Sender Categories helps you organize your inbox by automatically categorizing your email senders using AI. Let’s walk through how to set it up and make the most of this powerful feature.
When you first arrive at the Sender Categories screen, you’ll see a selection of preset categories that cover common email types like newsletters, marketing, work, personal, travel, and receipts. While these preset categories are helpful, the real power comes from creating categories that match your specific needs.Creating Custom Categories
Click the “Add New Category” button
Enter a name for your category (e.g., “Team” or “Investors”)
Provide a description to help our AI understand who belongs in this category
For example, let’s say you want to create a category for your team:
Category Name: “Team”
Description: “Anyone who emails me from @mycompany.com is on my team”
Or for investors:
Category Name: “Investors”
Description: “Any investors I’m speaking to or who have been in touch about investing in my company”
Once you’ve set up your categories, it’s time to let our AI do the heavy lifting:
Click the “Save & Categorize” button
Watch as our AI begins analyzing your email senders
A progress bar will show you how far along the process is
Note: This process categorizes your email senders, not individual emails. This means once a sender is categorized, all their emails will be associated with that category.
The categorization process might take a few minutes, especially if you have many email senders. Don’t worry - this is a one-time process, and you can continue using other features while it runs.
After categorization is complete, you’ll have powerful tools at your disposal:Bulk Actions
Archive All: Archive all emails from a category
Attach Rule: Attach a rule to all emails from a category. For example, you can attach a rule to label and archive all incoming emails from the “Newsletters” category.
Use as part of existing rules: You can use a category as part of an existing rule, to either “Match” or “Skip” the rule from being applied to emails from that category.
Fine-tuning Categories
If you notice a sender in the wrong category:
Auto-Categorization
Want new senders to be automatically categorized? Enable the “Auto Categorize” toggle in the top right corner of the screen. When enabled:
New senders will be automatically categorized as they email you
If our AI isn’t sure about a category, the sender will be placed in “Unknown”
AI Assistant Integration
Sender Categories makes our AI Email Assistant even more powerful:
Create rules that only apply to specific categories
Example: Set up automatic replies for “Investor” emails while ignoring “Newsletter” emails
This makes the AI assistant more predictable and efficient
By using Sender Categories, you’ll spend less time organizing your inbox and more time focusing on the emails that matter most to you.
