Four tools that sound like one
People say "filter" when they mean any of four different things, then wonder why what they set up didn't do what they expected.
Labels and folders are where mail lives in your provider. They organize. Gmail labels can overlap, so one message can carry several. Outlook folders work differently.
Smart views save a search. You find the same messages again with one click, and nothing moves or changes.
Filters run on incoming mail, using the conditions and actions your provider supports. They're the "from now on" tool.
Rules, cleanups and automations are the rest. Otto rules act on incoming mail within one mailbox. A cleanup processes mail that's already there, using the bulk-action flow with visible progress. An automation runs a digest or cleanup on a schedule.
So pick by the question you're asking. Want to find the same mail again? Smart view. Want new mail sorted as it arrives? Filter. Want the old mail tidied? Cleanup. Want it on a calendar? Automation.
Why the preview matters
The classic filter mistake is a condition that's slightly too broad. You write "from the accountant" and discover it also caught the personal thread with the same accountant. You find out three weeks later.
Otto's filter builder shows what it would match while you build it. Set a condition and a count and a sample of real messages appear beside it, live, before you save anything. If the sample has something you didn't expect, tighten the condition and watch it change.
The conditions cover From, To, Subject, words it has and words it doesn't have, attachments and size. You can also exclude chats.
A walkthrough: invoices from Studio Luma
Say invoice mail from Studio Luma keeps landing in your inbox, and you want it labelled and out of the way.
Open Settings → Automations and start a new filter. Set From to the billing address and Has the words to invoice. Watch the preview. It reports a count and shows a sample, and you spot a thread from Maya that isn't an invoice at all. So you add a word to Doesn't have, and the count drops.
Now choose what to do. Apply the label Invoices. Tick Skip inbox, which archives it. You could also mark it read, star it, mark it important, or tell Gmail never to send it to spam. The list has Delete it too, and that's the one we'd think twice about.
One more checkbox deserves a pause: Also apply to existing emails. Without it, the filter only touches mail that arrives from now on. With it, the past gets tidied too. For a first filter we'd leave it off, save, and watch what happens to the next few messages. Turn it on once you trust the match.
Filters can also forward matching mail, but only to a verified address.
Before you save, read the preview one more time. It's the cheapest review you'll get: a list of real messages your filter is about to touch. Five messages when you expected five, you're done. Five hundred, and you've just saved yourself an afternoon.
Filter, saved view, or quiet the sender
If you want mail handled, use a filter. If you only want to look at it, use a saved view.
Say you want unread mail from finance in a single view, but you still want it in the inbox. A saved view does that. Otto can create one for you: "create a saved view for unread mail from finance". Or search, then pin the search as a Smart View in the sidebar.
Saved views are safe because they change nothing. Filters are powerful because they do.
For a new inbox we'd go in this order. Start with a saved view for anything you only want to look at, add filters for the senders you're certain about, and use a cleanup for the backlog. Add an automation once you catch yourself doing the cleanup every month.
Sometimes the answer is neither. Where sender screening is enabled on Plus, you can allow, quiet or Hide in Otto an exact sender. Hiding takes the mail out of Otto's primary inbox and its new-mail alerts, but it doesn't block delivery, archive, trash or mark anything read in Gmail or Outlook. All Mail and search still find it, and you can undo the choice.
For mail you're done with entirely, use the message's unsubscribe action when the sender provides one. That asks the sender to stop. It doesn't delete what has already arrived.
Limits
A filter is only as good as its conditions. The preview shows a sample, so read it, and keep an eye on the first few real matches.
Gmail and Outlook aren't the same. Gmail categories and Important markers aren't Outlook folders, and filter actions, label and folder management and search-wide actions depend on what each provider supports. Otto shouldn't offer a choice a provider can't carry out, and if an action is unavailable it says so.
Explicit rules stay in charge. Otto's learned memory doesn't silently replace a rule you wrote.
Large changes to existing mail go through the bulk-action flow. Read the scope on the card before you approve.
Build one filter today
Pick the sender that clutters your inbox most. Build the filter with the preview open, save it without touching existing mail, and check the next few arrivals.
Free to start, with filters and one-off rules included. The labels, saved views, filters and rules guide lays out the choices, the bulk actions guide covers cleanups, or open Otto and build the first one. To put a cleanup on a calendar, read inbox automations.
First published on the Otto Mail blog.
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