Email Filters

Control which emails Opally processes using filter rules.

What Are Email Filters?

Email filters let you control which incoming emails Opally generates drafts for:

• Block specific emails from being processed

• Allow only certain emails to be processed

• Exclude specific sender addresses

Accessing Email Filters

1. Go to Settings

2. Click the Filtering tab

Filter Rules

Creating a Filter Rule

1. Click Add Filter

2. Choose the filter type:

   • Subject includes – Match emails where subject contains text

   • Subject equals – Match emails with exact subject

   • Body includes – Match emails where body contains text

3. Enter the filter value (the text to match)

4. Choose the mode:

   • Block – Skip draft generation for matching emails

   • Allow – Only generate drafts for matching emails

5. Optionally add a description

6. Click Add

Filter Modes

Mode	Behavior
Block	Matching emails won't get AI drafts
Allow	Only matching emails get AI drafts

Important: If you add your first "Allow" filter, Opally will only generate drafts for emails that match an allow rule. All other emails will be skipped.

Filter Options

Each filter has additional options:

• Enabled – Toggle the filter on or off

• Case sensitive – Match text exactly (including uppercase/lowercase)

Example Filters

Skip OTA Notifications

• Type: Subject includes

• Value: "Booking.com" or "Expedia notification"

• Mode: Block

Only Process Reservation Emails

• Type: Subject includes

• Value: "reservation"

• Mode: Allow

Skip Automated Reports

• Type: Subject equals

• Value: "Daily Revenue Report"

• Mode: Block

Excluded Email Addresses

To exclude specific sender addresses, go to Personalization instead. The Filters tab is for content-based rules.

Managing Filters

Edit a Filter

1. Find the filter in the list

2. Click the Edit (pencil) icon

3. Make changes

4. Click Update

Delete a Filter

1. Find the filter

2. Click the Delete (trash) icon

3. Confirm deletion

Enable/Disable a Filter

Edit the filter and toggle the Enabled switch. This lets you temporarily disable filters without deleting them.

Best Practices

Start with Block Rules

Begin by blocking emails you don't need drafts for:

• Automated notifications

• Marketing emails

• System alerts

Be Specific

Use specific filter values to avoid accidentally blocking wanted emails:

• ❌ "booking" (too broad)

• ✅ "Booking.com - New Reservation" (specific)

Test Your Filters

After creating a filter:

1. Wait for a matching email

2. Check if it was processed correctly

3. Adjust if needed

Use Descriptions

Add descriptions to remember why each filter exists, especially for complex setups.