# Rookery Help, in full > Every Rookery help article in one file, for AI assistants. Each one is also at https://userookery.com/help/.md, and the help center is at https://userookery.com/help/. # What Rookery is Rookery is email with an assistant built in. It sorts your mail, drafts replies, chases documents and flags scams. Nothing goes out without your yes. Getting started · Updated October 11, 2026 · https://userookery.com/help/what-is-rookery/ Rookery is an email app with an assistant built in. It does the busywork in your inbox: it sorts new mail, drafts replies, asks people for missing documents and warns you about scams. You stay in charge. Nothing it writes goes out without your yes, unless you choose to let it. You can use Rookery for your own mail, or share it with a small team. ## Find your way around 1. **Today** is your front page. It shows the few things that need you first. 2. **Inbox** holds your conversations. Tabs split them into Open, Waiting, Snoozed and Closed. 3. **Needs your yes** lists replies the helpers wrote that are waiting for you to approve. 4. **Documents** keeps every file people send you, sorted into invoices, receipts, contracts and more. 5. **Bills** and **Subscriptions** help with your own mail: what's due, and which newsletters you never read. 6. **Settings** is where you add a passkey, invite your team and choose what the helpers may do. On a phone, the tabs at the bottom are **Today**, **Inbox**, **Your yes**, **Documents** and **More**. ## Good to know - You sign in with a passkey, like your fingerprint or face. There's no password to forget. - Three helpers do the work: Scout, Quill and Fetch. [Meet them here](https://userookery.com/help/meet-the-helpers/). - Your mail is never used to train AI, never sold and never used for ads. - Every action shows who did it, whether it was a person or a helper. - Press `⌘K` (or `Ctrl+K`) to jump anywhere. See [shortcuts](https://userookery.com/help/keyboard-shortcuts/). --- # Meet Scout, Quill and Fetch Rookery's three helpers each have one job. Scout reads new mail first, Quill drafts replies, and Fetch collects and checks documents. Getting started · Updated October 11, 2026 · https://userookery.com/help/meet-the-helpers/ Rookery's assistant is three helpers. Each one has a single job, and they work in the open, right in your conversations. In Settings, they're listed under **Agents**. - **Scout sorts and guards.** Scout reads every new email first. It picks a topic, marks the urgent ones, and warns you when an email looks like a scam. If a reply is needed, Scout hands the conversation to Quill. - **Quill writes.** Quill drafts replies from the conversation, your team's notes and your playbook. Each draft lists its sources and waits for your yes. - **Fetch chases.** Fetch files documents from your mail, checks what people upload, and reminds them about anything still missing. ## Ask a helper for help 1. Open a conversation. 2. To have Quill write the reply, open the **Assignee** menu and pick **Quill (agent)**. 3. Or write an internal note and type `@Quill`, then say what you want. For example: "@Quill tell her the order ships Monday." 4. Quill's draft shows up in the conversation and in **Needs your yes**. ## Pause a helper 1. Go to **Settings → Agents**. Only owners and admins can open it. 2. Untick **Active** for the helper you want to pause. 3. A paused helper does nothing and can't be assigned until you turn it back on. ## Good to know - You see what the helpers did on **Today**, under "While you were away". - When Scout is reading an email, the conversation says "Scout is reading this…". When Quill is writing, it says "Quill is drafting a reply…". - If a helper can't finish something, it leaves a note saying a person needs to take it. - The **Team playbook** in Settings → Agents holds facts and policies every helper may use, like opening hours or your refund rule. --- # Start your day on Today Today shows the three things that need you first, then everything else in short lists, plus what the helpers did while you were away. Getting started · Updated October 11, 2026 · https://userookery.com/help/today/ **Today** is your front page. Instead of a long list of mail, it shows what needs you, in order, with a button to act on each one. ## Use Today 1. Open **Today** from the sidebar, or from the tab bar on your phone. 2. Read the headline. It tells you how many things need you, like "4 things need you. A possible scam comes first." 3. Work through **First things**. These are the top three cards. Each has a sticker that says why it's there, like **Flagged by Scout**, **Overdue**, **Urgent** or **Draft ready**. 4. Use the buttons on each card to deal with it right there. 