Steer the sorting with your instructions
One sentence is enough to say what matters: your instructions guide the summary's priorities and can create tasks.
Updated November 3, 2026
SarahAdd an instruction
Step 1 of 4
- In the side menu, open Preferences, then Instructions.
- Click Add an instruction.
- Give it a short Title.
- Write the Instruction the way you would say it to someone, then click Add instruction.
Examples that work
- “Prioritize emails from my team and direct clients.”
- “Ignore promotions, newsletters and automatic notifications.”
- “If the email is about an invoice, create a task to pay it.”
- “Surface emails that propose or confirm an appointment.”
An instruction can prioritize, set aside or create a task. In a team space it can also file into a project and assign a member — only when the name matches a real member: nothing is guessed.
Edit or pause
Each instruction has Edit and Delete; a Disabled instruction stays saved but no longer applies. To go further than sorting (notify a member, change a status…), move on to automations.
Related articles
- Read your morning summaryEvery morning, your emails sorted into urgent, important and FYI, with what to do and the link to each email.
- Create an automationBuild an automation as cards: what starts it, its conditions, then its actions. Once activated, it runs on its own.
- Choose the time and days of your summaryEvery day or on weekdays, at the time you pick, or not at all: in Automations, Integrations tab.
- Connect a Gmail or Google Workspace inboxConnect your Gmail inbox read-only: it joins your morning summary and its requests become tasks.
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