Intake Rules
Intake rules determine which emails create submissions in your desk. Configure rules to automatically process incoming submissions from your inbox.How Intake Works
When Kantilever receives an email:- Match - Check if the email matches any intake rule conditions
- Classify - AI determines if it’s a new submission, reply, or irrelevant
- Route - Create a submission or link to an existing one
- Extract - Process documents and extract data fields
Creating an Intake Rule
- Navigate to your desk’s Intake Rules tab
- Click + New Rule
- Configure the rule settings
- Enable the rule
Rule Settings
| Setting | Description |
|---|---|
| Name | Descriptive name for the rule |
| Enabled | Toggle rule on/off |
| Priority | Order of evaluation (higher = first) |
| Assignment Mode | How to assign new submissions |
Conditions
Define conditions that emails must match:Email To
Filter by recipient address. Useful when you have dedicated submission inboxes:Email From
Filter by sender domain or address:Subject Contains
Match keywords in the subject line:Has Attachments
Require that emails have attachments (common for submissions with ACORD forms or SOVs).Assignment Modes
Control how new submissions are assigned:| Mode | Behavior |
|---|---|
| None | Submission remains unassigned |
| Random | Randomly assign to a team member |
AI Triage
For matched emails, AI classifies the content:New Submission
The email initiates a new submission request. Kantilever creates a submission and begins extraction.Existing Submission
The email is a reply or follow-up to an existing submission. Kantilever links it to the appropriate submission.Irrelevant
Spam, marketing, or unrelated content. No submission is created.Ambiguous
The AI isn’t confident. A triage review action item is created for manual classification.Custom Triage Prompt
Add a custom prompt to guide AI classification:“Emails from noreply@ addresses should be marked irrelevant. Renewal notices should create new submissions.”
Multiple Rules
When multiple rules exist:- Rules are evaluated in priority order
- First matching rule processes the email
- Use higher priority for more specific rules
Example Setup
| Priority | Rule | Conditions |
|---|---|---|
| 10 | VIP Brokers | From: @vipbroker.com |
| 5 | Property Submissions | To: property@, Has attachments |
| 1 | General Intake | Subject contains: submission |
Monitoring
View rule performance in the intake rules list:- Number of emails matched
- Submissions created
- Triage reviews pending