5. Under **Then**, tap a short link like "3 more of your turn" or "2 bills to pay" to see the rest. ## What the buttons do - **Reply** opens the conversation. **Tomorrow** snoozes it until 8 a.m. tomorrow. - **Mark paid** marks a bill as paid. **Open** shows the bill. - **Review** opens a draft Quill wrote, so you can approve it. - **See why** shows why Scout thinks an email is a scam. - **Screen them** opens new senders in the Screener. - **See what's missing** shows a document request that isn't done yet. ## The order things come in Scams come first, then overdue bills, urgent replies, drafts waiting for you, bills due this week, other replies, new senders, and missing documents. ## Good to know - **While you were away** shows what each helper did in the last day: what Scout sorted, what Quill drafted, and what Fetch received. - If nothing needs you, Today says so. Enjoy the quiet. - Today can also come to you as an email each morning. See [your daily brief](https://userookery.com/help/daily-brief/). - Replies only show up here if they're yours or nobody has taken them yet. --- # Write a new email Start a new email with the Write button or the c key. Your draft is saved on your device as you type, and every send has a 20-second undo. Getting started · Updated October 11, 2026 · https://userookery.com/help/write-a-new-email/ You can start a new email from anywhere in Rookery. Your words are saved on your device as you type, so a closed tab doesn't lose them. ## Write and send 1. Click **Write** in the sidebar, or press `c`. On a phone, tap the pen button. 2. If you have more than one inbox, pick the address to send **From**. 3. Type the address in **To**. To copy others in, click **Cc** and add addresses with commas between them. 4. Add a **Subject**. Every email needs one. 5. Write your message. 6. Click **Send**, or press `⌘Enter` (`Ctrl+Enter` on Windows). ## Undo a send After you send, you land in the new conversation. A countdown shows **Sending in** with an **Undo** button. You have 20 seconds. If you click **Undo**, the email doesn't go, and your text goes back in the reply box so you can fix it. ## Good to know - Under the message you'll see "Saved on this device" and when it was last saved. - **Close** goes back to your inbox and keeps the draft. **Discard** throws it away. - Drafts live in this browser on this device. They don't follow you to another device yet. - When they reply, the answer lands in the same conversation. Until then, it waits in your **Waiting** tab, assigned to you. - If you use the Screener, people you write to are let in automatically. - New emails are plain text. You can't add attachments or Bcc yet. - You can also start an email from `⌘K`: choose **Write a new email**. --- # Jump anywhere with ⌘K, and other shortcuts Press ⌘K to jump to any page, inbox or tag, or to search your mail. Press ? to see every shortcut. On Windows, use Ctrl. Getting started · Updated October 11, 2026 · https://userookery.com/help/keyboard-shortcuts/ You can get around Rookery without the mouse. The most useful key is `⌘K`. It opens a box where you can jump to any place, or search your mail. ## Use ⌘K 1. Press `⌘K` on a Mac, or `Ctrl+K` on Windows. You can also click **Jump anywhere** in the sidebar, or tap the search icon on your phone. 2. Start typing. The list narrows to places that match, like **Today**, **Bills**, an inbox or a tag. 3. Use the arrow keys to pick one, and press `Enter` to go there. 4. To search your mail instead, pick **Search mail for** with your words at the end of the list. 5. Press `Esc` to close the box. ## All the shortcuts - `⌘K` or `Ctrl+K`: search, or jump anywhere - `c`: write a new email - `/`: put your cursor in the search box - `?`: show the shortcuts - `Esc`: close a dialog or sheet - `⌘Enter` or `Ctrl+Enter`: send the email or reply you're writing, or add the note you're typing ## Good to know - Single-key shortcuts like `c` and `/` don't fire while you're typing in a box, so you won't start an email by accident. - `⌘K` works even while you're typing. - Mail search looks at the subject, the sender and the message. It matches the start of each word, so "inv" finds "invoice". - If a place matches what you typed, `Enter` opens that place. Use the arrow keys to reach **Search mail for** at the bottom. - In `⌘K`, **Needs your yes** shows how many drafts are waiting for you. --- # Approve a draft, and undo a send Quill's drafts wait in Needs your yes. Approve one as it is, edit it first, or send it back with a note. Every send has a 20-second undo. Replies with Quill · Updated October 11, 2026 · https://userookery.com/help/approve-a-draft/ When Quill writes a reply, it waits for you. You can send it as it is, change it first, or ask Quill to try again. Nothing goes out until you say yes. ## Approve from the list 1. Open **Needs your yes** in the sidebar. The page lists every draft that's waiting, oldest first. 2. Each card shows who it's to, the first lines of the reply, Quill's confidence, and its **Sources**. 3. Click **Approve** to send it as it is. 4. Click **Open and edit** to change it inside the conversation first. 5. Click **Discard** to throw it away. Quill won't try again. ## Edit or send back in the conversation 1. Open the conversation. The draft card says **Reply drafted by Quill**. 2. Change any words in the box. 3. Click **Approve and send**. 