What are automation rules?
Automation rules enable you to automatically organize and categorize feedback. Using automation rules you can:
- automatically add and remove tags on notes based on their content
- delete old or irrelevant feedback
How to use automation rules?
If you want for example tag all notes containing "knowledge base" with knowledge-base tag.
First, you need to go to Automation rules using the button on the bottom and Create a new rule
Here you can apply rules regarding date, content, author and source of feedback. Let's tag all the notes where content contains knowledge base with knowledge-base tag.
⚠️Keep in mind that there is AND between two IF rules, so if you apply two of them, notes will need to match both.