What's New in Sortd

When a card is assigned to you, or someone mentions you in a comment, Sortd emails you a notification with an Open button. On a phone that button used to land you on a web page not built for mobile. It now opens the card in the Sortd mobile app, including when you tap it from the Gmail app on iOS or Android.

If the app is installed, it opens the card's details, loading the right board first if it has to, whether the app is already running or is started by the link. If it is not installed, a page titled Opening this task in Sortd offers Open in the Sortd app or Get Sortd on the App Store / Get Sortd on Google Play. On desktop nothing changes: the Chrome extension opens the card as before.

Email addresses are also easier to lift on a phone. In a card's linked email, tap the sender's name to copy their address; the row briefly shows Copied followed by the address. In the mail preview, tap a name or address in the expanded From and To details to copy it.

How to use it

• Open the assignment or mention email on your phone and tap Open.
• Choose Open in the Sortd app if your phone asks which app to use.
• No app yet? Tap the store button on the same page to install it.

Good to know: Needs mobile app 3.0.5.1 on Android or 3.0.5 on iOS. Both assignment and mention notifications are supported.

The public API v2 and Sortd's hosted MCP server now cover far more of what you can do in the app. An assistant connected to Sortd (Claude, ChatGPT, Cursor or any MCP client) can turn an email into a task, reorder tasks, edit notes and due dates, set a reminder, comment on a task, read its activity log, create boards from templates, manage automations and, if you grant the scopes, send email.

The MCP tool catalogue has grown from a handful of tools to more than 80. Every tool is a thin proxy over the matching REST endpoint, with the same validation, scopes, audit trail and webhooks. An assistant only sees the tools its key's scopes allow, and sends, deletes and secret rotation are flagged as destructive so clients can ask you to confirm them.

New REST endpoints include task-from-email (POST /tasks with thread_id), task and list reorder, comments and history, reminders, board templates, team-wide task search, a new-mail feed and automations under the new automations.read and automations.write scopes.

How to use it

• Create a key in Settings → API and tick the scopes the assistant needs.
• Connect your client to https://api.sortd.com/mcp: paste the key as a Bearer header, or use the Connect Sortd OAuth sign-in in Claude or ChatGPT.
• Per-client setup steps, the tool catalogue and new guides (tasks from email, ordering, new mail, sending) are on the docs site under MCP and Guides.

Good to know: sending needs the drafts.send, email.reply or email.send scope; a connection without a scope never sees the related tools.

Large lists slow Sortd down and bury the cards you actually need. Clean up this list lets you archive many cards from a single list at once, choosing exactly which ones go by last activity date, completion status, read or unread state, and who they are assigned to.

Clean-up archives cards within Sortd only. Your Gmail emails are left untouched, and archived cards can be restored from your Sortd Archive at any time. Because it does not archive the underlying Gmail threads, it is safe to run on hundreds of cards without running into Gmail limits.

How to use it

• Open the ▾ menu on the list title and choose Clean up this list (suggested for large lists).
• Set Remove items before to archive cards whose last activity is older than that date, or leave it blank to ignore dates.
• Narrow further with Status (Any, Completed, Not completed), Read (Any, Read, Unread) and Assignment (any, or specific members, including Unassigned).
• The Remove button shows a live count of matching cards. Click it, then confirm on the Archive N cards? step.

Good to know: Archive all items in list and the dormant cards banner now use the same confirmation, with a link to Clean Up This List if you only want to archive some cards.

When an automation starts with a new email is received, the the From email address and the To email address conditions now take more than one value. Type an address, press Enter and it becomes a removable chip; add as many as you need. The condition matches when the email matches any of the values, so one rule can cover a whole set of senders or recipients instead of a separate automation for each.

What you can enter depends on the operator. is and is not compare the whole address, so they only accept full email addresses. contains and does not contain match on part of the address, so they also accept domains such as @example.com. Any entry that fails the check is highlighted, a message explains the rule, and the automation cannot be saved until it is fixed.

Existing automations keep working: an address saved earlier is converted to a chip when you next open the rule.