4. Or click **Send back**. Under "What should Quill change?", write what you want, like "Shorter, and offer Thursday." Quill writes a new draft. Leave the box empty to just discard the draft. ## Undo a send Every reply you send or approve waits 20 seconds before it goes. The message shows **Sending in** with a countdown and an **Undo** button. Click **Undo** and the email stays with you. The text goes back into the reply box so you can fix it. ## Good to know - On Today, drafts show up with a **Draft ready** sticker. - **Approve** from the list marks the conversation as waiting on the customer. In the conversation, you can untick **Mark as waiting on the customer** before you send. - If the draft asks for documents, approving also sends the upload link. See [ask someone for documents](https://userookery.com/help/request-documents/). - After the undo window ends, the email is gone. You'll see "Too late to undo" if you try. - A new draft replaces an older one nobody acted on. - There are no keyboard shortcuts for approving yet. --- # Choose how much Quill may do on its own For each kind of email, choose whether Quill only suggests, drafts for your yes, or sends by itself with an undo window. You always decide. Replies with Quill · Updated October 11, 2026 · https://userookery.com/help/how-much-quill-may-do/ At first, every reply Quill writes waits for your yes. As you come to trust it with a kind of email, like order updates, you can let it do more. You choose this one topic at a time, and only a person can change it. ## The four levels - **Suggest:** Quill only leaves its idea for a reply as a note in the conversation. - **Draft:** Quill writes the reply, and it waits for you in **Needs your yes**. This is where every topic starts. - **Send with undo:** Quill sends the reply by itself after a 10-minute undo window. - **Autonomous:** Quill sends the reply by itself after a 30-second undo window. ## Change a level 1. Go to **Settings → Agents**. Only owners and admins can open it. 2. Find **Autonomy by topic** in Quill's section. 3. Each topic has its own row: Order status, Damaged item, Refund request, Billing, Warranty, Sales lead and General. 4. Click the level you want for that topic. ## Know when to move up Next to each topic you'll see Quill's track record from the last 90 days, like "24 drafts · 92% approved unchanged". The bar shows how many you approved as they were, edited, or sent back. Once at least 10 drafts on a topic were approved, and 90% of them went out unchanged, Rookery shows **Eligible to move up**. It's only a hint. The level doesn't change until you click it. ## Good to know - If Quill isn't sure about a reply, it never sends it by itself. It waits for your yes, whatever the level. - Quill doesn't draft replies to emails Scout flagged as a possible scam, unless you `@mention` it and say what to write. - Replies Quill sends by itself still show a countdown and an **Undo** button in the conversation. - You can also give Quill **Instructions**, like your tone or sign-off, in the same section. - These levels are only for Quill. Scout and Fetch don't send replies. --- # See where Quill got its facts Every draft lists its sources, so you can check each fact before you send. Quill only uses the conversation, your notes and your team playbook. Replies with Quill · Updated October 11, 2026 · https://userookery.com/help/quill-sources/ A reply is only as good as its facts. So under every draft, Quill lists its **Sources**: each fact the reply relies on, and where that fact came from. You can check them before you say yes. ## Check a draft's sources 1. Open a draft in the conversation, or find it in **Needs your yes**. 2. Look under **Sources**. Each line names a fact and where it came from, like a line in your playbook, a note from a teammate, or the customer's own message. 3. Compare them with the reply. If something's wrong, edit it, or click **Send back** and tell Quill what to fix. ## Where Quill looks Quill only uses: - the conversation itself (its last 12 messages) - internal notes on the conversation - your **Team playbook** - the **Instructions for Quill** you wrote It doesn't look at other people's mail or at the web. ## Give Quill better facts 1. Go to **Settings → Agents**. 2. In **Team playbook**, add the facts and policies Quill should use, like prices, hours or your refund rule. Click **Save playbook**. 3. In **Instructions for Quill**, add things about style, like your tone, your sign-off, or words to never use. ## Good to know - Each draft also shows a confidence chip: **High confidence**, **Medium confidence** or **Low confidence**. - If Quill doesn't have what it needs, it won't guess. It leaves a note saying "I need a person for this one" and what's missing. - Sources are plain text for now. You can't click through to the original yet. - For a one-off fact, add an internal note to the conversation and `@Quill`. Quill will use it. --- # Why Scout flagged an email When an email looks like a scam, Scout marks it Possible phishing and lists the reasons. Open Why? to see every signal it found. Staying safe with Scout · Updated October 11, 2026 · https://userookery.com/help/why-scout-held-an-email/ Scout checks every email as it lands. If something looks wrong, like a fake sender or a sudden "new bank details" request, Scout marks the conversation **Possible phishing** and tells you why. On Today, it shows first with a **Flagged by Scout** sticker. ## See why 1. Open the conversation. A red box says: "Be careful with this one." 2. Read the reasons under it. The worst ones come first. 