> ## Documentation Index
> Fetch the complete documentation index at: https://docs.summate.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Recommended Filter Settings

> Smart filtering strategies to ensure only newsletters reach your Summate inbox

Setting up the right filters ensures only newsletters reach your Summate inbox, not your personal emails. Here are proven filtering strategies:

## Filter Strategies

<CardGroup cols={2}>
  <Card title="Platform-Specific Filters" icon="envelope">
    **Newsletter Platforms:**

    * Substack: `from:substack.com`
    * Beehiiv: `from:beehiiv.com`
    * ConvertKit: `from:convertkit.com`
    * Ghost: `from:ghost.io`
    * Mailchimp: `from:mailchimp.com`

    These filters catch all newsletters from major platforms.
  </Card>

  <Card title="Smart Keyword Filters" icon="filter">
    **Combine multiple criteria for accuracy:**

    * `from:newsletter AND has:unsubscribe`
    * `subject:"weekly" OR subject:"daily" OR subject:"digest"`
    * `from:noreply AND has:unsubscribe`

    More specific = fewer false positives.
  </Card>
</CardGroup>

## Universal "Unsubscribe" Filter

<Warning>
  **Use with caution:** The "has the words: unsubscribe" filter catches most newsletters but may also forward:

  * Order confirmations
  * Service notifications
  * Marketing emails
  * Account updates

  For best results, combine with sender filters or use more specific criteria.
</Warning>

## Best Practices

<Tip>
  **Follow these guidelines for better filtering:**

  1. **Start specific** - Begin with known newsletter senders
  2. **Test first** - Apply filters to existing emails before enabling forwarding
  3. **Refine regularly** - Review what's being forwarded weekly
  4. **Use labels** - Mark forwarded emails in your main inbox for easy tracking
</Tip>

## Example Filter Combinations

Here are some example filter combinations that work well:

### Gmail Syntax

```
from:(substack.com OR beehiiv.com OR ghost.io) has:unsubscribe
```

```
subject:(newsletter OR digest OR weekly OR daily) has:unsubscribe
```

```
from:noreply has:unsubscribe -is:chat
```

### Outlook Syntax

* **From** contains: `substack.com` OR `beehiiv.com`
* **Body** contains: `unsubscribe`

### Advanced: List-Id Header (Fastmail/ProtonMail)

The most accurate way to identify newsletters is using the `List-Id` header, which is specifically designed for mailing lists:

```
List-Id exists
```

This catches legitimate newsletters while avoiding promotional emails.

## Provider-Specific Tips

<AccordionGroup>
  <Accordion title="Gmail">
    * Use the search bar to test filters before creating them
    * Apply filters to existing emails to see what would be caught
    * Combine multiple conditions with AND/OR operators
    * Use `-` (minus) to exclude certain criteria
  </Accordion>

  <Accordion title="Outlook">
    * Create multiple simple rules rather than one complex rule
    * Test rules on existing emails first
    * Use "Mark as read" to keep your inbox clean
    * Consider using categories for better organization
  </Accordion>

  <Accordion title="Fastmail">
    * Use Sieve filters for maximum flexibility
    * Check "List-Id" header for most accurate filtering
    * Use "Send a copy to" instead of "Forward" for better deliverability
    * Test with "discard" action first to see what would match
  </Accordion>

  <Accordion title="ProtonMail">
    * Combine multiple conditions for accuracy
    * Use "From contains" for newsletter platforms
    * Test with a single newsletter first
    * Review forwarded emails regularly to refine rules
  </Accordion>
</AccordionGroup>

## Troubleshooting

### Too Many Emails Being Forwarded

If you're forwarding too many non-newsletter emails:

1. **Add more specific conditions** - Use sender domains or subject keywords
2. **Exclude certain senders** - Add exceptions for transactional emails
3. **Review forwarded emails** - Check what's being caught and adjust
4. **Use List-Id** - If your provider supports it (most accurate)

### Missing Newsletters

If newsletters aren't being forwarded:

1. **Check if they match your filter** - Test with the email in question
2. **Look for the sender domain** - Some newsletters come from unexpected domains
3. **Check your spam folder** - Filters don't apply to spam
4. **Verify forwarding is enabled** - Ensure your Summate inbox is verified

## Next Steps

<CardGroup cols={2}>
  <Card title="Gmail Setup" icon="google" href="/guides/auto-forwarding/gmail">
    Apply these filters in Gmail
  </Card>

  <Card title="Outlook Setup" icon="microsoft" href="/guides/auto-forwarding/outlook">
    Apply these filters in Outlook
  </Card>

  <Card title="Fastmail Setup" icon="envelope" href="/guides/auto-forwarding/fastmail">
    Use Sieve filters in Fastmail
  </Card>

  <Card title="Back to Overview" icon="arrow-left" href="/guides/auto-forwarding/overview">
    Return to the main auto-forwarding guide
  </Card>
</CardGroup>