REVIEW & LEARNING

Turning triage into rules

Every email that doesn't match a job lands in the Review queue. Assigning one there doesn't just file that one email — it teaches BackupWatch to route the next one automatically.

The Review queue

For each unmatched email you can: pick a client, pick a job (the dropdown filters to that client's jobs), and click Assign & learn; or expand + New client & job to create both in one step, prefilled from the email. If it's not a backup notification at all, Ignore or Delete it instead.

Review queue with unmatched emails and assignment controls
Review — unmatched emails waiting to be assigned

Learning on assign

When you assign a Review email to a job, BackupWatch derives exactly one learned rule from it:

  • Client-specific sender (the sender's domain isn't a known shared vendor domain) → a rule on from contains <sender-domain>. Robust: that client's future mail from that domain, on any subject, now routes automatically.
  • Shared sender (e.g. everything from dropsuite.com) → a rule on subject contains <distinctive token> — the longest meaningful word in the subject. A from rule here would wrongly grab every customer that vendor has, so it learns on the subject instead.

The rule is deduplicated automatically — assigning the same kind of email twice doesn't pile up duplicate rules — and it's an ordinary rule afterward: visible on the job page tagged learned · OR, editable, deletable.

Human-in-the-loop by design. The engine only ever suggests; it never auto-assigns. Every rule traces back to a deliberate click.

Suggestions

For each email in the queue, BackupWatch proposes the most likely job by scoring every active job against how well the email overlaps its existing rule values:

MatchPoints
A from rule whose value is the sender's domain / in the From address+2
A rule value that equals a distinctive subject token+2
A rule value (4+ characters) found anywhere in from + subject + body+1

Generic words are ignored so they can't produce false suggestions. The highest-scoring job above zero becomes a one-click suggestion in the queue.