Installation

AirMarshal is currently available for Windows. Download the installer from the Dashboard and follow these steps.

System Requirements

• Windows 10 or Windows 11
• Microsoft 365 or Outlook.com email account
• Internet connection
• Claude API key from Anthropic (or Claude Pro/Max subscription for OAuth)

Installation Steps

1. Download the installer from the Dashboard
2. Run AirMarshal-Setup-x.x.x.exe
3. Follow the installation wizard
4. AirMarshal will launch automatically and appear in your system tray

AI Configuration

AirMarshal uses AI to analyze your emails. As a beta user, you have three options:

Option 1: Claude API Key (Recommended)

AirMarshal uses Claude AI to analyze your emails. You'll need an API key from Anthropic:

1. Go to console.anthropic.com
2. Create an account or sign in
3. Navigate to API Keys and create a new key
4. Copy the key (you won't be able to see it again)
5. In AirMarshal Settings, select "Claude API Key" as your AI provider
6. Paste your key and save

First Run Setup

After installation, AirMarshal will guide you through setup with an interactive tour.

Interactive Onboarding Tour

On first launch, AirMarshal shows an interactive walkthrough that:

• Guides you through each section of the app
• Highlights important features with spotlight effects
• Explains Dry Run mode and how to stay safe
• Ends on the Settings page where you'll configure your accounts

You can restart the tour anytime from Settings > Help > Restart Tour.

Step 1: Sign In with Microsoft

1. Go to Settings and click "Connect" under Microsoft Graph
2. A device code will appear prominently in the Settings page - click the code to copy it to your clipboard
3. Your browser should open automatically. If not, click the "click here to open" link below the code
4. Paste the code on the Microsoft sign-in page
5. Sign in and grant the requested permissions

Permissions Explained

Step 2: Configure AI Provider

AirMarshal needs an AI provider to analyze your emails. You have two options:

Claude API Key

1. Go to the Settings page
2. Under AI Provider, select "Claude API Key"
3. Paste your API key from console.anthropic.com
4. Click Save

Claude OAuth (Experimental)

If you have a Claude Pro or Max subscription, you can use OAuth to authenticate without an API key:

1. Under AI Provider, select "Claude OAuth"
2. Click "Connect" and sign in with your Claude account

Step 3: Verify Connection

The Dashboard should now show:

• Your email address under "Connected Account"
• "AI: Connected" status
• Processing status: "Paused" (waiting for rules)

Next: Creating Your First Rules

Creating Rules

Rules tell AirMarshal how to handle your emails. Write them in plain English - no complicated syntax required.

Rule Basics

Go to the Rules page and type a rule in natural language. AirMarshal understands context, so be as specific or general as you like.

Example Rules

Rule Tips

• Be specific - "Move emails from amazon.com" is clearer than "Move shopping emails"
• Use exceptions - "Move X except when Y" helps avoid false positives
• Start simple - Add one or two rules, observe the results, then add more
• Check Dry Run results - Review what AirMarshal would do before enabling real actions
• Need help? - Click "Ask Marshal for help" next to the rule input to open Marshal Chat with a rule-writing prompt. If you've started typing a rule idea, Marshal will use that as context.

Available Actions

Dry Run Mode

Dry Run mode lets you see what AirMarshal would do without actually making changes. It's enabled by default for safety.

How It Works

When Dry Run is enabled:

• AirMarshal processes emails and decides on actions
• Actions are logged to the History page with a "Dry Run" badge
• No actual changes are made to your emails
• You can review each action and approve or reject it

Reviewing Dry Run Actions

1. Go to the History page
2. Look for entries marked "Dry Run"
3. Review what action AirMarshal wanted to take
4. If correct, click Accept to learn the pattern, or Accept & Execute to also apply the action immediately
5. If incorrect, click Teach to correct it and create the right pattern

Disabling Dry Run

Once you're confident in your rules:

1. Go to Settings
2. Toggle "Dry Run Mode" off
3. Click Save

Learning from Actions

AirMarshal uses a two-tier learning system. When the AI makes a suggestion, you can quickly approve it or correct mistakes to teach it the right behavior.

Two-Tier System

AirMarshal organizes learning into two tiers:

Quick Accept

For AI suggestions you agree with:

1. Go to the History page
2. Find an amber "Would Move" or "Would Flag" entry
3. Click the Accept button
4. The action is saved as a Tier 1 learned pattern

This is the fastest way to train AirMarshal - one click and it learns the pattern.

