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To automate the placement of categories for incoming emails, go to the rules drop-down menu. A rule is an automated process that determines if an email matches certain criteria. To create a rule, go to manage rules and alerts, select new rule, choose apply rule on all messages, specify criteria such as the sender's email address (e.g., Jasmine Kovac at Waimea.com), and decide how to categorize the email (e.g., as client X). This process helps organize emails more efficiently.