Hi @Zmudel,
I’d be curious to hear from our community users on some of their most effective rules
In the meantime, here are some similar topics to yours that might get you started:
Not certain this is what you are looking for but I did create a useful rule for sending an automated email out. We purchase a fixed product using a credit card. The product sends and email back with an receipt of purchase. We are to inform our accounting department of the purchase. I created a template for the notification of purchase (this one purchase is always the same amount). I then created a rule which runs when the receipt of purchase comes in and automatically sends the template email to accounting. The rule then archives the email after placing a tag on it. I no longer have to worry if I might have forgotten to notify accounting when I purchase this item and it all takes place fast and seamlessly.
@harry This is such a great workflow! Thanks for sharing that. You’ve explained it in a way that I think can be easily adapted to other uses where a set type of email comes in that needs to notify another team/teammate. It’s like a personal assistant is taking care of it all and you never even have to see it
Hi @Zmudel ,
I’m still pretty new to Front, but this is one setup I am proud of!
I use a macro flow to move conversations from various inboxes to an inbox called “Handled” when we send a message to a customer but expect a response. I do this so I don’t have too many cluttered inboxes and the Handled inbox can be addressed separately.
Once they customer responds, a rule moves the conversation back to the right inbox so I know it needs attention.
This has really helped me focus efforts based on where I am in a conversation with someone. I also like to see how long it take to get a response and follow up accordingly.
Maybe this is helpful for others!