{"id":14298,"date":"2024-03-21T10:00:00","date_gmt":"2024-03-21T09:00:00","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=14298"},"modified":"2026-10-07T02:42:04","modified_gmt":"2026-10-07T00:42:04","slug":"email-management-automation","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/video\/email-management-automation\/","title":{"rendered":"Email Management Automation: Sort and Assign Emails"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Email management automation replaces the daily triage of a shared inbox with a rule: instead of reading every message and forwarding it to the right colleague, you let Planfix do the sorting. Incoming emails become tasks, and <a href=\"https:\/\/planfix.com\/help\/Rules_for_creating_tasks_by_email\">rules for creating tasks by email<\/a> catch them by keyword, hand them to the right team and set their status. This two-minute video walks through the setup on a support request.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Email automation in Planfix\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/6yg21w3Kksc?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">What you&#8217;ll learn: how to automate email management in Planfix<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Create an email processing rule for the address your mail arrives at.<\/li>\n\n\n\n<li>Set trigger conditions that catch keywords such as bug, error or not working.<\/li>\n\n\n\n<li>Combine several keywords with Or logic and match different word forms.<\/li>\n\n\n\n<li>Add the responsible team as an assignee and change the task status automatically.<\/li>\n\n\n\n<li>Check what the rule did in the task log and watch new email tasks in a planner.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">How to automate email sorting in Planfix, step by step<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1. Create a new rule<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Email rules live in <strong>Account management<\/strong> \u2192 <strong>Email<\/strong>. Open <strong>Virtual email addresses<\/strong>, select the address your mail arrives at and click <strong>New rule<\/strong> in the tools panel. Rules can also be set on a project email address or on an employee&#8217;s external email address. Enter a name for the rule, such as Support requests, and move on to the trigger conditions. If no mailbox forwards into Planfix yet, first <a href=\"https:\/\/planfix.com\/blog\/video\/setting-up-a-company-external-email-address-in-planfix\/\">connect a company email address<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2. Set the trigger conditions<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Trigger conditions are what an email must match for the rule to fire. Under selection parameters, choose <strong>Email body contains text<\/strong> and type in bug, then add the same condition for error and for not working. Partial words work too: typing a word without its ending means the rule also catches other word forms. In the filter logic, choose <strong>Or<\/strong>, so any one of the keywords is enough to trigger the rule. Conditions can also use <strong>Does not contain text<\/strong> or <strong>=<\/strong> (Equals), which is how <a href=\"https:\/\/planfix.com\/features\/rules-for-creating-tasks-by-email\/\">custom rules for incoming email<\/a> are built.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3. Leave data extraction and the main operation unchanged<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The rule window is split into four blocks that follow the order in which an email is processed: trigger conditions, data extraction, main operation and additional operations. For straightforward sorting, the second and third blocks can stay as they are \u2014 the rule still performs its main action and creates a task from the email.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 4. Assign the task and change its status<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Move on to <strong>Additional operations<\/strong>. In the change field, select <strong>Add assignee<\/strong> and pick the group that handles these emails, for example, the support service. Then add an operation that changes the status to <strong>In progress<\/strong>. Additional operations resemble the actions of a task script, with one difference: they can use the data extracted from the email to find tasks and contacts or to fill in fields.