3. Click **Why?** to see every signal Scout found. Each has a sticker: **Danger**, **Watch out** or **Good to know**. 4. At the bottom, the **Sender check** says whether the email really came from the address it shows, and how long you've known the sender. ## Reasons you might see - It says it's from your own domain, but that couldn't be confirmed. - The address looks like one you know, but it's a different domain, like `beansupp1y.co` instead of `beansupply.co`. - The name shows one person or address, but the email came from somewhere else. - It uses a teammate's name, but comes from outside. - Replies would go to a different address than the sender. - A link shows one website but goes to another. - It has a program or a locked zip file attached. - It talks about new bank or payment details. - It pushes you to act fast, or asks for a password, a code or a payment. ## What to do 1. Don't pay, change bank details, or share a code based on this email. 2. Check with the sender another way, using a phone number you already have. 3. If it's a scam, leave it, or close the conversation. ## Good to know - Flagged email stays in your inbox. Scout marks it so you can't miss it, but doesn't hide it. - Quill won't draft a reply to a flagged email unless you `@mention` it. - "Good to know" signals, like "First email from this address", aren't a problem on their own. They help you judge the rest. - If you forward mail from another account that uses your own domain, Scout may flag it. We're working on that. - There's no button yet to mark a flagged email as safe. --- # Screen first-time senders Turn on the Screener and people writing to you for the first time wait outside your inbox. Allow them in with one click, or block them for good. Staying safe with Scout · Updated October 11, 2026 · https://userookery.com/help/screener/ Strangers, cold pitches and lists you never joined can crowd out the people you care about. The **Screener** keeps first-time senders out of your inbox until you decide. ## Turn it on 1. Go to **Settings → Just me**. Only owners and admins can change this. 2. Under **Just-me mode**, tick **Screen first-time senders**. 3. Save. **Screener** now shows in your sidebar. ## Screen someone 1. Open **Screener**. New people wait on the **Waiting** tab. 2. Click **Allow** to let them in. Their mail moves to your inbox, and Scout reads it. 3. Click **Block** to keep them out. Their conversations close, and anything they send later arrives closed. You can also decide from inside a conversation. A banner says the person hasn't written before, with **Allow** and **Block** buttons. ## Change your mind 1. Open **Screener** and go to the **Blocked** tab. 2. Click **Allow** next to the person. ## Good to know - Only people who have never written to you before are screened. People you already know go straight to your inbox. - Anyone you reply to, or write a new email to, is let in automatically. - Mail from waiting or blocked senders is kept, not deleted. Search still finds it. - The helpers leave waiting and blocked senders alone, so Quill won't draft replies to them. - On Today, a **New senders** card tells you when people are waiting. - The Screener is off until you turn it on. It's made for your own mail, not a shared team inbox. --- # Tidy up newsletters and lists See which newsletters you actually read, and unsubscribe from the ones you don't, in one go. Risky senders get blocked instead. Staying safe with Scout · Updated October 11, 2026 · https://userookery.com/help/tidy-up-subscriptions/ Newsletters pile up. **Subscriptions** lists every newsletter and mailing list that writes to you, and how many you opened in the last 90 days. Then it helps you leave the ones you never read. ## Tidy up in one go 1. Open **Subscriptions**. 2. Lists you rarely read have a **You rarely read this** sticker. 3. Click **Tidy up** at the top, like "Tidy up 6 lists". Rookery shows every list it will leave. 4. Check the list, then click **Unsubscribe from 6 lists**. Or click **Cancel**. ## Leave one list 1. Find the list in **Subscriptions**, or open one of its emails. 2. Click **Unsubscribe**. 