Accept & Edit

For more control over what AirMarshal learns:

1. Click Accept & Edit on any history item
2. Review the suggested action and folder
3. Choose what to learn:
   • This sender - Apply to all emails from this address
   • This domain - Apply to all emails from this company
   • Similar subjects - Apply to emails with similar topics
4. Click Confirm to save the pattern

Learning Scope

When using Accept & Edit or correcting an action, you choose how broadly the rule should apply:

You can also combine scopes — for example, "emails from acme.com with 'invoice' in the subject."

How Learning Works

When you approve or teach AirMarshal:

• A Tier 1 pattern is saved to the database
• Future emails matching the pattern are handled without calling the AI
• Tier 1 patterns take priority over Tier 2 AI rules
• History shows a green "Learned" badge for pattern-triggered actions
• The Dashboard stats update immediately to reflect the action

Rule Editing

Edit, delete, and apply rules directly from the Rules page - no need to manually edit files.

Editing Rules

Both Tier 1 learned patterns and Tier 2 AI rules can be edited directly:

1. Go to the Rules page
2. Find the rule you want to edit
3. Click the Edit (pencil) button
4. Modify the rule in the modal dialog
5. Click Save to apply changes

Editing Tier 1 Patterns

When editing a learned pattern, you can change:

• Pattern type - Sender, domain, or subject matching
• Pattern value - The text to match
• Actions - Select multiple actions with checkboxes:
  • Move to folder (with folder picker)
  • Flag the email
  • Mark as read
  • Delete
• Secondary condition - Add AND conditions for more specific matching

Editing Tier 2 Rules

Tier 2 rules from your AIRMARSHAL.md file can also be edited:

• Condition - The "if" part of the rule
• Action - What to do when the condition matches
• Folder - For sorting rules, the destination folder

Deleting Rules

To remove a rule you no longer need:

1. Find the rule on the Rules page
2. Click the Delete (trash) button
3. Confirm the deletion

Retroactive Rule Application

Apply rules to emails that are already in your inbox:

1. Find the rule you want to apply retroactively
2. Click the Apply Retroactively button
3. AirMarshal searches your inbox within the Historical Lookback period (configured in Settings) and shows a preview of matching emails
4. Review the list and click Apply to All
5. The rule action is executed on all matching emails

Compound Conditions

Create more specific patterns using AND conditions:

Compound conditions help avoid false positives by requiring multiple criteria to match.

Action History

The History page shows everything AirMarshal has done with color-coded entries for easy scanning.

Color Coding

History entries are color-coded to show their source:

History Entry Details

Each entry shows:

• Timestamp - When the action occurred
• Email details - Subject and sender
• Action taken - What AirMarshal did (or would do in Dry Run)
• Confidence - How certain the AI was (0-100%)
• Badges - "Dry Run", "Learned", or tier indicator
• AI Reasoning - Why the AI made this decision

Filtering History

Use the search and filter options to find specific actions:

• Search — Search by sender or subject
• Action Type — Filter by action type (moved, archived, etc.)
• Source — Filter by how the action was triggered: Rule, Learned, AI Decision, Pending, Dry Run, Approved, or Local Rule
• Date Range — Choose a time period or "Anytime" to search all history

Ask Marshal About an Action

Click on any action to expand its details, then look for the "Ask Marshal about this" link. This opens Marshal Chat with a pre-filled question about that specific email, including the subject, sender, and action type. Marshal will look up the full context and explain why the action was taken.

Taking Action on History

Teaching and correction buttons are available on all history entries, not just dry-run actions:

• Accept - Quick one-click approval, creates a Tier 1 learned pattern
• Accept & Edit - Review and customize the pattern before saving (choose sender, domain, or subject matching)
• Accept & Execute - For pending "Needs Input" actions: approve and immediately execute the suggested action on the email
• Teach - Correct a mistake by specifying the right action and create a new pattern
• Revert - Undo an executed action: moves the email back to its original folder, restores flag status, or restores read/unread state

Calendar Actions in History

Calendar invites show up in History with their own set of actions and badges:

• Pending calendar invites show with an amber badge and "Recommends: Accept/Decline/etc." text. You can click to choose a different action (Accept, Decline, Tentative, Propose New Time, Delete).
• Executed calendar actions show a colored badge (green for accepted, red for declined, yellow for tentative, blue for proposed new time, gray for deleted).
• Past events that have already occurred are logged with a gray "Past Event" badge — no action is taken.
• Rule auto-creation: When you execute the AI's recommended calendar action, a Tier 1 response rule may be auto-created. You'll see a green "Rule created" confirmation. If you chose a different action, you'll be prompted to create a rule for your preferred action instead.

After you execute a calendar action, the original invite message is automatically cleaned up (marked as read and deleted from your inbox).