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 5. See the rule at work<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how the finished rule behaves. A customer writes to your company address, the email arrives in Planfix, and the rule assigns it to the support service. Open the new task from a <a href=\"https:\/\/planfix.com\/features\/planner\/\">Planfix planner<\/a> and read its log: it shows that the task came from an email, which rule processed it, that the support service group was added and that the status was changed. A planner is not required for rules to run, but it is a convenient place to watch email tasks arrive.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">One rule per team, in the order you choose<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Other rules for automatic email sorting are set up the same way, so each team can have its own keywords. Rules are executed from the top of the list down, and you can drag them by the left edge to reorder them. If two rules give intersecting instructions, the last one wins.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Rules set by the administrator always sit at the top, which means your own rule below them can act as an exception to them. The Default rule is always last and handles whatever no rule above it matched.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Who it&#8217;s for<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Support teams:<\/strong> emails that mention a bug or an error reach the support service with the status already set, instead of waiting for someone to triage the shared inbox.<\/li>\n\n\n\n<li><strong>Sales and client managers:<\/strong> messages with your own keywords go straight to the person who answers them.<\/li>\n\n\n\n<li><strong>Administrators:<\/strong> rules set by the administrator apply from the top of the list, and employees can still add their own exceptions below.<\/li>\n\n\n\n<li><strong>Team leads:<\/strong> rules for groups apply to all employees in a group, so one setup covers a whole department.<\/li>\n\n\n\n<li><strong>Companies with several projects or brands:<\/strong> each project email address gets its own rules and its own assignees.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">FAQ<\/h2>\n\n\n\n<div data-schema-only=\"false\" class=\"wp-block-aioseo-faq\" id=\"aioseo-how-do-i-automatically-assign-incoming-emails-to-a-team\"><h3 class=\"aioseo-faq-block-question\"><strong>How do I automatically assign incoming emails to a team?<\/strong><\/h3><div class=\"aioseo-faq-block-answer\">\n<p class=\"wp-block-paragraph\">Create a rule on the email address the mail arrives at, set a trigger condition such as <strong>Email body contains text<\/strong>, and in <strong>Additional operations<\/strong> choose <strong>Add assignee<\/strong> and select the group. The same rule can change the task status at once.<\/p>\n<\/div><\/div>\n\n\n\n<div data-schema-only=\"false\" class=\"wp-block-aioseo-faq\" id=\"aioseo-what-happens-if-an-email-matches-several-rules\"><h3 class=\"aioseo-faq-block-question\"><strong>What happens if an email matches several rules?<\/strong><\/h3><div class=\"aioseo-faq-block-answer\">\n<p class=\"wp-block-paragraph\">The rules run from the top of the list down, and when their instructions intersect, the last one is applied. Rules set by the administrator stay at the top, and the Default rule at the bottom processes everything the rules above did not match.<\/p>\n<\/div><\/div>\n\n\n\n<div data-schema-only=\"false\" class=\"wp-block-aioseo-faq\" id=\"aioseo-can-one-rule-catch-different-word-forms\"><h3 class=\"aioseo-faq-block-question\"><strong>Can one rule catch different word forms?<\/strong><\/h3><div class=\"aioseo-faq-block-answer\">\n<p class=\"wp-block-paragraph\">Yes. Enter a partial word without its ending in the <strong>Contains text<\/strong> condition, and add one condition per keyword with <strong>Or<\/strong> filter logic so that any of them triggers the rule.<\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Start with your busiest inbox<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Take the address that collects the most repetitive mail, write down the words that always mean the same kind of request, and turn them into one rule. It is a simple example rather than a one-size-fits-all recipe, so experiment with your own conditions and operations as your process becomes clearer. Rules are one piece of how <a href=\"https:\/\/planfix.com\/features\/work-with-email\/\">email in Planfix<\/a> works. New to Planfix? <a href=\"https:\/\/planfix.com\/signup\/\">Start your free trial<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>2-minute video and steps: set up email management automation in Planfix so incoming emails become tasks, sorted by keyword and assigned to the right team.