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Organizing Sentieo Email Notifications

This guide will explain how to route incoming Sentieo notifications to folders using a filter. This is especially useful if you are receiving 10+ Sentieo emails per day.

There are three types of Sentieo email notifications:

  1. Shares (share@sentieo.com): Notification that a note has been shared with you.
  2. Alerts (alerts@sentieo.com)Notification of saved search matches, new SEC filings, press releases, transcripts, and major price movements.
  3. Edge (edge@sentieo.com)Automated premarket and postmarket summaries of news, filings, and alerts all in one email.

Note:  For Gmail instructions, click on the Gmail section in the header list to the left.

Outlook – Send Sentieo emails to a specified folder

Create folders for each type of Sentieo email notification

1. Launch Outlook and go to your Inbox.

2. Right-click the Inbox folder on the left pane.

3. Click New Folder and then type a name for the folder.

For this example, I will create a new folder for each type of Sentieo alert (Shares, Alerts, Edge).

Create a rule to route Sentieo emails to a specified folder based on the type of notification

1. Search for sentieo-alerts under Current Folder.

2. Right-click on any Sentieo – Alerts hover over Rules→ select Always Move Messages From: Sentieo – Alerts.

3. Select the Sentieo Alerts folder and click OK.

Outlook will now search for any existing Sentieo Alerts emails and move them to the appropriate folder.

Once the transfer is complete, all of your Sentieo Alerts emails will no longer appear in your Inbox. Instead, they will appear in your Sentieo Alerts folder:

4. Repeat steps 1-3 for sentieo-shares and sentieo-edge, which will leave your inbox like so:

Congratulations! Your Sentieo notifications should be neatly organized in their respective folders.

Advanced: Create a rule to route Sentieo Alerts based on the type of alert

Each Sentieo Alert will have one of the following in the subject:

  • SEC filing
  • Press release
  • Doc search alert
  • Transcript
  • 52 week low
  • 52 week high
  • Significant stock move

Using the Create Rule feature in Outlook, you can organize Sentieo Alert emails based on the Subject content.

1. Create sub-folders for specific alert types within your Sentieo Alert folder. For this example, I have created the following folders:

  • SEC Filings
  • Press Releases
  • Doc Search Alert
  • Transcripts
  • Price Movements (I am lumping 52 week high/low and significant stock move emails in this folder)

2. Select your Sentieo Alerts folder and search for doc search alert under Current Folder:

Use quotes when running the search


3. Right-click on any of these Doc Search Alert messages hover over Rules→ select Create Rule…

4. Select the Subject Contains checkbox and remove any text after New Doc Search Alert.

5. Select the Move the item to folder checkbox→ click Select Folder→ click Doc Search Alerts folder and press OK.

6. To create this rule, select OK one more time.

7. If you would like to apply this rule to existing Doc Search Alert emails, select the Run this rule now checkbox that appears after pressing OK:

8. Repeat steps 1-7 for all other Sentieo Alert email types.

Congratulations! Your Sentieo Alert notifications should be neatly organized in their respective folders.

Gmail – Filtering Sentieo emails

In the search box, type in share@sentieo.com (or alerts@sentieo.com, edge@sentieo.com, etc.) depending on the type of alert email you want to filter.

Then click on the Show search options drop-down.

 

In the menu that appears, you can further specify a phrase in the subject like:

  • SEC filing
  • Press release
  • Doc search alert
  • Transcript
  • 52 week low
  • 52 week high
  • Significant stock move

You can filter based on ticker symbols appearing the subject line of the email (e.g. AAPL) as well.

 

Once you are happy with your filtering options, click on Create filter with this search» in the bottom-right.

In the new menu that appears, you can setup Gmail to automatically perform certain actions on emails that meet your filtering criteria.

 

If you use Follow Search email alerts for stock screens, you may want to archive email alerts for tickers that you already know about. In that case, choose the Skip the Inbox (Archive it) option.

For categories of alerts, you may wish to apply specific labels (Apply the label) or categories (Categorize as) to them.

Updated on August 5, 2017

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