How to use it

• Add a condition and choose the From email address or the To email address.
• Pick an operator, then type each value and press Enter, Tab, comma, semicolon or space to add it. Backspace removes the last chip.
• Choosing the To email address pre-fills your mailbox domain with contains; edit or remove it as needed.

Good to know: each entry is limited to 254 characters, and the server re-checks every entry, so a rule containing an invalid address is rejected on save.

Version 3.0.4 of the mobile app brings the AI filters from the desktop app to your boards, lets you keep a separate signature for mail sent from the app, and fixes several compose and draft problems.

Board filters now include Status, Urgency and Sentiment sections, matching the desktop filter panel. Every option starts ticked; untick options to narrow the board, and each section shows a count of what you have hidden. The filter icon shows a dot while a filter is narrowing the board, and because filters are saved to your account, a filter set on desktop applies when you open the board on your phone.

In compose, the signature has a remove button so you can drop it from one message, with Undo in the Signature removed toast, and there is a Discard draft button. Reopening a reply you started earlier updates the existing Gmail draft instead of creating a second one, the subject line gets autocorrect and automatic capitalisation, and an unfinished reply on a card's linked email shows as a Draft card you can tap to continue.

How to use it

• Go to the You tab, then Composing, and switch on Include signature.
• Under Signature source choose Gmail or Sortd.
• Choose Sortd to write a signature in the app (bold, italic, underline and links), then tap Save signature.
• On a board, tap Filter to find the Status, Urgency and Sentiment sections.

Good to know: Signature source only appears once your Sortd server supports it; on an older server it stays hidden so your other settings still save. Android 3.0.4.1, iOS 3.0.4.

New organisations now have AI switched on from the moment they are created. Previously a new team started with both organisation-level AI settings off, and someone had to enable them before anyone on the team could use AI classification, the AI Oversight panel or the AI tab in board settings.

Two settings are turned on at creation: the organisation's AI features setting, which allows AI automations and the AI filters, and the AI Oversight setting, which shows the AI Oversight dropdown in the workspace and the AI tab in board settings. These are availability gates only. No automations are created or enabled for you, your plan's AI entitlements still apply, and Sortd's global AI switch still overrides both.

How to use it

• Create a new organisation and open a board; the AI Oversight button is available straight away.
• An admin uses the AI Oversight dropdown to turn Status, Urgency and Sentiment on or off for each board.
• Existing organisations are unchanged. If yours still has AI off, contact Sortd support to have it enabled.

Good to know: applies to organisations created after this release only; turning sections on in AI Oversight remains admin-only (non-admins see "Only admins can enable this feature").

You can now filter a board by what the AI found in each email. The Filter popup gains up to three new sections, AI Status, AI Urgency and AI Sentiment, using the same checkbox rows and Only shortcut as the existing Task Status, Email State and People sections. Each option is a coloured pill matching AI Oversight and task cards, and an Unset option in every section catches items with no visible value.

The same values now appear as small tags on each row, so you can scan a list without opening anything. Tags show on kanban cards, on Message view rows and in a dedicated Table view column, capped at three per row with a +N overflow. They follow the existing invisible-AI rules: low urgency, neutral sentiment and Actioned items show no tag, and Internal emails hide urgency and sentiment.

Filters combine as they already do, OR within a section and AND across sections. Choices persist per board and are shared across Dashboard, Table view, Message view and Archive.

How to use it

• Click Filter in the board toolbar; the AI sections sit between Email State and People.
• AI Status: To respond, Awaiting reply, Internal, Meeting update, Notification, Marketing, Pending, Actioned, Unset. AI Urgency: Urgent, Unset. AI Sentiment: Complaint, Frustrated, Dissatisfied, Praise, Unset.
• Use Clear Filters to reset the board as before.

Good to know: the AI sections and tags appear only when AI is enabled for your organisation and your plan includes the relevant AI feature; the mobile apps are unchanged in this release.

When you are signed out, Sortd no longer loads the entire web app before showing you the sign-in screen. A lightweight login page appears almost immediately, and the full app only downloads once you have signed in. Previously the app could take well over ten seconds to start up just to show a sign-in button.

