top of page

Taming Your Inbox: How to Automate Email Organization

Jan 11

2 min read

ReWard
Gmail and Outlook logos

A cluttered inbox can quickly become overwhelming. But fear not, email organization doesn't have to be a constant battle! With a little effort, you can tame your inbox with the power of filters and rules. By leveraging the power of filters and rules, you can automate the sorting, labeling, and even archive your emails, keeping your inbox tidy and your mind stress-free.


Here's how to get started:


Outlook Desktop:

  • Navigate to Rules: In Outlook, go to Home > Rules > Manage Rules & Alerts.

  • Create a New Rule: Click New Rule.

  • Select a Template: Choose a template or create a custom rule that best suits your needs.

  • Customize the Rule: Specify conditions like "sender is," "subject contains," or "has attachment."

  • Choose Actions: Select actions like "move to folder," "mark as read," "flag for follow-up," or "delete" to match your desired outcome.

  • Add Exceptions (Optional): Fine-tune your rule by adding exceptions to prevent it from applying to certain emails.


Outlook on the Web:

  • Access Rules: In your Outlook on the Web inbox, click the gear icon (Settings) > View all Outlook settings > Mail > Rules.

  • Create a New Rule: Click + Add new rule.

  • Define Conditions and Actions: Choose the conditions (e.g., "from," "subject," "body").

  • Choose Actions: Add the actions you want to apply (e.g., "move to folder", "mark as read", "delete").

  • Save Your Rule: Click Save, then ensure it's enabled.


Gmail:

  • Open Settings: Click the gear icon (Settings) > See all settings.

  • Navigate to Filters: Go to the Filters and Blocked Addresses tab.

  • Create a New Filter: Click Create a new filter.

  • Enter Criteria: Enter the criteria for your filter (e.g., "from:," "to:," "subject:," "has the words").

  • Choose Actions: Select the actions you want to apply to matching emails (e.g., "Skip the Inbox", "Star it", "Apply label", "Delete it").

  • Create Filter: Click Create filter to save your filter.


Examples of Helpful Filters/Rules:

  • Automatically move emails from your boss to a "Priority Inbox" folder.

  • Send emails about a project to a folder or apply a label.

  • Delete emails from known spam senders.


Tips & Tricks:

  • Start Simple: Begin with a few basic rules and gradually add more complex ones as needed.

  • Test it: After creating a rule, try testing it by sending a test email to ensure it works as expected.

  • Regularly Review: Periodically review your rules to ensure they are still relevant and effective.


By harnessing the power of filters and rules, you can significantly reduce inbox clutter, reduce stress, and spend less time sorting and more time focusing on what matters most. Happy organizing!


Note: These instructions are general guidelines. The specific steps and options may vary slightly depending on your version of Outlook and Gmail.


Have you used rules in Outlook or filters in Gmail? Tell us in the comments how you've used them to tame your inbox.

Comments

Share Your ThoughtsBe the first to write a comment.
Life’s Digital Bits

Established in 2012, Life's Digital Bits is a New York-based, minority, and woman-owned technology consultancy that specializes in empowering women with technology advising and training. Our services help you thrive with confidence in today's digital world.

Life's Digital Learners

is a safe and supportive space to engage with tech experts, get learning support, download resources, and help each other in their tech learning journey. Get the app!

Get in Touch

About Me

(347)-771-8532
info@ldbits.com
Book a Session

  • Instagram
  • Facebook
  • LinkedIn

Sign up for our mailing list to receive updates, exclusive savings, and our eBook on making learning stick!

bottom of page