Email triage

Quin's Email Triage workflow automatically organizes your incoming emails as they arrive. Quin adds tags, moves messages to folders, marks emails as important, and more — all based on the instructions you provide.

Before you begin

You'll need at least one email account connected to Quin before setting up Email Triage. You can connect your email accounts in Settings > Integrations.

How to set it up

1. Go to Settings > Workflows and select Email triage.
2. Click Enable workflow to turn it on.
3. Under Use these email accounts, toggle on the email accounts you want Quin to triage.
4. Under Automatically triage emails from, choose who Quin should triage emails from.
   • Everyone - Quin triages all incoming emails
   • Any external contacts - Quin triages emails from senders outside your organization
   • Only contacts in the CRM - Quin triages emails only from contacts already in your connected CRM
5. Add Triage guidelines to tell Quin exactly how to organize your emails. Guidelines are instructions Quin follows when processing each message, like "Add the 'Urgent' tag to emails from clients" or "Tag emails containing 'invoice' with 'Finance' and mark as important."
6. (Optional) Add addresses to Ignore emails from if you want Quin to skip certain senders. You can enter full email addresses or domains like "@company.com". Partial matches are supported, and each address should be on its own line.

What to expect

Once Email Triage is enabled, Quin begins organizing new incoming emails automatically. Depending on your guidelines, Quin may add tags to messages, move them to folders, mark them as important, or a combination of all three. You won't need to take any action — changes appear directly in your inbox as emails arrive. Emails from addresses listed in Ignore emails from will pass through without any modifications.

Troubleshooting

Emails aren't being organized

• Confirm Email Triage is toggled on in Settings > Workflows
• Check that the correct email accounts are toggled on under Use these email accounts
• Verify the email account is still connected in Settings > Integrations
• Email Triage only applies to new incoming emails — it won't reorganize messages that arrived before it was enabled

Quin is organizing emails it shouldn't

• Review your Automatically triage emails from setting and switch to a more specific option like Only contacts in the CRM
• Add the sender's address or domain to Ignore emails from to exclude them going forward

Quin isn't following my triage guidelines

• Check that your guidelines in the Triage guidelines field are clearly written and specific — for example, "Tag emails with 'invoice' in the subject as Finance" rather than "organize finance emails"
• Make sure the tags or folders you've referenced in your guidelines already exist in your email account

Emails from a specific sender aren't being ignored

• Confirm the address or domain is entered correctly in Ignore emails from, with each entry on its own line
• Partial matches are supported, so "@company.com" will match any sender from that domain