Signing in from the Gmail extension is also more reliable. If you clicked sign in while the extension was still checking that the Sortd server was reachable, the click could be dropped and nothing would happen. The extension now remembers your click and opens the sign-in window as soon as the server responds.

You also get feedback while sign-in is in progress. The sign-in button shows a spinner with Opening the sign-in window…, and in Gmail a notice reads Opening Sortd sign-in.... If nothing has happened after 20 seconds, the message changes to suggest reloading Gmail.

Good to know: Nothing changes about where you sign in. The board menu, left navigation, swap button and mail preview buttons in Gmail all use the new flow, and older versions of the extension continue to work with the new login page.

If your Gmail signature contains an image you uploaded in Gmail, such as a logo, it previously showed as a broken image when you composed mail in the Sortd mobile app. Gmail serves those images through links that only work inside a signed-in Gmail web session, which the app does not have.

Sortd now resolves those images on the server. It fetches them through the Gmail API and embeds them directly in the signature it sends to the app, so they render in compose the way they do in Gmail. The same treatment covers images Gmail already proxies for you and images hosted on Google Drive. Only Google-hosted images are fetched, each one is checked to be an image and kept under a size limit, and any image that cannot be resolved is left untouched so the rest of your signature still loads.

Nothing changes for the web app or the Chrome extension: the embedding happens only when the mobile app asks for it.

How to use it

• Open the You tab, then Composing, and make sure Include signature is on.
• Under Signature source keep Gmail selected.
• Start a new message or reply; your signature appears below the body with its images.

Good to know: Needs mobile app 3.0.4 or later, which is the first version to request the embedded images. Signatures you write in the app (the Sortd source) support text and links, not images.

Cards created from incoming email or by an automation now always appear at the top of their list, so the newest work is the first thing you see. If your board has Automatically move new emails to the top of the list switched on in Board settings, an existing card is also moved to the top when a new email arrives on its thread.

Behind this is a rework of how list order is stored and updated. Changes to a list's order are now processed one at a time on the server, so a burst of emails into a shared inbox, or two people dragging cards at the same moment, can no longer leave cards tied at the same position, jump back, or go missing. Every open tab and every member of a shared board converges on the same order without a refresh.

Several long-standing ordering bugs are fixed along the way. Dragging a card to the very top no longer lands it in second place after a refresh, completing a task moves it to the bottom and reopening it brings it back to the top. Lists that had accumulated duplicate positions over time repair themselves the first time the board loads, with no visible jump. Large boards also load noticeably faster.

Good to know: Order is now identical across the web app, mobile and after a refresh, because the same tie-break rules run everywhere.

The Sortd mobile app now includes your Gmail inbox, so you can read, triage and reply to mail and work your boards in one place. It has been rebuilt with a refreshed look: a bottom tab bar with Mail, Boards, Plan and You, a side menu listing your mail folders, labels and boards together, and System, Light and Dark themes with a choice of accent colour.

The Mail tab splits your inbox into Primary, Promotions, Social and Updates. Swipe a thread right to snooze or left to archive, or select several threads to archive, delete or mark read or unread, with an Undo toast after each action. Opening a thread gives you Archive, Labels, Move to Folder and Snooze in the toolbar; Reply, Reply All and Forward open a compose sheet you can expand to full screen. An unfinished reply shows as a Draft card at the bottom of the thread.

Boards keep drag and drop between lists, with a pill strip for jumping between lists and highlight colours for cards. The Plan tab lays out your day plan in Past, Today, Tomorrow and Later lanes.

How to use it

• Tap Mail, then the menu icon for Inbox, Sent, All mail, Starred, Important, Drafts, Spam, Trash, your labels and your boards.
• Open Filter mail to narrow by Read, Unread, Starred or Has attachment, or by Open, Completed or Not linked to a task.
• Use Search in mail to search the current folder.
• Pick your theme and accent under You, then Appearance.

