Get Directions

Get Directions

1. StepDefine scope and boundaries

   Agree on messages to review and permitted changes.

   Work alongside the customer or use approved access.

   Source

   • Original artwork, Step 1: Open original PNG
2. StepLearn what matters most

   Identify priority senders, topics and follow-ups.

   Agree on a few useful categories.

   Source

   • Original artwork, Step 2: Open original PNG
3. StepOrganize a small sample

   Apply approved labels or folders to limited messages.

   Review together before expanding.

   Source

   • Original artwork, Step 3: Open original PNG
4. StepTest simple filters

   Use narrow rules for identified senders or message types. Check matches and mistakes on a small sample.

   Source

   • Original artwork, Step 4: Open original PNG
5. StepLeave a manageable routine

   Provide a review guide and change log.

   Show how to adjust or remove filters.

   Source

   • Original artwork, Step 5: Open original PNG