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Documentation Index

Fetch the complete documentation index at: https://docs.clearspend.ai/llms.txt

Use this file to discover all available pages before exploring further.

Processing rules tell ClearSpend what to ignore. They’re useful when an inbox or Drive contains documents you don’t want auto-imported — for example, personal receipts or invoices for an unrelated business.
Processing rules editor

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Two scopes

ScopeWhat it filters
Email messagesSkip emails matching the rule before they’re parsed.
Documents & filesSkip files in Drive or upload that match the rule.

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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. If you want to clean up existing imports, use Blocked apps instead.
Only Owners and Admins can change processing rules. Rules apply to the entire workspace, so be careful — a rule that filters out “grepsr” affects everyone.