Good to know: On Android this is a new app in Google Play, and the previous app shows a Get the new app prompt; on iOS it arrives as an update. Version 3.0.3.

Sortd now has a versioned public REST API at /v2, built for integrations and AI agents. Every request authenticates with a scoped API key, responses share a consistent { data, meta } envelope with cursor pagination, IDs are opaque and prefixed, and writes can carry an Idempotency-Key header so a retried request never creates a duplicate.

The first release covers teams, boards, lists, custom fields and tasks (list, create, complete, reopen, move, colour and custom-field values, soft delete), signed webhooks with retries, replay and a delivery log, an AI classification endpoint, CRM contacts and companies, and an email layer for reading threads, managing drafts and sending. Sortd is also an OAuth 2.1 provider, so third-party apps can connect with your consent instead of a shared key.

A developer docs site accompanies it: an interactive OpenAPI reference with Try It, a five-minute quickstart, guides with examples in curl, JavaScript, C# and Python, a Postman collection, and llms.txt and llms-full.txt files written for AI models.

How to use it

• Open Settings (the cog) and select the API tab. Under API keys (v2), name the key, tick its scopes and click Generate key.
• The sk_live_… secret is shown once; store it like a password.
• Send it as a Bearer token; GET /me confirms the key and its scopes.
• Revoke a key from the same table at any time. Legacy v1 keys keep working for Zapier.

Good to know: a key acts for the user who created it and needs an active subscription; the Teams and CRM endpoints are gated by plan features.

When Sortd's AI looks at an email on a board, the outcome is now written to the task's activity history alongside the usual moved, assigned and completed entries. If the email was classified, the entry shows the direction (inbound or outbound), the status it was given and its urgency and sentiment. If the AI deliberately skipped the email, the entry says so and gives the reason in plain language.

This answers the two questions teams ask most about AI: why is this card tagged this way, and why did nothing happen. Skip reasons include newsletter or promotional email, auto-replies and bounces, calendar invites, no-reply and notification senders, drafts, internal team communication, emails where you were only CC'd or BCC'd, emails older than two days, too little content to analyse and the AI token budget being exceeded.

Behind the scenes the same release splits the classification prompt into separate inbound and outbound versions, improves retry handling so a failed analysis is not paid for twice, and treats a forwarded email with no body as the message it forwards when that message has not yet been analysed.

How to use it

• Open a task and switch to its Activity tab.
• Look for entries reading "AI classified … email as …" or "AI analysis skipped — …".
• Entries are recorded by the system, not attributed to a team member.

Good to know: entries appear only for emails linked to a board task, and only when AI is enabled for your organisation and plan.

The mail preview and compose screens in the mobile app have been rebuilt, fixing the reply screen on iPhone where the reply actions and Send button sat behind the home indicator or off the bottom of the screen. Both screens now respect the iPhone safe area so those controls stay reachable.

When reading a thread, each message sits in its own expandable section so you open just the ones you need. Reply and Reply to All stay pinned beneath the thread, with a View in Gmail Mobile Web link for anything the app does not handle. The screen title is the thread subject.

Compose is titled Reply, Forward or New Message depending on how you opened it. Recipients appear as chips in the To and Cc fields, each with a close icon to remove it. You can type or paste several addresses at once, separated by commas, semicolons or spaces; they are added when you press Enter or move to the next field, and any that are not valid stay in the field with a Please enter a valid email address message. Missing details are called out too: Please enter at least one recipient, Please enter a subject, Please enter the email content.

How to use it

• Open a thread and tap Reply or Reply to All beneath the messages.
• Type an address into To or Cc and press Enter, or paste a list of addresses.
• Fill in the Subject and message, then tap the round Send button.

Good to know: This is the previous generation of the mobile app: version 2.3.11 on iOS and 2.3.10.1 on Android.

Automations can now react to replies, not just the first message. Two new triggers, a reply is received (on an email thread in a task) and a reply is sent (from an email thread in a task), run when a thread already on a board gets a new message. Pair them with set status with AI, set urgency with AI or set sentiment with AI and the card is re-tagged for you: an incoming question becomes To respond, your outgoing question becomes Awaiting reply, and once a thread is actioned the AI tags are cleared.

