Email Tagging Syntax

You can use the following syntax to tag notes in email subject lines:

• [TICKER] for example [AAPL US]
  Multiple tickers can be comma separated or put in their own set of brackets. Either [AAPL US, FB US] or [AAPL US] [FB US] are valid
• [Company name] for example [Apple]
• [Pipeline: Project] for example [Ideas: Apple 2018]
• [Field: Value] for example [Note Type: Meeting]or [Effective Date: 02/09/2026] or [Contacts: Bipsync CSM]

You can also (in some circumstances) prefix with the "+" character to create new tags, for example:

• [+Company: New company name] would create a new company named "New company name"
• [+Label: New label] would create a new label named "New label"

The format of this syntax is also configurable, so for example you could use () rather than []