Basic Rules are available on all Mixmax plans except the Free plan. Workspace-level Rules are available on Mixmax for Teams and on Mixmax Pro with the Advanced Rules add-on. Please check our pricing page for more information.
To stay on top of customer correspondence and use your time more efficiently, you can use Mixmax Rules to build workflow automation that sends a Slack notification so you know at once if someone emails you 30 minutes before your scheduled meeting or during the meeting.
Creating your Rule
Next, enter a title for your rule.
Each Mixmax Rule has 3 steps: Trigger, Filter, and Action.
Trigger
For the Rule trigger, select Email first.
Next, select I receive an email and click Continue.
Filter
Next, you can specify the conditions when the Rule should be triggered.
First, click Add Condition.
Next to From (email), click the dropdown and select I'm scheduled to meet with them.
Please note that the "I'm scheduled to meet with them" filter is currently not supported for Outlook-based users.
Next, enter the required period of time before the meeting in days, hours, or minutes. In our example, that would be 30 minutes.
Click Add condition again to add other conditions if required. For example, you might want to be notified only if the email is an auto-reply notification or comes from a certain recipient.
If you wish to select multiple filters, each of which should trigger this automation, change the filter logic to If ANY of the following are true.
Click Continue when you are done adding filters.
Action
For your action, select Slack from the options.
In the next window, select Send channel message and click Continue.
Next, select the Slack channel from the drop-down menu where you want to send the notification. To search for a specific channel, start typing the channel name.
Slack limits how often Mixmax can load your Slack workspace’s channel list. The limit is shared by everyone in your Slack workspace who uses Mixmax, and workspaces with many channels reach it faster. If the limit is reached, the channel list may load empty or incomplete, and you may be asked to enter the Slack channel ID instead. You can wait a minute and try again, or copy the channel ID from Slack as shown below:
You can also customize the message using the {{name}}, {{email}}, {{sender name}}, and {{sender first name}} variables, adding a random celebratory GIF, and choosing a card color for the message.
When you are done, click Activate & Close. Your Rule is good to go!
For more real-life 'Rules' use cases, check out our Rules Library!