admin
Mail automation rules
Server-side filters for filing, discarding, and routing — for Team ops admins.
Finmail mail rules run on the server when mail arrives — they are not Outlook-style client rules.
Open automation rules
Settings → Mail → Automation rules (/mail/settings/automation-rules) while signed in.
Common use cases
- File wire confirmations into a Finance/Settlements folder
- Discard known phishing templates
- Copy compliance alerts to an archive address
Create a rule
- Choose New rule.
- Define conditions (sender, subject, headers).
- Pick an action: file into folder, discard, redirect, or keep.
- Save — the rule applies to new mail after save.
Rules run in order — put more specific rules above broad ones.
Troubleshooting
| Issue | Fix |
|---|---|
| Rule never runs | Message arrived before rule existed; confirm rule is enabled |
| Duplicate filing | Overlapping rules — review order and conditions |
| Cannot save | Session expired — sign in again |
For everyday mail tasks, analysts should use Reading & composing and sidebar folders — reserve rules for repeatable server-side automation.