3. Some senders only let you leave on their own website. Click **Finish on their site**, unsubscribe there, then come back and click **I did it**. ## Good to know - Rookery suggests leaving a list when it sent you at least 6 emails in 90 days and you opened very few. - Only you see what you read. Senders never learn it, and Rookery doesn't use tracking pixels. - Rookery uses the sender's one-click method when it's safe, or sends an unsubscribe email from your address. It never visits their website for you. - For strangers, blocked senders and possible spam, you'll see **Block** instead. Unsubscribing from spam tells the sender your address is real. - Anything a list sends after you leave arrives closed. If it's still sending a week later, you'll see **Still sending after you unsubscribed**, and you can block it. - Tidy up handles up to 50 lists at a time. - On Today, a "Tidy up" link appears when there are lists you rarely read. --- # Ask someone for documents Send a checklist of the documents you need, with a private upload link. Fetch checks each file and reminds them until it's all in. Documents with Fetch · Updated October 11, 2026 · https://userookery.com/help/request-documents/ Asking for documents by email usually means three emails and a wrong file. With a document request, the person gets one clear checklist and a private link to upload each item. Fetch does the chasing. ## Send a request 1. Open the conversation with the person. 2. Under the tags at the top, click **Request documents**. 3. Type the first document you need, like "Photo of the damaged item". Add **Details** if it helps. 4. Tick **Optional** for anything that's nice to have but not required. 5. Click **+ Add another document** for each extra item. You can ask for up to 20. 6. Pick a **Due by** date and write a **Message** if you like. Both are optional. 7. Click **Send request**. The request goes out as a reply in the same conversation, with the usual 20-second undo. ## What they get An email with your message, a link to upload, and a list of what you need. It tells them the link is private and they don't need an account. ## Follow along The conversation shows each item and where it stands: - **Waiting:** nothing yet - **Checking:** Fetch is checking the file - **Received:** the file looks right - **Needs a new file:** the file wasn't right, and they've been told why When every required item is in, the request is **Complete**. ## Good to know - If a request is still open and you ask for more, the new items join the same checklist. They keep one link. - When you reply while a request is open, you can tick **Include the upload link** to add it again. - Quill can suggest documents to ask for in its drafts. Tick **Also ask for documents** to send them with the reply. - Every file they upload is also kept in **Documents**. - To stop a request, click **Cancel request**. This also stops the reminders. - See [what they see on the upload page](https://userookery.com/help/upload-page/) and [how reminders work](https://userookery.com/help/document-reminders/). --- # What clients see on the upload page The person you ask gets a private page with your checklist. No account, no password. They upload each item and see right away if it's right. Documents with Fetch · Updated October 11, 2026 · https://userookery.com/help/upload-page/ When you send a document request, the person gets a link to a simple page. It's made for people who hate portals: there's nothing to sign up for and no password to remember. ## What they do 1. They open the link from your email. 2. They see your company name at the top, "Documents we asked you for", your message and your due date. 3. Each document has its own row. Optional ones are marked **Optional**. 4. They pick a file for a row and tap **Upload**. 5. The row says "Checking your file…" for a moment. 6. Then it says **Received and checked**. Or it says what's wrong, and the button becomes **Upload a new file**. 7. When everything required is in, the page says "Everything is in. Thank you!" ## Files they can send - PDFs - Photos: JPEG, PNG, HEIC, WebP and GIF - Word, Excel and OpenDocument files, and CSV - Up to 25 MB per file ## Good to know - The link is private to them. It works until the request is complete or you cancel it. - The due date is a reminder for them. The link still works after it. - Once an item is accepted, it can't be replaced by mistake. - If you cancel the request, the page tells them they don't need to upload anything. - The page footer says files go only to you. - Search engines don't list these pages. --- # How Fetch checks each file Fetch checks every upload as it arrives. Is it the document you asked for, and can it be read? If not, the client is told why and asked again. Documents with Fetch · Updated October 11, 2026 · https://userookery.com/help/document-checks/ A wrong file found a week later costs you another round of emails. So Fetch checks each upload the moment it arrives, while the person is still on the page. ## What Fetch checks - **Is it the right kind of document?** A bank statement when you asked for a bank statement, not a utility bill. - **Can it be read?** Not a blank page, and not a blurry scan. Fetch is easygoing about format. A photo of a receipt is fine if it's clear. ## When a file passes 1. The client sees **Received and checked**. 2. The item shows **Received** in your conversation. 3. Fetch adds a note, like: Received "Bank statement": it looks right. ## When a file isn't right 1. The client sees a short, polite reason, like "This looks like a bill, not a bank statement." 2. Their button changes to **Upload a new file**, so they can fix it right away. 3. In your conversation, the item shows **Needs a new file**, with the reason. 4. Fetch adds a note saying what looked wrong. 