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Banking Updates

Finance

Prompt

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Create a category for banking emails, bank account changes, bank confirmations, payment files, transaction queries, direct debit updates, bank mandate updates, and emails from banks or finance teams about business banking. Include emails about account access, payment runs, failed payments, and bank statement queries. Do not include general bank marketing or promotional emails.

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Need help creating your own categories?

We can help you set up categories that match how your team works. If you’re not sure what to create, or how to word your category prompts, talk to us and we’ll help you get started.

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