<\/p>\n","protected":false},"author":146,"featured_media":0,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"","footnotes":""},"categories":[498],"tags":[242,280,164,304],"class_list":["post-14298","post","type-post","status-publish","format-standard","hentry","category-video","tag-email","tag-help-desk","tag-planner","tag-automation"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" content=\"2-minute video and steps: set up email management automation in Planfix so incoming emails become tasks, sorted by keyword and assigned to the right team.\" \/>\n\t<meta name=\"robots\" content=\"max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n\t<meta name=\"author\" content=\"Content Factory\"\/>\n\t<link rel=\"canonical\" href=\"https:\/\/planfix.com\/blog\/video\/email-management-automation\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO Pro (AIOSEO) 4.9.10\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"Planfix | Planfix Blog\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"Email Management Automation: Sort and Assign Emails | Planfix\" \/>\n\t\t<meta property=\"og:description\" content=\"2-minute video and steps: set up email management automation in Planfix so incoming emails become tasks, sorted by keyword and assigned to the right team.\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/planfix.com\/blog\/video\/email-management-automation\/\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2024-03-21T09:00:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2026-10-07T00:42:04+00:00\" \/>\n\t\t<meta property=\"og:image\" content=\"https:\/\/i.ytimg.com\/vi\/6yg21w3Kksc\/maxresdefault.jpg\" \/>\n\t\t<meta property=\"og:image:secure_url\" content=\"https:\/\/i.ytimg.com\/vi\/6yg21w3Kksc\/maxresdefault.jpg\" \/>\n\t\t<meta property=\"og:image:width\" content=\"1280\" \/>\n\t\t<meta property=\"og:image:height\" content=\"720\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n\t\t<meta name=\"twitter:title\" content=\"Email Management Automation: Sort and Assign Emails | Planfix\" \/>\n\t\t<meta name=\"twitter:description\" content=\"2-minute video and steps: set up email management automation in Planfix so incoming emails become tasks, sorted by keyword and assigned to the right team.\" \/>\n\t\t<meta name=\"twitter:image\" content=\"https:\/\/i.ytimg.com\/vi\/6yg21w3Kksc\/maxresdefault.jpg\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"BlogPosting\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/video\\\/email-management-automation\\\/#blogposting\",\"name\":\"Email Management Automation: Sort and Assign Emails | Planfix\",\"headline\":\"Email Management Automation: Sort and Assign Emails\",\"author\":{\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/author\\\/content-factory\\\/#author\"},\"publisher\":{\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/#organization\"},\"datePublished\":\"2024-03-21T10:00:00+01:00\",\"dateModified\":\"2026-10-07T02:42:04+02:00\",\"inLanguage\":\"en-US\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/video\\\/email-management-automation\\\/#webpage\"},\"isPartOf\":{\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/video\\\/email-management-automation\\\/#webpage\"},\"articleSection\":\"Video, Email, Help desk & SLA, Planners, filters & search, Workflow automation\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/video\\\/email-management-automation\\\/#breadcrumblist\",\"itemListElement\":[{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog#listItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/planfix.com\\\/blog\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/category\\\/video\\\/#listItem\",\"name\":\"Video\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/category\\\/video\\\/#listItem\",\"position\":2,\"name\":\"Video\",\"item\":\"https:\\\/\\\/planfix.com\\\/blog\\\/category\\\/video\\\/\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/video\\\/email-management-automation\\\/#listItem\",\"name\":\"Email Management Automation: Sort and Assign Emails\"},\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog#listItem\",\"name\":\"Home\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/video\\\/email-management-automation\\\/#listItem\",\"position\":3,\"name\":\"Email Management Automation: Sort and Assign Emails\",\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/category\\\/video\\\/#listItem\",\"name\":\"Video\"}}]},{\"@type\":\"FAQPage\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/video\\\/email-management-automation\\\/#faq\",\"url\":\"https:\\\/\\\/planfix.com\\\/blog\\\/video\\\/email-management-automation\\\/\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"How do I automatically assign incoming emails to a team?