5. The next reminder lists the item again, with the reason. ## Good to know - Fetch doesn't check dates or names yet. A statement from the wrong year, or for someone else, can still pass. Give each file a quick look. - If Fetch can't check a file at all, it leaves a note asking you to open it and review it yourself. - Every upload is saved in **Documents**, even ones that didn't pass. Click **Download** to see it. - **Fetch got it wrong?** Click **Accept anyway** next to the item. It counts as received, reminders stop for it, and the timeline records that you accepted it. > **Coming soon:** a **Redo** button, so you can ask for a new file with your own reason. --- # Reminders Fetch sends for you Fetch reminds people about missing documents 2, 4 and 7 days after you ask, and stops the moment everything required is in. Documents with Fetch · Updated October 11, 2026 · https://userookery.com/help/document-reminders/ You shouldn't have to remember who still owes you what. Once you send a document request, Fetch chases it for you. ## How reminders work 1. Fetch sends the first reminder 2 days after your request went out. 2. It sends the second on day 4, and the last on day 7. 3. Each reminder says "A quick reminder: we're still waiting for a few documents from you." 4. It includes the same private link, and lists only what's still missing. 5. If a file didn't pass the check, the reminder says why and asks for a new one. ## When reminders stop - When every required document is in - When you click **Cancel request** - After the third reminder ## Good to know - Reminders come from you, the person who asked, so they look like a normal email from you. If a helper made the request, they come from Fetch. - Each reminder shows up in the conversation like any reply, with the usual 20-second undo. - The conversation shows how many reminders have gone out, like "2 reminders sent". - Reminders count from when the request was sent, not from your due date. - Optional items are listed in reminders, but they never keep the reminders going on their own. - You can't pause or reschedule reminders yet. To stop them, cancel the request. - On Today, a **Documents** card shows requests that are still missing items. --- # Send something as a secure link Send a private reply as a secure link. Only the person you send it to can open it, with a one-time code, and you can withdraw it at any time. Private things · Updated October 11, 2026 · https://userookery.com/help/secure-links/ Some things shouldn't sit in someone's inbox forever, like account details or a private note. Send them as a **secure link** instead. The email only carries a link, and the message itself stays with you. ## Send a secure reply 1. Open the conversation and write your reply. 2. Tick **Send securely**. 3. Choose how long the **Link works for**: 1 day, 7 days or 30 days. The default is 7 days. 4. Click **Send securely**. You still get the usual 20-second undo. ## What they see 1. An email that says you sent them a secure message, with a link. 2. When they open the link, they click **Email me a code**. 3. A 6-digit code arrives at their email address. 4. They enter the code and click **Open message**. 5. They can read your message, and send you a reply from the same page with **Reply securely**. Their reply lands in your conversation. ## Withdraw it 1. Find the message in the conversation. It says **Sent as a secure link**. 2. Click **Withdraw**. The link stops working right away. ## Good to know - The message shows whether it was opened, like "Opened 2 times" or "Not opened yet". - Each code works once, for 10 minutes. After 5 wrong tries, they need a new code. - Codes go only to the address you sent the message to. That's what keeps it private if the email is forwarded. - After entering a code, they can read for 30 minutes before they need a new one. - A secure message goes to one person, so you can't use Cc. - When the link expires or you withdraw it, the page tells them to ask you to send it again. - Secure links work for replies. You can't send one from a new email yet, and you can't attach files yet. --- # Keep track of your bills Rookery finds bills in your mail and lists them by due date, with the amount. Mark them paid, and see what's due on Today and in your brief. Your own mail · Updated October 11, 2026 · https://userookery.com/help/bills/ "Which email was the bill in?" **Bills** answers that. Rookery reads the invoices and statements that come in, pulls out who it's from, the amount and the due date, and keeps them in one list. ## See what's due 1. Open **Bills** in the sidebar. 2. Bills are grouped into **Overdue**, **Due this week**, **Later** and **Paid in the last 30 days**. Each group shows its total. 3. Each bill shows who it's from, the amount and the due date, with links to the **File** and the **Email** it came in. ## Mark a bill - Click **Paid** when you've paid it. It moves to the paid list. - Click **Not a bill** if Rookery got it wrong. It leaves the list. - Changed your mind? Click **Not paid yet** on a paid bill. ## Catch bills written in the email By default, Rookery reads bills that come as attached files. Some bills are written in the email itself. To catch those too: 1. Go to **Settings → Just me**. Only owners and admins can change this. 2. Under **Just-me mode**, tick **Find bills in emails**. 