Setup & admin
Navigator can take action automatically — tagging emails, creating tasks, flagging invoices for review — based on rules you define. This section is where you learn how to design and manage those rules.
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Full walkthrough of building automation rules — triggers, conditions, actions, evaluation modes.
Build a ruleAuto-tag, auto-archive, or auto-create tasks based on email content.
See email rulesHow automations feed into the task queue and how tasks get created.
Explore tasksBrowse by topic
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