Upgraded: Auto-Assign and Auto-Archive in Rules v2
Jelly’s Rules have always been a great and simple way to automatically label conversations based on email address. Maybe you wanted to add the label “Support” to emails coming into your support@ address, or add the label “Important” when you got a new email from a specific client. Jelly makes that easy.
Today we’re excited to announce a significant update to our Rules system. In addition to auto-labeling, you can also auto-assign a team member or auto-archive the conversation, or mix-and-match! Not only that, but you can also choose how you want to match a conversation, including matching on the Subject or Body.
Here’s some example workflows you can now set up in Jelly:
- If you run client services firm with specific account managers on your team, you can set Jelly to always assign specific team members to new emails from specific clients.
- For billing receipts, you can set Jelly to watch for any new email with the word “Receipt” in the subject and automatically archive it with the label “Receipt.”
- For technology services, you can set Jelly to watch for any new email with the word “Bug” anywhere in the message and automatically assign it to an engineer with the label “Bug.”
- For teams with multiple inbound addresses for multiple teams, you can have all new emails to admin@ get immediately assigned to an admin, while all new emails to support@ get immediately assigned to your support teammate. They can always re-assign as needed afterwards (i.e. shared triage duty).
These are just some examples — the world Jelly is your oyster. Additionally, when Jelly labels, assigns, or archives a conversation, it’ll log an activity so you know the system took that action.
We hope this new powerful rule system saves you a ton of time triaging your Inbox!