Not every conversation should be captured in Rocketlane. Internal finance calls, legal discussions, interviews, and interactions with customers who have asked not to be recorded may appear in the same calendars and mailboxes used for customer work.

Exclusions tell Rocketlane which meetings and email threads to skip. You can create rules based on participants, email domains, text within email addresses, meeting titles, and email subjects.

Before You Start

To manage exclusions:

• Exclusions must be enabled for your account.
• You need the Can manage exclusion list permission under Interaction intelligence.

If you cannot find Exclusions under Settings > AI capabilities, check your permissions or contact your Rocketlane account team.

How Exclusions Work

Rocketlane checks new meetings and email threads against the rules configured on the Exclusions page.

For more information about how Rocketlane captures meetings and emails, see Enabling Meeting Intelligence in Rocketlane (For Admins) and Email Intelligence: How Email Ingestion Works.

Types of Exclusions

The Exclusions page contains two tabs.

How Rocketlane Interprets People and Domain Exclusions

You do not need to select an exclusion type. Rocketlane determines it from the value you enter.

Exclude People and Domains

Use the People and domains tab when meetings or email threads involving a particular person, organization, or email-address pattern should not be captured.

1. Go to Settings > AI capabilities > Exclusions.
2. Open the People and domains tab.
3. Select + Add exclusion.
4. Enter an email address, domain, or text that appears in an email address.
5. Under Apply to, select Meetings, Email, or both.
6. Select Add exclusion.

Both interaction types are selected by default. At least one must remain selected.

Rocketlane displays a confirmation and adds the rule to the list.

Exclude Meetings and Emails by Keyword

Use the Keywords tab when interactions should be excluded based on their meeting title or email subject.

1. Go to Settings > AI capabilities > Exclusions.
2. Open the Keywords tab.
3. Select + Add keyword.
4. Enter a word or phrase under Keyword or phrase, such as bank or legal notice.
5. Under Where we look, select Meeting title, Subject line, or both.
6. Configure the matching options.
7. Select Add keyword.

Both locations are selected by default. At least one must remain selected.

Keyword Matching Options

The Keywords list shows each keyword, where Rocketlane looks for it, and how the keyword is matched.

Edit or Delete an Exclusion

You can update or remove rules from either exclusion tab.

1. Go to Settings > AI capabilities > Exclusions.
2. Open the tab containing the rule.
3. Open the rule’s More actions menu.
4. Select one of the following:

Deleting a rule affects future meetings and emails only. Meetings or emails previously skipped by the rule are not restored.

Exclusions or Internal Domains?

Exclusions and Internal Domains are both available under Settings > AI capabilities, but they serve different purposes.

To stop capturing interactions with a customer, add the customer’s domain as an exclusion.

Do not add the customer’s domain as an internal domain. Rocketlane would treat the customer’s participants as members of your organization, which can affect how meetings and emails are associated with that customer.

For more information, see Managing Internal Domains for Meetings and Emails and How Rocketlane Matches Meetings to Customers.

FAQ

Can I exclude meetings but continue capturing emails?

Yes. When adding or editing a rule on the People and domains tab, select Meetings and clear Email.

You can also apply a rule only to emails or to both interaction types.

What happens to meetings and emails that were already captured?

They remain available in Rocketlane. Exclusions apply only to new meetings and emails.

Does excluding a domain include its subdomains?

Yes. Excluding acme.com also excludes email addresses using subdomains such as us.acme.com and eu.acme.com.

How do I exclude everyone with “finance” in their email address?

Enter finance on the People and domains tab.

Because the value does not contain @ or a dot, Rocketlane treats it as text in an email address. It matches addresses such as finance@acme.com and finance-ops@beta.com.

Why didn’t the keyword “bank” exclude a meeting called “Fairbank kickoff”?

Whole words only is enabled by default. This means bank does not match when it appears inside another word, such as Fairbank.

Turn off Whole words only if the keyword should match anywhere within the meeting title or email subject.

Should I add a customer’s domain as an internal domain or an exclusion?

Use an exclusion when you want to stop capturing new interactions involving that customer.

Internal domains should contain only domains used by your own organization.

Does an exclusion remove Rocketlane’s access to my mailbox or calendar?

No. Exclusions control which meetings Rocketlane records and which email threads it captures. They do not change the access granted when you connected your calendar or mailbox.

To stop recording or capturing entirely, see Disable Meeting Intelligence and Recording Sources.

Why can’t I add an exclusion?

A rule with the same value may already exist, even if the capitalization is different. Find and edit the existing rule instead.

Why can’t I find the Exclusions page?

The page appears only when Exclusions is enabled for your account and you have the Can manage exclusion list permission.

Check your role permissions or contact your Rocketlane account team if the feature needs to be enabled.

Summary

• Exclusions prevent Rocketlane from capturing new meetings and email threads that match a configured rule.
• Rules can match an email address, domain, text within an email address, meeting title, or email subject.
• People and domain rules can apply to meetings, emails, or both.
• Keyword rules can check meeting titles, email subjects, or both.
• Domain exclusions also cover subdomains.
• Exclusions affect new interactions only. Previously captured or skipped interactions are not changed.