Calendar Integration

AirMarshal can automatically handle calendar invitations — accepting, declining, proposing new times, or queuing them for your review.

How It Works

1. AirMarshal detects calendar invite messages in your inbox (meeting requests, updates, cancellations)
2. It checks your Tier 1 Calendar Response Rules first — instant handling without calling the AI
3. If no rule matches, it sends the invite to Claude AI with your availability, relationship context, and calendar rules
4. Depending on confidence and your Calendar Test Mode setting, it either takes action or queues for your review
5. The original invite message is cleaned up (marked as read and deleted) after any action

Calendar Response Rules (Tier 1)

Create rules in Settings to handle common invite types instantly without AI:

Each rule maps a situation to an action: Accept, Decline, Tentative, Propose New Time, or Delete. You can also add a response message template with variables like {organizerName} and {eventTitle}.

Available Actions

Propose New Time

When proposing a new time (either from a rule or manually from History):

• AirMarshal checks internal attendees' calendars for mutual availability (external calendars cannot be resolved)
• Time slots are searched starting from the original meeting time (or now, whichever is later) — never in the past
• Up to 5 available time slots are presented for you to choose from
• If no mutual availability is found, you can skip and decline instead

Calendar Test Mode

Calendar Test Mode works like Dry Run for emails — it logs what would happen without actually accepting or declining invites. This is independent from the email Dry Run toggle.

• Default: ON (safe) — calendar actions are logged but not executed
• Turn it OFF in Settings when you're ready for automatic calendar handling
• Even with Test Mode OFF, uncertain invites still queue for your review

Recurring Events

AirMarshal handles recurring events intelligently:

• Past instances are logged with a "Past Event" badge — no action taken
• Recurring invites are patched to the next upcoming occurrence before taking action
• Future conflict warnings: Up to 4 future occurrences are checked for calendar conflicts, shown in an amber "Future Conflicts" section in History

Learning from Calendar Actions

When you manually execute a calendar action in History:

• If you took the AI's recommended action and it had suggested a Tier 1 rule, the rule is auto-created
• If the AI suggested a different action, you're prompted to create a rule for your chosen action
• Rules you create this way appear in Settings > Calendar Response Rules and will handle similar invites automatically in the future

Marshal Chat

Marshal is your built-in AI assistant. Ask questions about your email processing, get explanations for actions, and manage your rules — all through natural conversation.

Getting Started

Open Marshal Chat from the Marshal link in the sidebar. You'll see a welcome screen with suggested questions to get started:

• "How many emails have you processed today?"
• "Show me my current rules"
• "What can you help me with?"

Type a message and press Enter to send. Press Shift+Enter for a new line. The input automatically re-focuses after each response so you can keep typing without clicking.

What Marshal Can Do

Marshal has access to your AirMarshal data in real-time. It can look things up and take actions on your behalf.

Read (Ask Questions)

Write (Take Actions)

Marshal can also make changes, but always asks for your confirmation first before modifying anything.

Action Offer Buttons

After Marshal answers a question, you may see clickable buttons below the response. These let you jump directly to the relevant page in the app:

These buttons appear automatically based on what Marshal looked up — no extra typing needed.

"Ask Marshal" Entry Points

You don't always have to start from the Chat page. Look for "Ask Marshal" links throughout the app:

• History page — Click "Ask Marshal about this" on any action to ask why that email was handled the way it was. Marshal will open with a pre-filled question that includes the email's subject, sender, and action type.
• Rules page — Click "Ask Marshal for help" next to the rule input to get help writing a rule. If you've already started typing a rule, Marshal will use that as context.

Conversation History

Your chat conversations are saved automatically. Use the clock icon in the top-right to browse past conversations, or click New Chat to start fresh.

• Conversations are titled automatically based on your first message
• Click any past conversation to resume it
• Hover over a conversation and click the trash icon to delete it

Tips

• Be specific — "Why was the email from [email protected] moved?" works better than "Why was that email moved?"
• Ask follow-ups — Marshal remembers the conversation context, so you can ask "What about last week?" after asking about today's stats
• Use the buttons — After getting an answer, click the offer buttons to jump to the relevant page and see the data yourself
• Start from context — The "Ask Marshal" links on History and Rules pages pre-fill your question with relevant details, saving you from typing everything out

Beta Program Guide

Welcome to the AirMarshal beta! Here's what you need to know about participating in the beta program.

