Common Inbox Rules Scenarios
Inbox Rules can automate how your team manages incoming conversations, assigns work, and triggers workflows. Most automation fails because teams start with features instead of workflows.
This guided walkthrough teaches Inbox Rules through real operational use cases, showing how automation works in practice and how successful teams structure their rules from day one. You will see practical examples, learn how rule logic actually flows, and gain a clear framework for building automation that scales without creating confusion.
Use this training to understand the “why” behind Inbox Rules before moving into setup.