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Create a rule on the email address the mail arrives at, set a trigger condition such as Email body contains text, and in Additional operations choose Add assignee and select the group. The same rule can change the task status at once.\"}},{\"@type\":\"Question\",\"name\":\"What happens if an email matches several rules?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The rules run from the top of the list down, and when their instructions intersect, the last one is applied. Rules set by the administrator stay at the top, and the Default rule at the bottom processes everything the rules above did not match.\"}},{\"@type\":\"Question\",\"name\":\"Can one rule catch different word forms?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes. Enter a partial word without its ending in the Contains text condition, and add one condition per keyword with Or filter logic so that any of them triggers the rule.\"}}]},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/#organization\",\"name\":\"Planfix Inc.\",\"description\":\"Planfix Blog\",\"url\":\"https:\\\/\\\/planfix.com\\\/blog\\\/\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/author\\\/content-factory\\\/#author\",\"url\":\"https:\\\/\\\/planfix.com\\\/blog\\\/author\\\/content-factory\\\/\",\"name\":\"Content Factory\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/video\\\/email-management-automation\\\/#authorImage\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/a1857a91e10ab76b6cffe9d708d39532e262047b15cb27b016ad165e9ac19c7e?s=96&d=mm&r=g\",\"width\":96,\"height\":96,\"caption\":\"Content Factory\"}},{\"@type\":\"VideoObject\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/video\\\/email-management-automation\\\/#video\",\"name\":\"Email Management Automation: Sort and Assign Emails\",\"description\":\"2-minute video and steps: set up email management automation in Planfix so incoming emails become tasks, sorted by keyword and assigned to the right team.\",\"thumbnailUrl\":\"https:\\\/\\\/i.ytimg.com\\\/vi\\\/6yg21w3Kksc\\\/maxresdefault.jpg\",\"uploadDate\":\"2024-03-21T10:00:00+01:00\",\"embedUrl\":\"https:\\\/\\\/www.youtube.com\\\/embed\\\/6yg21w3Kksc\",\"url\":\"https:\\\/\\\/planfix.com\\\/blog\\\/video\\\/email-management-automation\\\/\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/video\\\/email-management-automation\\\/#webpage\",\"url\":\"https:\\\/\\\/planfix.com\\\/blog\\\/video\\\/email-management-automation\\\/\",\"name\":\"Email Management Automation: Sort and Assign Emails | Planfix\",\"description\":\"2-minute video and steps: set up email management automation in Planfix so incoming emails become tasks, sorted by keyword and assigned to the right team.\",\"inLanguage\":\"en-US\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/#website\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/video\\\/email-management-automation\\\/#breadcrumblist\"},\"author\":{\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/author\\\/content-factory\\\/#author\"},\"creator\":{\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/author\\\/content-factory\\\/#author\"},\"datePublished\":\"2024-03-21T10:00:00+01:00\",\"dateModified\":\"2026-10-07T02:42:04+02:00\"},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/#website\",\"url\":\"https:\\\/\\\/planfix.com\\\/blog\\\/\",\"name\":\"Planfix Blog\",\"description\":\"Planfix Blog\",\"inLanguage\":\"en-US\",\"publisher\":{\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/#organization\"}}]}\n\t\t<\/script>\n\t\t<!-- All in One SEO Pro -->\r\n\t\t<title>Email Management Automation: Sort and Assign Emails | Planfix<\/title>\n\n","aioseo_head_json":{"title":"Email Management Automation: Sort and Assign Emails | Planfix","description":"2-minute video and steps: set up email management automation in Planfix so incoming emails become tasks, sorted by keyword and assigned to the right team.","canonical_url":"https:\/\/planfix.com\/blog\/video\/email-management-automation\/","robots":"max-snippet:-1, max-image-preview:large, max-video-preview:-1","keywords":"","webmasterTools":{"miscellaneous":""},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"BlogPosting","@id":"https:\/\/planfix.com\/blog\/video\/email-management-automation\/#blogposting","name":"Email Management Automation: Sort and Assign Emails | Planfix","headline":"Email Management Automation: Sort and Assign