Email Page Templates

Created by Advaith R, Modified on Wed, 8 Jul at 3:50 PM by Advaith R

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In this article

Define template trigger conditions
Configure template sections
RBAC for email intelligence
- Permission categories
- Scope options

Email Page Templates automatically document and analyze email threads using a predefined structure. Templates apply to email threads based on configured trigger conditions, and can include AI-generated summaries and structured extraction blocks.

Trigger conditions ensure the right analysis runs on the right conversations. Instead of applying the same template to every email thread, trigger conditions let the team focus deeper analysis on high-impact accounts, specific workflows (such as onboarding or escalations), or critical topics.

Rocketlane supports one standard email page template that extracts relevant information with your company's context.

Define template trigger conditions

Use the conditions section at the top of your template to control when it is applied. For example, you could set a condition where the Account ARR is greater than 50,000 and the Email Subject contains the word "Onboarding" - ensuring the AI applies the correct business lens only when both criteria are met.

Setting	What it does
Matches: All	Requires all conditions to be met.
Matches: Any	Requires at least one condition to be met.
Field selection	Choose from Account fields (for example ARR, MAU, Billing Cycle, Account Name) or Email fields (for example Subject, First Email, Latest Reply).
Operator	Choose the comparison logic (for example is greater than, contains, is equal to).
Value	Enter the threshold or text value (for example 5000 for MAU).

Configure template sections

Email page templates are built using blocks - individual components that extract specific details from the ingested email. Each block can be renamed and configured to control what the page displays and what AI extracts from the thread.

Email details

Use this block to display key email thread metadata.

Edit the Title (for example, "Email Thread Overview").
Use the Fields dropdown to add or remove data points such as Subject, First email, Latest reply, Participants, and Email body.

AI summary

Use the AI summary block to generate a structured summary from the email thread. Configure the following options:

Option	What it does	Available values
AI context	The prompt that drives the summary generation.	Free text, for example: "Focus on the contributions of each participant and summarize the discussion."
Group by	How the summary is structured.	Topics, Company, Participants, Time period, None
Generate as	The output format.	Paragraph, Bullet points, Numbered list, Checklist
Include	Whose input is considered.	All, Customer participants only, Team only, Leadership only

Extract info

Use this block to extract specific structured information from the email thread. Configure the following options:

Option	What it does
Title	Define what is being extracted, for example "Tools to migrate from."
AI context	Provide the scenario to detect, for example: "If there is any mention of migrating from one tool to another, extract the tool name."
Answer type	Select Single choice or Multi choice depending on what is expected.
Answer from	Restrict where the answer should be sourced from: Customer, Vendor, or All participants.
Word limit	Set a maximum length for the extracted response (for example 20-500 words).

Finalize and save

Add new blocks using the + button (for example Action Items, Table Details, Account Details).
Reorder blocks using the drag handle (six dots) next to a block.
Click Save in the top-right corner to activate the template.

RBAC for email intelligence

Controls what team members can configure and access within the Email Intelligence module, including email settings and scoped email pages.

Location: Settings → Permissions → Signals → Email Intelligence

Permission categories

1. Email intelligence settings

Permission	Description
Can manage email intelligence settings	Allows configuring email intelligence features and processing rules.

2. Email pages

Permission	Scope	Description
Can view email pages	Global - for all projects	Allows viewing email pages within the selected scope.
Can edit email pages	Global - for all projects	Allows editing email pages within the selected scope.
Can delete email pages	Global - for all projects	Allows deleting email pages within the selected scope.

Scope options

Scopes control which emails a user can see when an email page permission is granted.

Scope	Description
Global access	All emails across all accounts.
Account access	Emails from accounts in projects they can access.
Group access	Emails with participants in their groups.
Only me	Emails they personally participated in.
Project access	Emails from projects they can access.

NoteBy default, emails are not associated with projects. You must manually associate them to projects. If this association is absent, users with Project access scope will see no emails.