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Outlook auto-categorize by sender (Newsletter / Receipt / Notify / Personal)

Auto-categorizes inbox by sender pattern: newsletter, receipt, notification, personal. Quiet inbox in 1 day.

1 min
Setup time
$800/mo
Typical value
30 days
Money-back
How it works

What's actually happening behind the scenes.

Outlook's color categories are the most underused inbox feature. They label mail without moving it, so you can scan a noisy inbox and instantly see what's a receipt vs a newsletter vs a person. This automation creates four color categories — Newsletter, Receipt, Notify, Personal — and writes a registry of sender-pattern rules that auto-tag every incoming message. Newsletters get yellow, receipts get green, notifications get gray, real humans stay uncolored (so they pop visually). The discovery interview is the difference between this being a generic stock setup and being yours: you tell us your top 20 senders this month and which feel like noise; we use those EXACT patterns instead of our defaults. You also flag senders that should NEVER get categorized (your VIPs) so the rule can't hide them. Pair with outlook-folder-setup for the full triage system.

Step 1 of install · Discovery

Tell us how YOU work today. Then we tailor it.

Before this automation goes live, we ask 6 questions about your current workflow. The setup that lands in your account reflects YOUR answers — not a generic default. Preview the questions below; you'll fill them in after starting setup.

  1. Q1.

    Category names (we'll respect what you already use)

    sub-questions: , , ,
  2. Q2.

    Newsletter / digest senders (domains or full addresses, one per line)

    Look at your top 20 senders this month — which ones do you skim, never reply to, and could batch-read on a Sunday? Those are newsletters. We'll match these patterns against From: addresses.

    textarea
  3. Q3.

    Receipt / billing senders

    textarea
  4. Q4.

    Notification / alert senders (machine-generated)

    textarea
  5. Q5.

    Senders to NEVER auto-categorize (VIPs — must stay uncolored)

    If a VIP's newsletter pattern accidentally matches one of the rules above, this list overrides it.

    textarea
  6. Q6.

    Categorize existing inbox mail too?

    yes / no

What we promise. And how we back it.

Live in 5 days or you don't pay

If we can't get your AI Secretary live and replying in your real account within 5 business days, we refund and walk.

Standard OAuth only

Every connection is revocable from your provider's settings. We never store passwords. Read-only where read-only is enough.

30-day money back

Refund within 30 days, no support-ticket gauntlet. Submit a one-page form and we process it within 2 business days.

Ready to install Outlook auto-categorize by sender (Newsletter / Receipt / Notify / Personal)?

Available on Quick Wins ($299/mo). 5 days to live, or your money back.