Resources

Practical articles to help you automate Gmail, design Smartmail rules, and build reliable message workflows across your team.

5 Ways to Automate Your Gmail Inbox

Gmail can do far more than basic filters. With Smartmail, you can stack labels, route messages to team inboxes, and trigger replies based on context without writing code. Start by classifying common senders and domains, then add conditions for subjects and keywords that map to your sales or support pipeline. Next, set escalation rules for aging messages and auto-acknowledgements to keep response times predictable. Finally, connect events like “new customer” to downstream tools via webhooks. These five approaches help you tame volume, avoid missed follow-ups, and keep your inbox organized end to end.

Smartmail Rules Explained

Smartmail rules are a declarative way to describe how emails should be handled in your organization. Each rule has predicates that match messages think sender, recipient, labels, subject text, or thread history and actions that apply labels, forward, reply, or call integrations. Rules are evaluated in order, with short-circuits for terminal actions to keep performance high. Versioning lets you preview changes in a safe mode before rollout. With clear audit logs, you can see why a decision was made on every message, making compliance and debugging straightforward for ops and engineering.

Stripe-Aware Email Workflows

Billing events carry valuable context for lifecycle messaging. By syncing customer, subscription, and invoice states from Stripe, Smartmail can enrich email flows with plan tier, renewal dates, and dunning status. For example, auto-tag “payment_failed” threads for finance review, route “upgrade” requests to success teams, and trigger proactive reminders before renewals. Because Stripe is the source of truth, Smartmail reflects changes asynchronously and updates labels as states evolve. The result is cleaner inboxes, faster handoffs, and messages that are relevant to where each customer is in their journey.