Processing rules (Coming Soon)

Stop specific emails or files from auto-importing before they become documents under Settings → Processing rules (Processing rules tab labeled Rule in the app).

Two scopes

Scope	What it filters
Email messages	Skip emails matching the rule before they’re parsed.
Documents & files	Skip files in Drive or upload that match the rule.

Building a rule

Each rule is a condition group with AND/OR logic. Conditions match on Vendor Name or Subscription Name using operators like contains, equals, or does not contain. Click + Rule to add a single condition or + Group to start a nested group with its own logic.

Sample rule

OR
  AND
    Vendor Name        contains  tetra
    Subscription Name  contains  tetra
  Subscription Name    contains  grepsr
  Vendor Name          contains  grepsr

Click Update at the bottom of the page to save your changes.

Rules are evaluated against new incoming items only; historical data isn’t re-processed.

Only Owners and Admins can change processing rules. Rules apply to the entire workspace; a rule that filters out “grepsr” affects all members.

Notifications Billing

​Two scopes

​Building a rule

Two scopes

Building a rule