Settings

Auto-responder rules

When an email matches a rule during Sort & Triage, its reply is drafted from the template. Lowest priority number wins. Placeholders: {{first_name}} {{sender}} {{subject}} {{project}} {{trade}}

Outlook Add-in Setup

Install the Inbox Done add-in to push single emails, or batch-file a whole intake folder, straight into this dashboard. No Azure app registration or IT Graph approval needed.

Permission

ReadWriteMailbox — needed to create folders, tag categories and move items.

Folders

_Container › Intake and _Container › Filed are created automatically.

Categories

Green “Container · Filed” and amber “Container · Review Required”.

Add-in address: /outlook-addin

Outlook on the web & New Outlook

  1. 1Open aka.ms/olksideload while signed in to Outlook.
  2. 2In the Add-ins for Outlook dialog choose My add-ins.
  3. 3Under Custom Add-ins click Add a custom add-in → Add from File…
  4. 4Select the downloaded manifest.xml and confirm Install.
  5. 5Open any email and click File to Container in the ribbon or the “…” menu.

Outlook desktop (Windows / Mac)

  1. 1Classic Windows: File → Manage Add-ins (or Get Add-ins on the Home ribbon). Mac: Get Add-ins on the toolbar.
  2. 2Go to My add-ins → Custom Add-ins → Add a custom add-in → Add from File…
  3. 3Choose manifest.xml and accept the warning.
  4. 4Restart Outlook if the button doesn’t appear, then select an email and click File to Container.
  5. 5Pin the task pane to keep it open while you move between emails.

How “Inbox Done” batch filing works

  1. 1
    Drag or rule-route project emails into _Container › Intake.
  2. 2
    Open the add-in → File a Folder → Scan intake (up to 50 emails).
  3. 3
    Review the auto-matched projects, then click File all matched.
  4. 4
    Matched emails are saved with attachments, tagged green and moved to Filed.
  5. 5
    Unmatched emails are tagged amber and stay in Intake. Nothing is ever moved back to your Inbox.