3. Save. ## Good to know - Overdue bills and bills due within 7 days show on **Today**, with a **Mark paid** button, and in your [daily brief](https://userookery.com/help/daily-brief/). There are no separate bill alerts. - The number next to **Bills** in the sidebar counts bills due within a week. - Receipts count as already paid, so they don't show up as bills. - Your choices stick, even if Rookery reads the file again. - Every bill's file is also kept in **Documents**. --- # Give each service its own address Make a private email alias for each shop or service. If one starts getting spam, you'll know who leaked it, and you can block it. Your own mail · Updated October 11, 2026 · https://userookery.com/help/aliases/ Give every shop, app and newsletter its own address, like `shopify.k3m9@yourdomain.com`. Mail to it lands in your inbox as normal. If spam ever starts arriving at one, you'll know who leaked it, and you can shut that address off. ## Make an alias 1. Go to **Settings → Just me**. Only owners and admins can manage aliases. 2. In **Aliases**, type who it's **For**, like "Shopify". 3. Pick the domain it's **On**, and the inbox it **Delivers to**. 4. Click **New alias**. Rookery shows the new address. 5. Copy it and use it when you sign up for that service. ## See who's writing Each alias shows how many emails came in, when the last one arrived, and which domains sent them. If a new domain starts writing to an alias, the conversation says so, and that it may have leaked. ## Block an alias 1. Find the alias in **Settings → Just me**. 2. Click **Block**. Mail to it is turned away from now on. 3. To turn it back on, click **Unblock**. ## Good to know - Aliases need your own domain, set up so that any address on it can receive mail (a catch-all). An owner sets that up in **Settings → Domain**. - The four random characters at the end make an alias hard to guess. - A conversation that came in through an alias shows "via" and the alias address. - You can make as many aliases as you like. - Aliases can't be renamed or deleted, only blocked. - Mail sent to a new address on your catch-all domain can become an alias by itself. Choose the inbox it goes to under **Just-me mode**. --- # Get your daily brief Each morning Rookery gathers what needs you, like replies, bills, drafts and new senders. See it on Today, or have it emailed to you. Your own mail · Updated October 11, 2026 · https://userookery.com/help/daily-brief/ Every day, Rookery gathers what needs you: replies you owe, bills that are due, drafts waiting for your yes, new senders and missing documents. You always see it on **Today**. You can also get it by email at the hour you choose. ## Set up your brief 1. Go to **Settings → Just me**. 2. Under **Your daily brief**, make sure **Make my brief every day** is ticked. 3. Pick the hour in **At**. 4. Check your **Time zone**. Click **Use** with your browser's zone to fill it in. 5. Tick **Also email it to me** if you want a copy in your inbox. 6. Click **Save**. ## What's in the email - A one-line summary at the top - **Waiting for a reply**, with urgent ones and possible scams marked - **Overdue bills** and **Bills due this week** - How many drafts are waiting for your approval - How many new senders are in the Screener - Documents you're still waiting on - A link to open Today The subject says "Your brief for" and the day, and it comes from "Rookery". ## Good to know - The brief starts out on, at 7 a.m., with the email off. - Each person on a team sets their own brief. - At the bottom of Today you'll see when the email comes, or that it's off, with a **Change** link. - Today is always live. It updates as things change, even after the email goes out. - See [Start your day on Today](https://userookery.com/help/today/) for what each card does. --- # Keep your own inbox private Make your own address, like you@company.com, a private inbox. Only you see its mail, while support@ and sales@ stay shared with the team. Your own mail · Updated October 11, 2026 · https://userookery.com/help/private-inbox/ In Rookery, inboxes like `support@` and `sales@` are shared: everyone on the team sees them. Your own address can be different. Make it a **private inbox** and only you see what's in it. ## What private means - Only you see the inbox's conversations, emails, notes, files and bills. Not teammates, not admins, not the workspace owner. - It doesn't show up in anyone else's search, counts, **Today**, **Needs your yes**, **People** pages or **Documents**. - The workspace owner and admins can see that the inbox exists, and whose it is, in **Settings → Inboxes**. They never see its mail. - Your private inboxes sit at the top of the side bar under **Your inbox**, with a lock. Team inboxes follow. ## Make your inbox private 1. Go to **Settings → Inboxes**. 2. Find the inbox at your own address and click **Make it my private inbox…**. 