Automatic rule creation for email parsing: Difference between revisions
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(Created page with "{{#seo: |title=Automatic rule creation for email parsing |titlemode=append |keywords=planfix, rules, email, tasks, automatic rule creation, AO tools, Planfix AI |description=Automatic rule creation for email parsing }} You can use Planfix AI to automatically create a rule for parsing emails: *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 a...") |
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You can use [[Planfix AI]] to automatically create a rule for parsing emails: | You can use [[Planfix AI]] to automatically create a rule for parsing emails: | ||
*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|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: | *Planfix AI analyzes the email, breaks down all available information into info blocks, and creates a rule: | ||
Revision as of 11:05, 2 January 2025
You can use Planfix AI to automatically create a rule for parsing emails:
- 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.