Automatic rule creation for email parsing: Difference between revisions

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*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":


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*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:
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*Edit the rule so that it only contains the necessary elements:
*Edit the rule so that it only contains the necessary elements:


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*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.

Revision as of 10:50, 4 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":

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  • Planfix AI analyzes the email, breaks down all available information into info blocks, and creates a rule:

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  • Edit the rule so that it only contains the necessary elements:

U7kHfW.jpg

  • Note that the data from the info blocks can be used to automatically fill in task fields.

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