Communications · Article 10 of 10
Email automations
Email automations let Navigator take action on incoming emails automatically — tagging, creating tasks, or archiving — based on rules you define.
How automations work
An automation is a set of rules that runs every time an email arrives. Each rule has:
- Conditions — criteria the email must meet
- Actions — what happens if conditions are met
Rules can match on all conditions (AND) or any (OR). Multiple rules can exist within one automation.
Available conditions
| Condition | What it checks |
|---|---|
| Subject matches | Subject contains a word or phrase |
| Sender matches | Sender email matches a pattern (domain or address) |
| Body matches | Body contains a word or phrase |
| Tag matches | Email has a specific tag (useful for chaining rules) |
Available actions
| Action | What it does |
|---|---|
| Apply tag | Adds tags to the email thread |
| Create task | Creates a task linked to the email, with fields pre-filled |
| Archive | Archives the entire email thread |
Evaluation modes
- All rules — every rule is evaluated; all matching rules apply their actions
- First match — rules are evaluated in order and the automation stops after the first match
Use All for independent rules. Use First match for mutually exclusive rules.
Common use cases
- Auto-archive junk — archive emails from newsletter domains or with "unsubscribe" in the body
- Auto-tag by supplier — tag all emails from a specific supplier's domain with a custom tag
- Auto-create tasks from key suppliers — for suppliers regularly sending invoices
- Flag invoice follow-ups — tag emails with "invoice" or "payment" in the subject for follow-up
Where to set up automations
Configured under Settings → Automations. You need automation.create to create new automations. For a full walkthrough see Automations setup guide.