Email tags & auto-tagging

How tags are applied automatically

Most email tags in Navigator are applied automatically. Three ways this happens:

1. AI classification

When the AI classifies an incoming email, the result applies the relevant system tag. An email classified as Invoice automatically gets the invoice tag.

2. Automation rules

Your account can have automation rules that apply tags based on email content. For example: "If the sender matches @acme-supports.com.au, apply the tag priority-supplier." See Email automations.

3. Keyword matching

Custom tags can have keywords defined. If a keyword appears in the email, the tag is applied automatically. Configured per tag in Settings → Tags.

Tagging and untagging emails manually

You can add or remove tags directly from the inbox list or from within the thread view. Click the tags field and select or deselect tags.

Tags are applied to the thread root — they apply to the whole conversation, not just the individual email you're looking at.

Tags sync between emails and tasks

• When you add a tag to an email, the same tag is added to any linked tasks
• When you add a tag to a task, it's reflected back to the linked email

Tag once — it flows through wherever it's relevant.

System tags commonly seen on emails

For a complete reference of default tags, see Default tag library. For workflow-triggering system tags see System tags reference.