Skip to content
Automation & Rule Builder

Turn routine work into automatic action.

theBRIDGE uses configurable rules to recognise incoming or outgoing work, evaluate business conditions and trigger actions across Outlook, Teams and SharePoint.

Book a Demo See How Rules Work
Unattended cloud automation

Automation that doesn't depend on your computer.

Configured automatic rules run through theBRIDGE's Azure-hosted backend, triggered by Microsoft 365 notifications. Supported processes continue without requiring users to keep Outlook open.

  1. Microsoft 365 A message arrives in a connected mailbox.
  2. Webhook notification Microsoft 365 notifies theBRIDGE.
  3. theBRIDGE Azure backend Checks the mailbox owner's rules.
  4. Configured action The matching rule's actions run.

Outlook closed? Your configured automation can still run.

Runs in the cloud

Rules are held and run by the platform, not by Outlook or the add-in on a computer.

Actions you configure

File the email and attachments to SharePoint, apply configured metadata, assign or categorise work, set a response target, apply an Outlook category or flag, post to Teams, or send an automatic reply.

A record of what ran

Each rule run is recorded, so you can see what happened, and temporary failures are retried a limited number of times.

This is rule-based processing, not AI. It depends on your subscription including Automation Rules, a healthy Microsoft 365 connection, the right permissions and service availability. Rules act on matching messages that arrive after the rule is created, and processing is not instantaneous.

When → Conditions → Actions

Define the trigger. Check the context. Take the action.

When
  • Incoming email
  • Outgoing email
  • Work Item event
  • Process event
Conditions
  • Sender
  • Recipient
  • Subject
  • Mailbox
  • Keywords
  • Workspace
  • Category
  • Status
  • Metadata
Actions
  • Create / update Work Item
  • Assign user
  • Set category / status
  • Set response target
  • File to SharePoint
  • Post to Teams
  • Send notification
  • Send automatic reply
  • Run Process Pack
Inbound Rules

Recognise important work as soon as it arrives.

Inbound rules evaluate every email that arrives in a shared mailbox and automatically trigger actions based on the conditions you define.

Shared Mailbox Operations
Outbound Rules

Automate what happens after the response is sent.

Outbound rules trigger when a user sends a reply via Send & Process, automatically updating the Work Item, filing the sent email and recording the activity.

Automatic Replies

Respond automatically using controlled email templates.

theBRIDGE can send an automatic reply using a saved email template when matching work is received.

  • Templates are configured and saved centrally
  • Rules determine which template to use
  • Replies use controlled, pre-written content
  • Not generative AI — consistent, approved messaging
Work Management

Let automation keep the Work Item moving.

  • Create or update a Work Item
  • Set category
  • Set status
  • Assign owner
  • Set response target
SharePoint Automation

Move information into the governed record automatically.

Rules can file emails and attachments to SharePoint, apply metadata and map email properties to document columns without any manual step.

  • Select destination library and folder
  • File email and attachments
  • Apply metadata automatically
  • Map email properties to SharePoint fields
Explore Governance & Records
Document Processing

Make PDF conversion part of the workflow.

PDF conversion participates in theBRIDGE automation through Process Packs, converting documents as part of a multi-step processing sequence.

Automated Collaboration

Bring Teams into the process when collaboration is needed.

  • Automation surfaces work in Teams when conditions require collaboration
  • Work Item context stays connected between Outlook and Teams
  • Team and Channel mapping provides the destination
Explore Teams Work Hub
Rules + Process Packs

Rules decide when. Process Packs define what happens next.

Explore Process Packs
Rule Builder

Configure business rules without hard-coding the process.

Manage Automation

Keep automation visible and controllable.

Different Moments. One Rule Model.

Automate work as it arrives — or as it leaves.

The same rule model applies to both directions. Inbound rules trigger when work arrives. Outbound rules trigger when a user sends a response.

Inbound
  • Classify incoming work
  • Create or update Work Item
  • Assign owner
  • Set response target
  • Send automatic reply
  • File to SharePoint
  • Notify via Teams
Outbound
  • Update Work Item
  • File sent email
  • Update status
  • Apply metadata
  • Execute related processing
Automation History

Know what the automation did.

Central Configuration

Manage rules as part of tenant administration.

TenantAdmin manages all automation rules through the Control Center. Create, edit, enable or disable rules centrally — changes apply across the tenant immediately.

Explore Administration
From Signal to Outcome

Automate the repetitive steps while keeping the process connected.

Let routine work take care of itself.

Use rules, automatic replies and repeatable processes to move work across Outlook, Teams and SharePoint with less manual handling.

Book a Demo Explore Process Packs