Help/Action Items, Highlights & FYIs/How FYIs and categories work

How FYIs and categories work

Short answer

FYIs are the emails that don't need action, filed for reference into built-in categories like financial, delivery, newsletter, and marketing. You can also create your own custom categories, with a name and color, up to a limit that grows with your plan. Nothing is deleted, so a category is just a tidy place to keep the noise.

What an FYI is

An FYI is an email you don't need to act on. A receipt, a shipping update, a newsletter, a notification. It's filed for reference rather than surfaced as a task. You can skim a category when you want, or leave it alone, and nothing gets deleted in the process.

This is the layer that keeps the noise out of your way. Your important tasks live in Action Items, the things worth knowing live in Highlights, and everything else is tucked into FYIs by category so it isn't sitting in front of you all day.

Built-in categories

Your secretary sorts FYIs into a fixed set of categories as it reads each message. These cover the kinds of mail most inboxes get:

Delivery Financial Security Legal & privacy Subscription Marketing Newsletter Social Spam / junk Other

Custom categories

Beyond the built-in set, you can create your own categories for the buckets that matter to you. The number you can have depends on your plan: 1 on the free plan, 3 on Plus, 5 on Pro, and 10 on Ultra.

1

Open your categories and create a new one. From the FYIs view, add a category to start.

FYIs · Categories
Your categories
New category
2

Give it a name and a color. Pick a name you'll recognize and a color so it stands out in the list.

Name
Client receipts
Color
3

Save it, and toggle it on or off whenever you like. Once it's saved, your secretary can sort matching mail into it. You can turn a custom category on or off without losing it, so it's easy to try one out.

If something ever lands in the wrong category, you can move it and your secretary learns from the correction. See Why an email landed in the wrong category.

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