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.

Why this matters: Trigger conditions ensure the right analysis runs on the right conversations. Instead of applying the same template to every email thread (and generating noise), 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

Suppose you want a specific analysis layout to apply only to your most valuable clients during a critical phase. You could set a condition where the Account ARR is greater than 50,000 and the Email Subject contains the word Onboarding. This ensures the AI applies the correct business lens only when both criteria are met..

To define these rules, use the conditions section at the top of your template:

• Matches
  
  • Select All to require all conditions to be met.
  • Select Any to require at least one condition to be met.
    
• Add condition
  
  • Click Add condition to add a rule.
• Field selection
  
  • Select from Account fields (for example ARR, MAU, Billing Cycle, Account Name).
  • Select from 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, which are individual components that extract specific details from the email ingested. Each block can be renamed and configured to control what the page displays and what AI extracts from the thread. The blocks that can be added to the section are as follows:

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
  • Email body
    
    

AI Summary

Use the AI summary block to generate a structured summary from the email thread.

• AI context
  
  • Provide the prompt, for example: “Focus on the contributions of each participant and summarize the discussion.”
    
• Group by
  
  • Select how the summary is structured:
    
    • Topics
      
    • Company
      
    • Participants
      
    • Time period
      
    • None
      
• Generate as
  
  • Choose the output format:
    
    • Paragraph
      
    • Bullet points
      
    • Numbered list
      
    • Checklist
      
• Include
  
  • Select whose input should be considered:
    
    • All
    • Customer participants only
    • Team only
    • Leadership only
      
      

Extract Info

Use this block to extract specific structured information from the email thread.

• 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
    • All participants
      
• Word limit
  • Set a maximum length for the extracted response (for example 20–500 words).

Finalize and Save the Template

• 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

2. Email Pages

Scope Options

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

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