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Can I apply the Insights Automation rules historically?

Evan McGivern
Updated April 20, 2022 10:12

Currently, that's not possible. When you set up a new rule, it will only take effect on new notes created after setting up the given rule. If you would like to apply a rule to your historical notes, you can use the same filters you set up as conditions and then apply bulk actions for tagging and/or assigning owners.

For more information about Insights Automations, see Use Insights Automation to create rules to route and categorize notes efficiently.

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