Automatic rule creation for email parsing: Difference between revisions
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|description=Automatic rule creation for email parsing | |description=Automatic rule creation for email parsing | ||
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You can use [[Planfix AI]] to | You can use [[Planfix AI]] to create a rule for parsing emails automatically: | ||
*Emails sent to [[virtual email addresses]] in Planfix are converted into tasks. Open such a task and select "Create processing rule": | *Emails sent to [[virtual email addresses]] in Planfix are converted into tasks. Open such a task and select "Create processing rule": | ||
https://s.pfx.so/pf/5v/lU9WQS.jpg | |||
*Planfix AI analyzes the email, breaks down all available information into info blocks, and creates a rule: | *Planfix AI analyzes the email, breaks down all available information into info blocks, and creates a rule: | ||
https://s.pfx.so/pf/eG/vRVHXI.gif | |||
*Edit the rule so that it only contains the necessary elements: | *Edit the rule so that it only contains the necessary elements: | ||
https://s.pfx.so/pf/p1/U7kHfW.jpg | |||
*Note that the data from the info blocks can be used to automatically fill in task fields. | *Note that the data from the info blocks can be used to automatically fill in task fields. | ||
https://s.pfx.so/pf/7z/DQRu6W.jpg | |||
Latest revision as of 14:11, 6 January 2025
You can use Planfix AI to create a rule for parsing emails automatically:
- Emails sent to virtual email addresses in Planfix are converted into tasks. Open such a task and select "Create processing rule":
- Planfix AI analyzes the email, breaks down all available information into info blocks, and creates a rule:
- Edit the rule so that it only contains the necessary elements:
- Note that the data from the info blocks can be used to automatically fill in task fields.
