Help Centre › Building Processes
Create a mail rule.
Runs on: macOS and Windows only.
Add it to a process
In the process designer, open the Add step tab. Find Create mail rule under Email › Rules, or type its name in the search box, and drag it onto the canvas.
Fields
| Field | Required | What it does |
|---|---|---|
| Rule name | Yes | Name for the rule |
| Account / e-mail address | Yes | The e-mail account as it appears in Outlook |
| Condition | Yes | Rule condition (e.g. from, subject, body) Choices: subject, sender, to. |
| Value | Yes | Value to match |
| Target | Yes | Target folder or category |
| Action type | Yes | Action to perform (e.g. move, delete, flag) Choices: move, category, delete, flag, mark_read. |
| Category | No | The category the rule gives matching emails, e.g. Invoices. Only used when the action is Category; use a name that already exists in Outlook. |
| Enabled | No | Turn on to start using the rule straight away. Turn off to create it switched off. Default: on. |
See all Email steps.