For a new email is received there are two new conditions. the label matches Gmail labels (Inbox, Spam, Trash, Unread, Starred, Important and your own) and the category matches Gmail inbox categories (Personal, Social, Promotions, Updates, Forums). Both support is and is not with several values.

Emails relayed by ticketing systems or forms, with your team address as From and the customer as Reply-To, now count as inbound.

How to use it

• Use the AI button to see which Status, Urgency and Sentiment tags are active; control them per board in board settings.
• For label or category conditions, tick values in Select Labels or Select Categories; is requires every selected label, is not excludes all of them.

Good to know: the reply triggers are Premium features, and locked AI actions show the plan required to use them.

Cards can now carry a checklist of sub-tasks. Add a custom property of the new Task list type and each card on the board gets its own list of tasks that you can tick off, assign to teammates and reorder. The header shows the property name with a running count of completed tasks against the total, and can be collapsed to keep the card tidy.

This is useful when one email or deal really involves several steps, or several people. Rather than creating separate cards, you keep the steps together on the card they belong to, and everyone on a shared board sees the same progress.

How to use it

• Open Property settings, choose Task list as the type and give the property a name.
• On a card, click + Add a task, type a title and press Enter. Double-click a task to edit it; Enter saves and Escape cancels.
• Tick the checkbox to complete a task; the completion date is shown beside it. The task menu also offers Mark complete or Mark incomplete, Assign or Re-assign, and Delete.
• Click the assignee icon to search for a team member, or Remove to unassign.
• Drag the handle on a task to reorder the list.

Good to know: Task lists are part of custom properties, so they follow the same plan availability and locking rules as other custom properties. The existing checkbox property type has been renamed Checklist item to avoid confusion.

Custom properties have had a lock for some time, but locking only prevented a property from being deleted. Locked properties are now fully protected: only organisation admins can change a locked property's settings or edit its value on cards. Everyone else can see the property and its values but cannot change them.

This matters on shared boards where a property drives reporting or an automation. An admin can define a status or category property once, lock it, and be confident that nobody renames it, changes its type or overwrites values by accident.

How to use it

• Open Property settings for the property and click the padlock icon in the heading. Its tooltip reads Locked or Unlocked. Only admins can toggle it.
• For non-admins, the Type, Property Name and display-on-card options are disabled on a locked property, and the property's value on each card is read-only.
• In table view, the option to open property settings from a locked column is hidden for non-admins.
• Locked properties cannot be deleted. Unlock first if you need to remove one.

Good to know: The rules are enforced on the Sortd server as well as in the app, so a locked property cannot be edited or deleted by a non-admin through any route. Admin here means an admin of your organisation in Sortd.

Sortd has moved to a new set of plans. If your organisation is on one of the previous Starter, Essentials or Business plans, that plan is now a legacy plan. You keep it for now, but it is shown greyed out on the subscription screen, marked LEGACY PLAN, with a note that it is being discontinued and excludes the new AI features. Only the current plans can be selected when you upgrade or change plan.

The subscription screen has also been tidied up. There is a Promo Code field with an apply button, and the discount for each plan is shown next to that plan once a valid code is entered. If a code is not valid you see a message explaining why. The separate Terms of Service tick box has been replaced with a short notice that you accept the Terms by continuing.

Organisation admins see a Plans & features updated tab in the footer of the app. Clicking it opens a short notice with View plans and Contact us links; the same notice appears on the organisation billing screen. Users on the free plan see a dismissable message in the workspace explaining that the free plan is being discontinued, with a link to read more.

How to use it

• Open your subscription screen to see your current plan and the plans available to move to.
• Enter a promo code and click apply to see the discount per plan before you choose one.
• Creating a new organisation now starts on a trial without asking for a payment method up front.
• Use Contact us in the footer notice to email the Sortd team; in Gmail this opens a compose window addressed to team@sortd.com.

