Active

When Email created and 2 conditions match, run 2 steps. Locked projects are skipped.

Back

TriggerRecords

Object

Fires when: Email created

then check

Conditionsall must match

and

then do

1AI step· AI classify: classify

Operation

Instruction

2Create record· Create Inbox item: link to project / create project

Type

Details

End · exits on: reply, stage change, project locked, do-not-contact

Name

ActiveFires on matching events. Paused keeps enrolled records in place.Skip locked projectsNever act on Billed / Closed work unless explicitly allowed (PRD T46).Business hours onlyHold emails/SMS until Mon–Fri 7:30am–5:00pm CT.

Runs340

Failures1

Last run11h ago

StepsAI step, Create record

Failed steps retry 3× with backoff, then surface in Inbox. Reversible runs can be undone from the run log.

Active

Variables you can use

Active

Variables you can use