Assign categories to items

I need the inbox items from last week categorized so Priya in legal can pull contract drafts quickly. Assign the Category Legal to emails from jur@acme and any with subject containing NDA, Category Finance to invoices and payments from billing@vendor and statements, Category Exec to messages from Mark Rivera and anything addressed to CEO, and Category Follow-up to every unread or flagged message older than three days. Leave other items unchanged and report counts by category.

Before I give the batch to the paralegal, make the categories make legal review fast. Put Legal first and include only contract, amendment, NDA language; surface sender and contract ID; hide marketing and newsletters; flag any thread with attachments. Make Finance show invoice numbers and due dates at a glance. Create a view that filters to Legal or Finance only.

I just pulled the shared inbox for the East deals team. The messages from jur@acme and threads mentioning NDA are mixed with vendor promos and unread internal updates. I'm worried a contract draft will be missed before Friday's signing. I cannot tell which unread items are actual contracts without opening each. What's the fastest reliable way to triage and assign Legal and Follow-up categories so Priya can review by noon?

Every week I spend an hour hunting contracts because legal, finance and comms land in the same inbox. I want a habit that prevents this scramble: what routine, folder rules and simple naming practice do I set so contract emails are auto-categorized, reviewers see them first, and I stop firefighting on Fridays?