Presets

apps/web/app/(app)/automation/RuleForm.tsx

@@ -31,8 +31,9 @@ import {
   ActionType,
   CategoryFilterType,
   LogicalOperator,
+  SystemType,
 } from "@prisma/client";
-import { ConditionType } from "@/utils/config";
+import { ConditionType, type CoreConditionType } from "@/utils/config";
 import { createRuleAction, updateRuleAction } from "@/utils/actions/rule";
 import {
   type CreateRuleBody,
@@ -195,7 +196,7 @@ export function RuleForm({
       ConditionType.STATIC,
       ConditionType.CATEGORY,
     ].find((type) => !usedConditions.has(type)) as
-      | Exclude<ConditionType, "GROUP">
+      | CoreConditionType
       | undefined;
   }, [conditions]);
 
@@ -265,8 +266,17 @@ export function RuleForm({
         />
       </div>
 
+      {showSystemTypeBadge(rule.systemType) && (
+        <div className="mt-2 flex items-center gap-2">
+          <Badge color="green">
+            This rule has special preset logic that may impact your conditions
+          </Badge>
+        </div>
+      )}
+
       <div className="mt-6 flex items-end justify-between">
         <TypographyH3>Conditions</TypographyH3>
+
         <div className="flex items-center gap-1.5">
           <DropdownMenu>
             <DropdownMenuTrigger asChild>
@@ -801,9 +811,10 @@ function ReplyTrackerAction() {
   return (
     <div className="h-full flex items-center justify-center">
       <div className="text-center text-sm text-muted-foreground max-w-sm">
-        Tracks conversations this rule applies to.{" "}
-        <Badge color="green">{NEEDS_REPLY_LABEL_NAME}</Badge> will be
-        automatically removed after you reply.
+        Used for reply tracking (Reply Zero). This action tracks emails this
+        rule is applied to and removes the{" "}
+        <Badge color="green">{NEEDS_REPLY_LABEL_NAME}</Badge> label after you
+        reply to the email.
       </div>
     </div>
   );
@@ -963,3 +974,9 @@ function ActionField({
     </div>
   );
 }
+
+function showSystemTypeBadge(systemType?: SystemType | null): boolean {
+  if (systemType === SystemType.TO_REPLY) return true;
+  if (systemType === SystemType.CALENDAR) return true;
+  return false;
+}

apps/web/app/(app)/automation/examples.ts

@@ -19,10 +19,7 @@ export function hasExampleParams(rule: {
 
 const commonPrompts = [
   "Label urgent emails as 'Urgent'",
-  "Label newsletters as 'Newsletter' and archive them",
-  "Label marketing emails as 'Marketing' and archive them",
   "Label emails from @mycompany.com addresses as 'Team'",
-  "Label receipts as 'Receipt' and archive them",
 ];
 
 const common = `${commonPrompts.map((prompt) => `* ${prompt}`).join(".\n")}.`;
@@ -53,9 +50,7 @@ const founderPrompt = `* If someone asks to set up a call, draft a reply with my
 * Label emails from investors as "Investor".
 * Label legal documents as "Legal".
 * Label emails about travel as "Travel".
-* Label recruitment related emails as "Hiring".
-* Label marketing and newsletter emails as "Marketing" and archive them.
-* Label receipts as 'Receipt' and archive them.`;
+* Label recruitment related emails as "Hiring".`;
 
