Not Everything Is Billable — Rules for Your Connected Sources
Connected inboxes, calendars, chats, and phone lines capture everything — which is the point, and also the problem. Newsletters, promo blasts, internal standups, and personal appointments don’t belong on a timesheet, and until now the only filter between your inbox and your suggested entries was the AI’s judgment.
Integration rules put that judgment in your hands. On any connected email, calendar, chat, or phone source, define conditions — subject contains, sender includes a domain, attendees include a client — and choose what happens when new items match:
- Skip — newsletters and automated notifications never become entries at all
- Mark as spam — captured but kept out of your dashboards and totals
- Assign a project — when you already know where the work belongs, the rule maps it directly with full confidence, no AI guesswork. Your Tuesday standup lands on the right matter every single week.
- Save or submit automatically — entries you’d approve anyway go straight through, combining with project assignment so recurring work bills itself
Rules run before anything is drafted, evaluated top to bottom with the first match winning — the same mental model as your email client’s filters, with multiple conditions per rule and exceptions layered above broad strokes. For attorneys with standing client calls and consultants with recurring engagements, this is the difference between reviewing suggestions and having the routine handled.
Manage rules directly on each integration or from a single view in company settings. And a small unlock along the way: source connections like Gmail, Outlook Calendar, and Zoom Phone now have their own home on the integrations manage page.
The philosophy: the AI drafts your day; rules encode what you already know.