Emails","author":{"@id":"https:\/\/planfix.com\/blog\/author\/content-factory\/#author"},"publisher":{"@id":"https:\/\/planfix.com\/blog\/#organization"},"datePublished":"2024-03-21T10:00:00+01:00","dateModified":"2026-10-07T02:42:04+02:00","inLanguage":"en-US","mainEntityOfPage":{"@id":"https:\/\/planfix.com\/blog\/video\/email-management-automation\/#webpage"},"isPartOf":{"@id":"https:\/\/planfix.com\/blog\/video\/email-management-automation\/#webpage"},"articleSection":"Video, Email, Help desk & SLA, Planners, filters & search, Workflow automation"},{"@type":"BreadcrumbList","@id":"https:\/\/planfix.com\/blog\/video\/email-management-automation\/#breadcrumblist","itemListElement":[{"@type":"ListItem","@id":"https:\/\/planfix.com\/blog#listItem","position":1,"name":"Home","item":"https:\/\/planfix.com\/blog","nextItem":{"@type":"ListItem","@id":"https:\/\/planfix.com\/blog\/category\/video\/#listItem","name":"Video"}},{"@type":"ListItem","@id":"https:\/\/planfix.com\/blog\/category\/video\/#listItem","position":2,"name":"Video","item":"https:\/\/planfix.com\/blog\/category\/video\/","nextItem":{"@type":"ListItem","@id":"https:\/\/planfix.com\/blog\/video\/email-management-automation\/#listItem","name":"Email Management Automation: Sort and Assign Emails"},"previousItem":{"@type":"ListItem","@id":"https:\/\/planfix.com\/blog#listItem","name":"Home"}},{"@type":"ListItem","@id":"https:\/\/planfix.com\/blog\/video\/email-management-automation\/#listItem","position":3,"name":"Email Management Automation: Sort and Assign Emails","previousItem":{"@type":"ListItem","@id":"https:\/\/planfix.com\/blog\/category\/video\/#listItem","name":"Video"}}]},{"@type":"FAQPage","@id":"https:\/\/planfix.com\/blog\/video\/email-management-automation\/#faq","url":"https:\/\/planfix.com\/blog\/video\/email-management-automation\/","mainEntity":[{"@type":"Question","name":"How do I automatically assign incoming emails to a team?","acceptedAnswer":{"@type":"Answer","text":"Create a rule on the email address the mail arrives at, set a trigger condition such as Email body contains text, and in Additional operations choose Add assignee and select the group. The same rule can change the task status at once."}},{"@type":"Question","name":"What happens if an email matches several rules?","acceptedAnswer":{"@type":"Answer","text":"The rules run from the top of the list down, and when their instructions intersect, the last one is applied. Rules set by the administrator stay at the top, and the Default rule at the bottom processes everything the rules above did not match."}},{"@type":"Question","name":"Can one rule catch different word forms?","acceptedAnswer":{"@type":"Answer","text":"Yes. Enter a partial word without its ending in the Contains text condition, and add one condition per keyword with Or filter logic so that any of them triggers the rule."}}]},{"@type":"Organization","@id":"https:\/\/planfix.com\/blog\/#organization","name":"Planfix Inc.","description":"Planfix Blog","url":"https:\/\/planfix.com\/blog\/"},{"@type":"Person","@id":"https:\/\/planfix.com\/blog\/author\/content-factory\/#author","url":"https:\/\/planfix.com\/blog\/author\/content-factory\/","name":"Content Factory","image":{"@type":"ImageObject","@id":"https:\/\/planfix.com\/blog\/video\/email-management-automation\/#authorImage","url":"https:\/\/secure.gravatar.com\/avatar\/a1857a91e10ab76b6cffe9d708d39532e262047b15cb27b016ad165e9ac19c7e?s=96&d=mm&r=g","width":96,"height":96,"caption":"Content Factory"}},{"@type":"VideoObject","@id":"https:\/\/planfix.com\/blog\/video\/email-management-automation\/#video","name":"Email Management Automation: Sort and Assign Emails","description":"2-minute video and steps: set up email management automation in Planfix so incoming emails become tasks, sorted by keyword and assigned to the right team.","thumbnailUrl":"https:\/\/i.ytimg.com\/vi\/6yg21w3Kksc\/maxresdefault.jpg","uploadDate":"2024-03-21T10:00:00+01:00","embedUrl":"https:\/\/www.youtube.com\/embed\/6yg21w3Kksc","url":"https:\/\/planfix.com\/blog\/video\/email-management-automation\/"},{"@type":"WebPage","@id":"https:\/\/planfix.com\/blog\/video\/email-management-automation\/#webpage","url":"https:\/\/planfix.com\/blog\/video\/email-management-automation\/","name":"Email Management Automation: Sort and Assign Emails | Planfix","description":"2-minute video and steps: set up email management automation in Planfix so incoming emails become tasks, sorted by keyword and assigned to the right