Good to know: the footer and billing notices are only shown to organisation admins, and legacy plans do not include the new AI features.

Message view is the email-style way of working through a board, and this release makes it much more useful day to day. It now appears as its own Message button in the view switcher rather than being tucked under More.

Each message row has a set of inline action icons that appear when you hover over it: Archive, Delete, Snooze, Mark as read / Mark as unread and Complete item. When you select several rows the same actions apply to all of them. Rows show whether the latest email has been read, and the sender shown is taken from the most recent email in the thread. You can also change the list a card sits in directly from the row by clicking the list name on the card.

You can drag an email from Gmail straight onto message view. A Drop email here to create task overlay appears while you drag, and dropping creates a new card on the board. Holding Shift while dropping merges the email into an existing card instead.

How to use it

• Switch on Group by Sender in the header to fold messages into one group per sender; each group shows a Group (n) count and the latest snippet, and you can expand or collapse it.
• Grouped messages can be dragged and dropped like normal rows, and groups can be sorted by date, name, email or snippet.
• If the board has no connected mailbox you are prompted to Set up a shared mailbox before message view can be used.
• Dates in the automation popup are now formatted consistently.

The Sortd Chrome extension now lists your recent boards inside Gmail's own left navigation, alongside your labels. Each board shows a count of its open items so you can see where the work is without opening Sortd. The count excludes completed, archived and lost items, and is hidden when it is zero.

Boards with unread email are highlighted, and a board that has unread email assigned to you is styled differently again, so you can tell at a glance whether something is waiting for you or for a colleague. Counts update as items are added, moved, completed or read.

Team boards have a chevron that expands them into three quick filters: Unassigned, Assigned to me and Assigned to others, each with its own count. Clicking one opens the board already filtered to that set of items.

How to use it

• Look for the board list in Gmail's left navigation; click a board name to open it in Sortd.
• Click the chevron next to a team board to show or hide its Unassigned / Assigned to me / Assigned to others filters.
• Use the Board Settings icon next to a board to jump straight to its settings.
• Click Create / View all boards at the bottom of the list to add a board or see the full board manager.

Good to know: the board list also works if Google Chat and Meet are turned off in Gmail, and personal boards do not have the assignment filters.

The title column in table view now shows the same card you see on the board, not just a line of text. That means the item title, its date, a notes indicator, the email threads on the card with sender names and subjects, unread styling, and a pop-out icon to open a thread. Double-click the title to edit it in place, and use the tick to mark the item complete.

Rows now size themselves to their content instead of a fixed height, so cards with several threads are readable without opening them. Each row also has an Action menu, and you can right-click a row, giving you the usual card options such as viewing details, editing the title, setting dates, marking email read or unread, archiving, deleting and highlighting.

Adding items is quicker: click Add Item at the top of the title column and a new row is created immediately with a placeholder title for you to type over. Dragging an email onto table view creates an item and the table refreshes straight away.

How to use it

• On a sales board, use the new Close Date column: click the cell to open a date picker and set or change the deal close date.
• The footer on a sales board shows the total deal value next to the row count, in the board's currency.
• Table changes such as edits and moves are reflected without a manual refresh.

Good to know: the Close Date column and deal total only appear on sales boards.

This release smooths out how the email preview behaves inside Gmail. Clicking an email in a Sortd list opens the preview as before; clicking the same email again now closes it, so you can dip in and out without hunting for a close button. Starting to drag an email also closes any open preview, so the preview never gets in the way while you sort mail onto a board.

Sortd no longer interferes with Gmail's own expand and collapse arrows in the left navigation. Clicking an arrow now only opens or closes that section, rather than also switching folders.

There is also a new option for how Sortd opens. In your Sortd settings the Fullscreen / Gmail radio buttons have become a dropdown with three choices: Full Screen, Gmail and Last Used. Last Used remembers whether you were in full screen or Gmail mode when you last used Sortd and reopens that way, and is now the default.

How to use it

• Click an open email in a Sortd list a second time to close its preview.
• Open Sortd settings and choose Full Screen, Gmail or Last Used under the display mode setting.
• Switching between full screen and Gmail mode during a session is remembered when Last Used is selected.

