sent auto-reply to jack@mediapulse.com

auto-responder22m ago

auto_awesomeAI + Developers

Your shared inbox, accessible from any AI tool.

Connect your inbox to the AI tools your team already uses. Read, reply, assign, and resolve through MCP, API, or Drag Agent.

+Any MCP client

Drag Agent

Classifies, drafts, and resolves tickets end-to-end.

hexagon

MCP Server

47 tools for read + write access from any AI client.

data_object

REST API

Boards, threads, contacts, automations. Webhooks included.

auto_awesome

AI Drafts

Reads the thread, drafts a reply in your team's tone.

Start simple, scale to enterprise.

From a single auto-tag rule to multi-step automation chains.

Most teams start with one rule: tag incoming billing emails. Within a week, they add assignment rules, routing rules, and SLA alerts. Within a month, they have a fully automated triage system that handles 80% of incoming email without human intervention.

Available on all plans: auto-tagging, auto-assignment, basic routing rules, and custom notifications.

Pro plan adds: SLA rules with escalation, round-robin and load-balanced assignment, time-based rules, multi-step chains, and conditional branching.

Rules are shared across your team. One person builds them, everyone benefits. And because they run server-side, they work even when your team is offline.

“We automated our entire email triage in a single afternoon. What used to take 2 hours a day now happens automatically.”