Can I apply the Insights Automation rules historically?

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.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.

Articles in this section

Our Support hours:
Monday to Friday from 9:00 am - 2:00 am CET. Monday to Friday from 0:00 am - 5:00 pm PST.
Productboard Academy
Become a Productboard expert with self-paced courses, quick tip videos, webinars and more.
Product Makers Community
Connect with product leaders, share and find product jobs, and learn how to approach similar challenges. Come join our Product Makers community.