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Email Filing

Set up quick steps and an inbox rule that files incoming project emails into their project folders and applies the pro…

2heights
4tasks
2roles do it
See the prompt↓More rules workflows

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Set up quick steps and an inbox rule that files incoming project emails into their project…+
Set up quick steps and an inbox rule that files incoming project emails into their project folders and applies the project category so every project follows the same mailbox convention.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Create office-wide quick steps and inbox rules that route emails by project code in the subject…+
Create office-wide quick steps and inbox rules that route emails by project code in the subject into standardized project folders, apply the project category tag and add a short log entry email to a central archive so every project mailbox follows the same conventions and audit trail is preserved.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

2 of them
Set up automated filing rules and quick steps for the office so every project follows the same mailbox conventions.
Set up an automatic filing rule to sort vendor invoices into a project folder so reconciliation is fast at month end.

Who does this

2 roles
ArchitectInterior Designer

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Outlook — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.