Good to know: this release also includes a large behind-the-scenes server upgrade aimed at reliability; it does not change how you use Sortd.

Table view could previously filter on one column at a time; applying a filter to a second column replaced the first. Filters now stack. You can filter on list, due date, a status or select property and a tag, for example, and only rows matching every filter are shown.

Each column that has an active filter shows a filter icon in its header so you can see what is applied. Clearing is just as flexible: clear a single column's filter from its header menu, or remove everything in one go with Clear all filters. The same filtering works in the archive view.

How to use it

• Click a column header to open its menu, then use the Type to Search box; the suggestions are the values that exist in that column.
• Repeat on another column to add a second filter; the table applies both.
• Use Clear in a column's header menu to remove just that filter, or Clear all filters above the table.
• Filtering is available on List, Created, Last Email, Last Activity, Due and Reminder, and on date, email, location, number, phone, select, multi-select, status, tag and URL properties.

Good to know: Title, Assigned To and task status columns, and text, contact, person, attachment and checkbox properties, cannot be column-filtered; the header shows Filter - Unavailable and points you to the global search instead.

When an email is turned into a card, Sortd can now create a contact for the sender automatically, so your contact list builds itself from the mail you are already working on. If a matching contact already exists it is reused rather than duplicated. New contacts are visible to everyone in your organisation.

On a sales board the new card is linked to that contact as a sales card, ready for a deal value and close date. On other boards the card's contact field is filled in with the new contact.

Companies come along too. Sortd looks at the sender's email domain: if a company with that domain already exists in your organisation the contact is attached to it, otherwise Sortd looks up the company name and logo from the domain and creates it. Free email domains such as gmail.com are skipped, and those contacts go to your default company instead.

How to use it

• Open Board Settings and switch Auto add contact to newly created cards to On.
• Choose a Default new contact type from the dropdown; it lists each contact type with its stages, and new contacts are created at the stage you pick.
• Drag an email onto the board, or let an automation create the card, and the sender appears in your contacts.

Good to know: these two settings are only shown to board admins, and the setting is off by default for each board.

Automations can now start from, and check, who an item is assigned to. A new trigger, an item is assigned, runs whenever someone is assigned to a card on a board. Alongside it there is a new assignee condition you can add to any item-based automation, so a rule applies only when the card is assigned to particular people.

This makes hand-off flows possible without manual follow-up: move a card to the next list as soon as it is picked up, or set a custom property when a specific person takes it. Because the assignee condition takes a list of people, one automation covers a whole group rather than a rule per person.

How to use it

• In the automation editor choose an item is assigned as the trigger and select the board in the first condition.
• Add a condition, choose assignee and is, then tick people in Select Assignees; it matches when the item is assigned to any of them.
• Add actions such as move it to the next list, set a custom property, mark it complete or unassign it.
• The assignee condition also works with other item triggers such as an item is added / moved to a list or an item is completed.

Good to know: to avoid loops, assign it to and assign with round robin to are not offered when the trigger is an item is assigned. The assignee condition only supports is.

A new automation action, assign with round robin to, shares incoming work evenly across a group of people. Instead of sending every new card to the same person, you pick a set of team members and Sortd gives each new item to the next person in turn, starting from the top again once everyone has had one.

This suits shared inboxes and intake lists: support requests, sales leads or approvals are spread across the team automatically, without a lead having to triage and assign by hand. Each automation keeps its own rotation, so two round-robin rules on different boards or lists do not interfere with each other, and the rotation is cleared when the automation is deleted.

How to use it

• Create an automation with the trigger a new email is received or an item is added / moved to a list.
• Under Then, choose assign with round robin to.
• Use the Select Options picker to tick the team members who should be in the rotation, in the order you want them assigned.
• Save. The first matching item goes to the first person, the next to the second, and so on; moving an item into the list also counts.

Good to know: only members of the board's team appear in the picker, and an automation can include just one of assign it to, assign with round robin to or unassign it.