---
title: "Create an Automation Rule in AIE"
slug: "create-an-automation-rule-in-ce"
description: "Automate your email tasks with AI Email automation rules, managing conversations, leads, and campaigns effectively for better engagement and efficiency."
updated: 2025-10-29T10:40:21Z
published: 2025-10-29T10:40:21Z
canonical: "support.6sense.com/create-an-automation-rule-in-ce"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.6sense.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create an Automation Rule in AIE

AI Email (AIE) automation rules (formerly called “workflows”) automate manual tasks that perform various actions triggered by a selected event for objects such as conversations, leads, accounts, or campaigns. This page describes how to set up an automation rule.

AIE provides a **Pause account conversations** rule that ensures conversations are appropriately managed and aligned with the latest information in the CRM (Salesforce or HubSpot); for example, when you want to pause ongoing AIE conversations when a specific field in the CRM changes. By default it is off. Refer to [Pause Account Conversations Automation Rule](/v1/docs/ce-pause-account-conversations-automation-rule).

## **Automation Rule Playbooks**

When creating an automation rule, you can choose from three predefined playbooks:

### **1. Re-engage Contact in Other Campaign**

Automatically re-enroll contacts from one campaign to another based on the last interaction date. **Use Case:** Move inactive contacts from a completed campaign into a new one for continued engagement.

### **2. Create Human Review When a Keyword is Matched**

Create a human review task when a keyword is detected in the reply email’s body. **Use Case:** Route sensitive or high-value replies, for example, unsubscribe, pricing, speak to someone to a human for manual handling.

### **3. Cancel a Conversation When a Field Changes**

Cancel an ongoing conversation if a contact or account field is updated. **Use Case:** Stop outreach when a CRM field like **Stage** changes from “Prospect” to “Customer” or a custom field like **Reached Out? = Yes**.

## Prerequisites

Before you set up an automation rule:

- If needed, create custom fields. Refer to [Add Contact and Account Custom Fields in AIE](/v1/docs/add-contact-and-account-custom-fields).
- MAP fields to your CRM. Refer to:
  - [Map AIE Contact and Account Fields to HubSpot Properties](/v1/docs/map-ce-contact-and-account-fields-to-hubspot-properties)
  - [Map AIE Contact and Account Fields to Salesforce Fields](/v1/docs/map-ce-contact-and-account-fields-to-salesforce-fields)

## Create an automation rule

This example shows how to create a cancel conversation rule and uses the Salesforce CRM. However, the basic steps apply to creating any automation rule.

To create a cancel conversation automation rule:

1. In AIE, go to **Automation rules**.
2. Select **New automation rule**. A popup opens that lists the available templates.
3. Select one of the available playbooks:
  1. **Re-engage contact in other campaign**
  2. **Create human review when a keyword is matched**
  3. **Cancel a conversation when a field changes**
4. Configure the rule by setting:
  1. Trigger (Examples: reply received, field update)
  2. Conditions (Examples: keywords, CRM field values)
  3. Action (Examples: send to human review, cancel conversation)

For example, Select **Cancel a conversation when a field changes**. The rule settings page opens. Because it is a template, its **when** (sometimes called the “trigger”) and **then** settings are already in place.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/ce-auto-rule-cancel-conversation-2.png)
5. (Optional) Select **Edit** (the pencil icon) to change the name of the rule to be something more specific to your organization.
6. In the **when** panel, select **Campaign is All campaigns**. A menu opens. By default this rule applies to all AIE campaigns.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/ce-auto-rule-select-campaign.png)
7. (Optional) Check one or more particular AIE campaigns and select **Done**.
8. (Optional) In the **if** panel, add any conditions (filters) to narrow down the set of contacts affected by this rule.
  - Conditions include the CRM fields mapped to AIE and any custom fields. The specifications for the fields in this list are:
    - Supported field types for standard fields: string, boolean, text area, picklist, address, phone, email, url, date, date time, and reference.
    - The only supported field type for custom fields is string.
    - Multi-picklist and formula fields are not currently supported for either type of field.
  - Select a field. The field match logic menu opens.
    - Enter the field’s value and match logic. By default the logic for text fields is **contains**. For boolean fields it is **true** or **false**.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/ce-auto-rule-condition-has-conv.png)
    - Select **Done**.
9. If needed, add additional conditions.
10. Select **Save**. AIE saves the rule and adds it to the All automation rules list.

> [!WARNING]
> **Important**: Saving the rule does not cause it to start running. See the next section for how to activate the rule.

In this example, the rule cancels conversations with a contact in all campaigns whose “Has conversation” field changes to true.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/ce-auto-rule-example-has-conv.png)

## Activate an automation rule

When you save a new automation rule, AIE adds it to the **All automation rules** tab.

To activate an AIE automation rule:

1. Go to **AIE > Automation rules > All automation rules**.
2. Locate the rule in the list.
3. Change its toggle to On.

## Edit an automation rule

To edit an AIE automation rule:

1. Go to **AIE > Automation rules > All automation rules**.
2. Locate the rule in the list and select the row. An edit button appears.
3. Select **Edit**.

## Sequence automation rules

To reorder the sequence of how automation rules run:

1. Go to **AIE > Automation rules > All automation rules**.
2. Locate the rule in the list.
3. At its left side, select the dots and drag the rule to a new location in the list.

## Delete an automation rule

To delete an AIE automation rule:

1. Go to **AIE > Automation rules > All automation rules**.
2. Locate the rule in the list and select the row. If your account has permissions to delete a rule, a delete button appears.
3. Select **Delete**.

## Best practices

**Using HubSpot Fields to Cancel Conversations** If you want to remove a contact from a 6sense AI Email campaign when they’ve been reached by other sales activities, you can use HubSpot fields such as:

- Stage
- A custom property like Reached Out? (Yes/No)

Then, create an automation rule in AI Email to cancel the conversation when:

- The contact moves from Stage 1 to Stage 2, or
- The Reached Out? field is marked as Yes.

Customer Relationship Management, an external platform used to manage your relationships and interactions with potential customers and clients.

Marketing Automation Platform, a 3rd-party platform that automates your marketing tasks and workflows, allowing for more efficient marketing campaigns.