team.","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/planfix.com\/blog\/#website"},"breadcrumb":{"@id":"https:\/\/planfix.com\/blog\/video\/email-management-automation\/#breadcrumblist"},"author":{"@id":"https:\/\/planfix.com\/blog\/author\/content-factory\/#author"},"creator":{"@id":"https:\/\/planfix.com\/blog\/author\/content-factory\/#author"},"datePublished":"2024-03-21T10:00:00+01:00","dateModified":"2026-10-07T02:42:04+02:00"},{"@type":"WebSite","@id":"https:\/\/planfix.com\/blog\/#website","url":"https:\/\/planfix.com\/blog\/","name":"Planfix Blog","description":"Planfix Blog","inLanguage":"en-US","publisher":{"@id":"https:\/\/planfix.com\/blog\/#organization"}}]},"og:locale":"en_US","og:site_name":"Planfix | Planfix Blog","og:type":"article","og:title":"Email Management Automation: Sort and Assign Emails | Planfix","og:description":"2-minute video and steps: set up email management automation in Planfix so incoming emails become tasks, sorted by keyword and assigned to the right team.","og:url":"https:\/\/planfix.com\/blog\/video\/email-management-automation\/","article:published_time":"2024-03-21T09:00:00+00:00","article:modified_time":"2026-10-07T00:42:04+00:00","og:image":"https:\/\/i.ytimg.com\/vi\/6yg21w3Kksc\/maxresdefault.jpg","og:image:secure_url":"https:\/\/i.ytimg.com\/vi\/6yg21w3Kksc\/maxresdefault.jpg","og:image:width":1280,"og:image:height":720,"twitter:card":"summary_large_image","twitter:title":"Email Management Automation: Sort and Assign Emails | Planfix","twitter:description":"2-minute video and steps: set up email management automation in Planfix so incoming emails become tasks, sorted by keyword and assigned to the right team.","twitter:image":"https:\/\/i.ytimg.com\/vi\/6yg21w3Kksc\/maxresdefault.jpg"},"aioseo_meta_data":{"post_id":"14298","title":null,"description":null,"keywords":null,"keyphrases":null,"primary_term":null,"canonical_url":null,"og_title":null,"og_description":null,"og_object_type":"default","og_image_type":"default","og_image_url":null,"og_image_width":null,"og_image_height":null,"og_image_custom_url":null,"og_image_custom_fields":null,"og_video":null,"og_custom_url":null,"og_article_section":null,"og_article_tags":null,"twitter_use_og":false,"twitter_card":"default","twitter_image_type":"default","twitter_image_url":null,"twitter_image_custom_url":null,"twitter_image_custom_fields":null,"twitter_title":null,"twitter_description":null,"schema":{"blockGraphs":[],"customGraphs":[],"default":{"data":{"Article":[],"Course":[],"Dataset":[],"FAQPage":[],"Movie":[],"Person":[],"Product":[],"ProductReview":[],"Car":[],"Recipe":[],"Service":[],"SoftwareApplication":[],"WebPage":[]},"graphName":"","isEnabled":true},"graphs":[]},"schema_type":"default","schema_type_options":null,"pillar_content":false,"robots_default":true,"robots_noindex":false,"robots_noarchive":false,"robots_nosnippet":false,"robots_nofollow":false,"robots_noimageindex":false,"robots_noodp":false,"robots_notranslate":false,"robots_max_snippet":null,"robots_max_videopreview":null,"robots_max_imagepreview":"large","priority":null,"frequency":null,"local_seo":null,"limit_modified_date":false,"open_ai":null,"created":"2026-10-06 07:35:37","updated":"2026-10-07 00:43:32","ai":null,"breadcrumb_settings":null,"seo_analyzer_scan_date":"2026-10-07 00:43:32"},"aioseo_breadcrumb":"<div class=\"aioseo-breadcrumbs\"><span class=\"aioseo-breadcrumb\">\n\t<a href=\"https:\/\/planfix.com\/blog\" title=\"Home\">Home<\/a>\n<\/span><span class=\"aioseo-breadcrumb-separator\">&raquo;<\/span><span class=\"aioseo-breadcrumb\">\n\t<a href=\"https:\/\/planfix.com\/blog\/category\/video\/\" title=\"Video\">Video<\/a>\n<\/span><span class=\"aioseo-breadcrumb-separator\">&raquo;<\/span><span class=\"aioseo-breadcrumb\">\n\tEmail Management Automation: Sort and Assign Emails\n<\/span><\/div>","aioseo_breadcrumb_json":[{"label":"Home","link":"https:\/\/planfix.com\/blog"},{"label":"Video","link":"https:\/\/planfix.com\/blog\/category\/video\/"},{"label":"Email Management Automation: Sort and Assign Emails","link":"https:\/\/planfix.com\/blog\/video\/email-management-automation\/"}],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/14298","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/users\/146"}],"replies":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/comments?post=14298"}],"version-history":[{"count":3,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/14298\/revisions"}],"predecessor-version":[{"id":14308,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/14298\/revisions\/14308"}],"wp:attachment":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/media?parent=14298"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/categories?post=14298"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags?post=14298"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}