◆ Outlook · rules

Inbox Cleanup

Run an inbox cleanup to archive vendor threads older than two years: create a rule to archive conversations with 'Invo…

2heights
2tasks
1roles do it

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Run an inbox cleanup to archive vendor threads older than two years: create a rule to archive…+
Run an inbox cleanup to archive vendor threads older than two years: create a rule to archive conversations with 'Invoice' or vendor domains last active before July 1, 2024 so obsolete threads are out of sight before year-end audit.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Implement a cleanup policy that finds vendor conversations with last activity before July 1,…+
Implement a cleanup policy that finds vendor conversations with last activity before July 1, 2024, moves them to Archive/Vendor History, applies a 'ArchivedYY' category, and produces a short report of what was archived so auditors can retrieve items if needed but the inbox is tidy for year-end.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Run an inbox cleanup policy so obsolete vendor threads are archived before the year-end audit

Who does this

1 roles
Accounts Payable Clerk

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.