Can I preview the scope of the automation rule before finalizing it?

There is no option to do so within the rule creation flow. However, if you would like to check which notes are matching your conditions, you can do that by replicating the selected conditions with regular filtering on the insights board. If you’re happy with the subset of notes, you can then feel more confident in creating the given rule.

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

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