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. 

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