Folder rules add new meetings to a folder automatically when they match conditions you set, so you don’t have to file recurring meetings or common workflows yourself. Rules work for both personal and shared folders, and only add reports you own or can edit.
Create a folder rule
- Go to the Folders page.
- Open the folder’s rules:
- New folder: Click New Folder, fill in the Details tab, then select the Rules tab.
- Existing folder: Click the ⋯ menu next to the folder, then Manage Rules.
- Under IF, set a condition:
- Choose what to match: Meeting title, Attendee, or Attendee email.
- Choose how to match it: is, is not, contains, or does not contain.
- Enter the value. For example, Meeting title contains “Weekly sync”, or Attendee email contains “acme.com”.
- To add a second condition, click Add Condition.
- Under THEN, the action is Add to this folder.
- Save the rule. For a new folder, click Create Folder.
Each rule can have up to two conditions. If a rule has two conditions, a meeting must match both to be added to the folder.
Rules only apply to future meeting reports. They don’t change reports that already exist.
Edit or delete a rule
- On the Folders page, click the ⋯ menu next to the folder, then Manage Rules.
- Change the rule’s conditions and save, or click the delete icon next to the rule to remove it.
Deleting a rule doesn’t remove reports it already added to the folder.
Shared folder rules
In a shared folder, each person’s rules only apply to their own reports:
- Who can add rules: Owners and Collaborators can add and edit rules.
- Which reports are added: Your rules only add reports you own or can edit.
- Other members aren’t affected: Your rules don’t file reports for anyone else. Each person needs to set up their own rules.
- Only you see your rules: You can’t see the rules others have added, and they can’t see yours.
- Limit: A folder can have up to 100 rules.
For more on folder roles, see Shared folders.