 export const personas = {
   founder: {
@@ -76,8 +71,7 @@ I've attached my media kit and pricing.
 * Label emails about affiliate programs as "Affiliate" and archive them.
 * Label collaboration requests as "Collab" and draft a reply asking about their audience size and engagement rates.
 * Label brand partnership emails as "Brand Deal" and forward to manager@example.com
-* Label media inquiries as "Press" and draft a reply a polite reply.
-* Label marketing and newsletter emails as "Marketing" and archive them.`,
+* Label media inquiries as "Press" and draft a reply a polite reply.`,
   },
   investor: {
     label: "💰 Investor",
@@ -94,8 +88,7 @@ I've attached my media kit and pricing.
 * Forward emails about industry research reports to research@vc.com
 * If someone asks for a warm intro to a portfolio company, draft a reply asking for more context about why they want to connect.
 * Label emails about fund administration as "Fund Admin".
-* Label emails about speaking at investment conferences as "Speaking Opportunity".
-* Label marketing and newsletter emails as "Marketing" and archive them.`,
+* Label emails about speaking at investment conferences as "Speaking Opportunity".`,
   },
   assistant: {
     label: "📋 Assistant",
@@ -197,10 +190,7 @@ I've attached my media kit and pricing.
 * Label emails about exam schedules as "Exam".
 * Label emails about campus events as "Event" and archive them.
 * If someone asks for class notes, draft a reply with our shared Google Drive folder link: https://drive.google.com/drive/u/0/folders/1234567890.
-* Label emails about tutoring opportunities as "Tutoring" and draft a reply with that my rate is $70/hour or $40/hour for group tutoring.
-
-* Label newsletters as 'Newsletter' and archive them
-* Label marketing emails as 'Marketing' and archive them`,
+* Label emails about tutoring opportunities as "Tutoring" and draft a reply with that my rate is $70/hour or $40/hour for group tutoring.`,
   },
   reachout: {
     label: "💬 Reachout",

apps/web/app/(app)/automation/onboarding/CategoriesSetup.tsx

@@ -32,8 +32,10 @@ import {
   type CreateRulesOnboardingBody,
 } from "@/utils/actions/rule.validation";
 import { TooltipExplanation } from "@/components/TooltipExplanation";
-import { ASSISTANT_ONBOARDING_COOKIE } from "@/utils/cookies";
-import { markOnboardingAsCompleted } from "@/utils/cookies";
+import {
+  ASSISTANT_ONBOARDING_COOKIE,
+  markOnboardingAsCompleted,
+} from "@/utils/cookies";
 
 const NEXT_URL = "/automation/onboarding/draft-replies";
 

apps/web/app/(app)/automation/onboarding/page.tsx

@@ -2,9 +2,13 @@ import { Card } from "@/components/ui/card";
 import { CategoriesSetup } from "./CategoriesSetup";
 import { auth } from "@/app/api/auth/[...nextauth]/auth";
 import prisma from "@/utils/prisma";
-import { ActionType, ColdEmailSetting, type Prisma } from "@prisma/client";
+import {
+  ActionType,
+  ColdEmailSetting,
+  SystemType,
+  type Prisma,
+} from "@prisma/client";
 import type { CategoryAction } from "@/utils/actions/rule.validation";
-import { RuleName } from "@/utils/rule/consts";
 
 export default async function OnboardingPage() {
   const session = await auth();
@@ -23,7 +27,7 @@ type UserPreferences = Prisma.UserGetPayload<{
   select: {
     rules: {
       select: {
-        name: true;
+        systemType: true;
         actions: {
           select: { type: true };
         };
@@ -39,7 +43,7 @@ async function getUserPreferences(userId: string) {
     select: {
       rules: {
         select: {
-          name: true,
+          systemType: true,
           actions: {
             select: {
               type: true,
@@ -55,11 +59,11 @@ async function getUserPreferences(userId: string) {
   return {
     toReply: getToReplySetting(user.rules),
     coldEmails: getColdEmailSetting(user.coldEmailBlocker),
-    newsletter: getRuleSetting(RuleName.Newsletter, user.rules),
-    marketing: getRuleSetting(RuleName.Marketing, user.rules),
-    calendar: getRuleSetting(RuleName.Calendar, user.rules),
-    receipt: getRuleSetting(RuleName.Receipt, user.rules),
-    notification: getRuleSetting(RuleName.Notification, user.rules),
+    newsletter: getRuleSetting(SystemType.NEWSLETTER, user.rules),
+    marketing: getRuleSetting(SystemType.MARKETING, user.rules),
+    calendar: getRuleSetting(SystemType.CALENDAR, user.rules),
+    receipt: getRuleSetting(SystemType.RECEIPT, user.rules),
+    notification: getRuleSetting(SystemType.NOTIFICATION, user.rules),
   };
 }
 
