What You Can Do
With this update, you can view, create, and delete mail routing rules directly from your Stable Dashboard. Routing is based entirely on envelope-level information located on the outside, not the contents of the mail itself. For example, you can configure routing based on the recipient name, sender name, or mailing address.
How to Set Up an Automated Routing Rule
To create an automated routing rule, click Settings in the sidebar to open Automations. Scroll to the Mail Routing Rules section and click “New routing rule” to get started.
Each routing rule includes four components:
A rule name that you will personalize
A trigger, which is currently fixed to “mail arrives”
A condition, such as sender, recipient, or address
Rules using multiple conditions will only operate with AND combinations. This means all the conditions within a rule must be true in order for the rule to pass. For example, the Sender must contain “IRS” AND the Recipient must be “ACME Corp.
An action that determines which team the mail should be assigned to
This new interface also lets you see and search all routing rules at a glance, including their trigger criteria and assigned destination.
Routing Rules With Scan Contents (Custom Plan Add-On)
You can create and delete rules that look for specific words or phrases within the scanned contents of your mail. The process for setting up these rules is the same as envelope-based routing, but you’ll now see scan content available as a condition option.
For example, you might create a rule like this:
Trigger: Mail is scanned
Conditions (AND):
Scan contains “1099-MISC”
Scan contains “Department of the Treasury”
Recipient is “ACME Corp”
Action: Assign to team: Finance
In this case, any scanned mail that meets all three conditions will automatically be assigned to the Finance team.
Just like envelope-based rules, multiple conditions use AND logic—all conditions must be true for the rule to apply.