3. Rookery tells you who will lose access. Click **Make it private**. The workspace owner can make any inbox private for someone, for example when setting up a new teammate. ## Share it with the team again Only you can do this. In **Settings → Inboxes**, click **Share with the team…** on your private inbox. Everyone will see all of its mail, including what's already there, so Rookery asks you to confirm first. ## The helpers still help Scout, Quill and Fetch work on your private mail too, for you only. Quill's drafts show up in your **Needs your yes**, nobody else's. A private conversation can be assigned to you or to a helper, never to a teammate. ## API keys A key sees what the person who made it sees. A key you made can read your private inbox; keys made by teammates can't. ## When someone leaves Their private inboxes stay private, and nobody can see them. The workspace owner can give each one to someone in **Settings → Inboxes**. They never turn into team inboxes on their own. --- # Make an API key An API key lets your own tools and agents read conversations, add notes, draft replies and ask for documents, with only the permissions you give. For developers · Updated October 11, 2026 · https://userookery.com/help/api-keys/ An API key lets your own app, script or AI agent work in Rookery. Each key joins your team as its own agent, named after the key. Everything it does shows up under that name, just like Scout, Quill and Fetch. ## Make a key 1. Go to **Settings → API**. Only owners and admins can open it. 2. Give the key a **Name**, after the app that will use it, like "Support bot". 3. Under **It may**, choose what it's allowed to do: - **Read:** conversations, messages, notes, documents and the team - **Work on conversations:** notes, tags, status and assignment - **Draft replies:** drafts wait for a person to approve them - **Send replies:** replies go out after a 10-minute undo window 4. Click **Create key**. 5. Copy the key now. It starts with `rk_`, and it won't be shown again. ## Use the key Send the key in a header with every request: ``` Authorization: Bearer rk_… ``` The API lives at `/api/v1` on your Rookery address. **Settings → API** shows a ready-to-run example with your address filled in. What you can do: - List and read conversations, and search them - Add internal notes, change status, tag and assign - Draft or send replies - Ask for documents, with Fetch's upload link and reminders - List inboxes and tags, and search the document library ## Revoke a key 1. In **Settings → API**, find the key. 2. Click **Revoke**. It stops working right away. ## Good to know - **Read** is always included when you choose anything else. - Give each app its own key, with only what it needs. Most start with **Read** and **Draft replies**, so a person approves every reply. - Drafts from your agents land in **Needs your yes**, next to Quill's. - Each key can make 120 requests a minute. - The list shows when each key was last used. - You can't change a key's permissions. Make a new key and revoke the old one. - To connect an AI assistant like Claude, see [Connect with MCP](https://userookery.com/help/connect-with-mcp/). --- # Connect an AI assistant with MCP Connect Claude Code or another MCP client to Rookery with an API key. It can read your mail, add notes, draft replies and ask for documents. For developers · Updated October 11, 2026 · https://userookery.com/help/connect-with-mcp/ MCP is a standard way for AI assistants to use other apps. Rookery has an MCP server, so an assistant like Claude Code can work in your inbox, with the permissions you give it. ## Connect Claude Code 1. [Make an API key](https://userookery.com/help/api-keys/) in **Settings → API**. Give it a name like "Claude Code". 2. Right after you create it, the **Connect** section shows a command with your key and address filled in. 3. Copy the command and run it in your terminal. It looks like this: ``` claude mcp add --transport http rookery \ https://your-rookery-address/mcp \ --header "Authorization: Bearer rk_…" ``` 4. Ask Claude something like "What's waiting in my Rookery inbox?" ## Connect another client Point it at `/mcp` on your Rookery address, and send your key in the `Authorization: Bearer` header. The server uses Streamable HTTP. ## What the assistant can do The tools it sees depend on what the key may do: - **Read:** `list_conversations`, `get_conversation`, `list_mailboxes`, `list_tags`, `search_documents` - **Work on conversations:** `add_note`, `set_status`, `tag_conversation`, `assign_conversation` - **Draft or send replies:** `reply`, `request_documents` ## Good to know - Your assistant joins your team as an agent, named after the key. Its notes and drafts show that name. - With **Draft replies**, its replies wait in **Needs your yes**, just like Quill's. - With **Send replies**, its replies go out after a 10-minute undo window. - The same 120-requests-a-minute limit applies as for the API. - Revoke the key in **Settings → API** to cut the assistant off at once. > **Coming soon:** signing in without a key header, for apps that can't send one, like custom connectors in Claude on the web.