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Process Definition: Mail Automation Enhancement

Objective

Harmonize the Gmail labeling automation (gmail_labeler.py) with the comprehensive rules defined in the iCloud Filtering Guide.

1. Steps

Phase 1: Analysis & Design

  1. Gap Analysis: Compare LABEL_RULES in gmail_labeler.py against categories in the iCloud Guide.
    • Identified Gap: "Travel & Bookings" category is present in the Guide but missing in the Python script.
    • Identified Gap: "Research & Learning" in the Guide maps to "Professional/Jobs" or "Marketing" in the script, but deserves a distinct Education/Research category.
  2. Rule Translation: Convert specific email addresses and subject keywords from the Guide into Python re patterns.

Phase 2: Implementation

  1. Refactor gmail_labeler.py:
    • Add Travel category with patterns from the Guide (Airlines, Hotels, Booking sites).
    • Add Education/Research category (Universities, MOOCs, ResearchGate).
    • Enhance Finance and Shopping with specific sender domains to improve precision.
  2. Validation: Verify Python syntax and regex validity.

Phase 3: Execution & Monitoring

  1. Execution: Run the updated labeler against the inbox.
  2. Monitoring: Review gmail_labeler.log for categorization distribution and errors.

2. Inputs & Outputs

Inputs

  • Source Code: /Users/4jp/Workspace/mail_automation/gmail_labeler.py
  • Reference Data: /Users/4jp/Workspace/mail_automation/iCloud Mail Filtering Rules - Complete Guide.md
  • Data Source: Live Gmail Inbox (via API)

Outputs

  • Code Artifact: Updated gmail_labeler.py (v2.0)
  • Operational State: Emails in Gmail organized into labels.
  • Logs: Execution logs detailing the number of emails processed per category.

3. Metrics (KPIs)

Metric Definition Target
Uncategorized Reduction Decrease in the volume of "Uncategorized" emails -15% relative to baseline
Rule Specificity Count of distinct regex patterns in LABEL_RULES Increase by ~20 patterns
Processing Efficiency Time to process a batch of 500 emails Maintain < 60s
New Category Volume Number of emails caught by new Travel & Education rules > 0