Automatic rule creation for email parsing

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Revision as of 11:05, 2 January 2025 by Dmitri (talk | contribs)
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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.


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