@@ -75,10 +79,10 @@ function getToReplySetting(
 }
 
 function getRuleSetting(
-  name: string,
+  systemType: SystemType,
   rules?: UserPreferences["rules"],
 ): CategoryAction | undefined {
-  const rule = rules?.find((rule) => rule.name === name);
+  const rule = rules?.find((rule) => rule.systemType === systemType);
   if (!rule) return undefined;
 
   if (rule.actions.some((action) => action.type === ActionType.ARCHIVE))

apps/web/app/(app)/automation/rule/create/page.tsx

@@ -2,13 +2,13 @@ import { RuleForm } from "@/app/(app)/automation/RuleForm";
 import { examples } from "@/app/(app)/automation/create/examples";
 import { getEmptyCondition } from "@/utils/condition";
 import { ActionType } from "@prisma/client";
-import type { ConditionType } from "@/utils/config";
+import type { CoreConditionType } from "@/utils/config";
 
 export default async function CreateRulePage(props: {
   searchParams: Promise<{
     example?: string;
     groupId?: string;
-    type?: Exclude<ConditionType, "GROUP">;
+    type?: CoreConditionType;
     categoryId?: string;
     label?: string;
   }>;

apps/web/app/api/user/rules/route.ts

@@ -5,9 +5,9 @@ import prisma from "@/utils/prisma";
 
 export type RulesResponse = Awaited<ReturnType<typeof getRules>>;
 
-async function getRules(options: { userId: string }) {
+async function getRules({ userId }: { userId: string }) {
   return await prisma.rule.findMany({
-    where: { userId: options.userId },
+    where: { userId },
     include: {
       actions: true,
       group: { select: { name: true } },

apps/web/prisma/migrations/20250414091625_rule_system_type/migration.sql

@@ -0,0 +1,14 @@
+/*
+  Warnings:
+
+  - A unique constraint covering the columns `[userId,systemType]` on the table `Rule` will be added. If there are existing duplicate values, this will fail.
+
+*/
+-- CreateEnum
+CREATE TYPE "SystemType" AS ENUM ('TO_REPLY', 'NEWSLETTER', 'MARKETING', 'CALENDAR', 'RECEIPT', 'NOTIFICATION');
+
+-- AlterTable
+ALTER TABLE "Rule" ADD COLUMN     "systemType" "SystemType";
+
+-- CreateIndex
+CREATE UNIQUE INDEX "Rule_userId_systemType_key" ON "Rule"("userId", "systemType");

apps/web/prisma/migrations/20250414103126_migrate_system_rule_types/migration.sql

@@ -0,0 +1,6 @@
+UPDATE "Rule" SET "systemType" = 'TO_REPLY' WHERE "name" = 'To Reply';
+UPDATE "Rule" SET "systemType" = 'NEWSLETTER' WHERE "name" = 'Newsletter';
+UPDATE "Rule" SET "systemType" = 'MARKETING' WHERE "name" = 'Marketing';
+UPDATE "Rule" SET "systemType" = 'CALENDAR' WHERE "name" = 'Calendar';
+UPDATE "Rule" SET "systemType" = 'RECEIPT' WHERE "name" = 'Receipt';
+UPDATE "Rule" SET "systemType" = 'NOTIFICATION' WHERE "name" = 'Notification';

apps/web/prisma/schema.prisma

@@ -206,7 +206,10 @@ model Rule {
   categoryFilterType CategoryFilterType?
   categoryFilters    Category[]
 
+  systemType SystemType?
+
   @@unique([name, userId])
+  @@unique([userId, systemType])
 }
 
 model Action {
@@ -601,3 +604,13 @@ enum CleanAction {
   ARCHIVE
   MARK_READ
 }
+
+enum SystemType {
+  TO_REPLY
+  NEWSLETTER
+  MARKETING
+  CALENDAR
+  RECEIPT
+  NOTIFICATION
+  // COLD_EMAIL // handled separately. we may unify in the future
+}