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Hey everyone!

I'm curious: What's your game-changing rule that you've implemented yourself, which genuinely adds value to your day-to-day operations? How did you come up with it, what problems does it solve, how does it support your mission, and what's the real impact of this rule?

I'm asking because I believe sharing such best practices can help us all improve our workflows and achieve our goals more effectively. So, let's share experiences and learn from each other!

Looking forward to hearing your insights and stories.

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 🤓


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