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