Sorting the inbox
An agent can move cards from the inbox to the boards they belong on. It decides by the board’s title, its description and a summary of its cards. When no board fits or the agent is not sure, the card stays in the inbox.
Sorting is off until you turn it on.
Turn it on
- Open the inbox board, the ⋯ menu → “Sorting the inbox…”.
- In “Agent that sorts” pick an agent. The list is your agents of both kinds: programs on the computer and models by key (Agent). When the list is empty, connect an agent in «Settings → AI» → «Connect an agent…» (Connecting agents).
- Tick “Sort cards from sources as they arrive”.
From then on, every card a source brings moves to a matching board a few seconds after it arrives, or stays in the inbox.
The “Sort now” button sorts everything in the inbox, your own cards included. It works with the box unticked as well. The agent takes up to a few minutes.
Where the card lands
A moved card stands in the board’s first column and does not start that column’s automation: the agent picks the board, and what happens to the card next is up to you.
What the agent decides by
- The board’s description. It is asked when a board is made, on the step with the name. In the sorting dialog each board’s description can be edited: write which cards belong on it — topics, projects, places.
- The summary of the cards. A few sentences about what the board’s cards are about. The agent writes it itself and updates it when the board’s cards change. “Update summaries” rewrites it for every board at once.
- The board’s recent cards — their titles.
If a card went to the wrong board, add to the description of the board it should have gone to, or of the one it went to by mistake.
The log
At the bottom of the dialog, “Recent decisions”: which card was moved where and why, which stayed in the inbox, which could not be sorted.
If it does not work
| What you see | Why |
|---|---|
| “Agents are turned off in this app…” | Agents are turned off in the app’s settings |
| The box and the buttons are disabled | No agent is chosen |
| “not sorted” and an error text in the log | The agent did not start or did not answer as asked; the error is in the log |
| A card stayed in the inbox | The agent found no matching board; the reason is in the log |
| A card made with “New” was not sorted by itself | Your own cards are sorted only by “Sort now” |