What's Available

• Full email processing with Claude AI
• Natural language rule creation
• Dry Run mode for safe testing
• Learning from corrections
• Action history and auditing
• Calendar invite handling — auto-accept, decline, propose new times, response rules
• Daily AI-generated digest summaries
• Backup & restore for settings and patterns
• Auto-updates to latest beta versions

What's Coming

• Free built-in AI (no API key required)
• AI-directed tasks: compose emails, schedule meetings with automatic availability detection
• Manual time picker with availability visualization for calendar scheduling
• Auto-reply drafting
• macOS support

Beta Expectations

• Report bugs - Use the Feedback page or send logs from the app
• Share ideas - Feature requests are welcome
• Be patient - Beta software may have rough edges
• Keep updated - Install updates when prompted for bug fixes

Sending Logs

If you encounter an issue, sending logs helps us diagnose and fix the problem quickly.

How to Send Logs

From the App (recommended):

1. Open AirMarshal and go to Settings
2. Scroll to the Beta Feedback section
3. Optionally add notes describing the issue
4. Click "Send Logs"

From the System Tray:

1. Right-click the AirMarshal icon in your system tray
2. Select "Send Logs"

What's Included

Log files contain:

• Application logs (errors, warnings, debug info)
• Your rules configuration
• System information (OS version, app version)

Privacy Mode

When privacy mode is enabled in Settings, logs are automatically sanitized before upload:

• Email addresses - Replaced with [email]
• Email subjects - Replaced with [X chars]
• Display names - Replaced with [name]
• Folder paths - Replaced with [folder]
• Message IDs - Replaced with [id]

This preserves enough context for debugging while protecting your sensitive data.

Known Issues

Current known issues and limitations in the beta version.

Current Limitations

Recently Fixed

• v1.11.6 - Chat now auto-resolves stale email IDs transparently (no more "email not found" errors); never shows raw IDs to users; fixed search result truncation corrupting IDs on large searches; fixed auto-start on login
• v1.11.5 - Fixed Chat move/delete silently failing on stale email IDs; "Deleted Items" and other system folders now resolve correctly; Chat can delete emails and remembers email IDs for follow-up actions
• v1.11.4 - Fixed Chat email search failing; Chat no longer reports pending (unapproved) actions as executed; timestamps now display in your local timezone
• v1.11.3 - Marshal Chat can now read your emails — two new tools (search_emails and get_email_details) let Chat search your mailbox and read actual email content; especially useful for debugging why a rule didn't match a specific email; separate "Read email content" permission toggle in Settings
• v1.10.2 - Fixed folder cache lost after auto-update — all email moves were failing with "Folder not found" and routing to "Needs Input" after the v1.10.1 update; folder lookup now reloads persisted cache from disk after restart
• v1.10.1 - Fixed daily re-authentication regression — network resilience feature (auto-recovery from sleep/network loss) was missing from v1.10.0 build; engine now stays running with exponential backoff and auto-recovers when connectivity returns instead of requiring manual sign-in
• v1.10.0 - NEW: Marshal Chat — built-in AI assistant that answers questions about your email processing, explains why actions were taken, and helps manage rules through conversation; action offer buttons navigate to relevant pages (History, Dashboard, Rules); "Ask Marshal" links on History actions and Rules page; Source filter in History; improved chat text spacing and input auto-focus
• v1.9.14 - NEW: Network resilience — engine no longer stops when network drops (sleep, router reboot, etc.); stays running with exponential backoff and auto-recovers when connection returns; uses Electron powerMonitor for smart sleep/wake handling; orange "Network unavailable" banner in Dashboard; no more manual re-authentication needed after overnight disconnections
• v1.9.13 - Fixed compound rule folder names (e.g., "move to Inbox/Tickets | mark as read" no longer creates folders with invalid names); auth errors now show specific reasons (tenant policy, expired session, consent needed) instead of generic message; log uploads include auth diagnostics for easier tenant troubleshooting
• v1.9.12 - Fixed noreply/newsletter cross-domain matching — a rule for [email protected] was incorrectly catching emails from [email protected] (and any other noreply sender) due to a generic fallback that ignored domains; quoted sender addresses in rules now properly stripped; specific sender rules no longer trigger generic keyword fallbacks
• v1.9.11 - Fixed revert move re-processing (engine no longer picks up reverted emails as "new"); revert badge now shows gray "Reverted" label that persists across refreshes; fixed AI misclassifying emails with similar sender prefixes (e.g., Slack emails no longer matched to StatusCake rules just because both contain "noreply"); History shows full compound action strings; badge updates instantly on approve
• v1.9.10 - Fixed phantom folder creation (AI-suggested folders that don't exist are now routed to pending for user review instead of being silently created); fixed internal domain misclassification (internal senders like [email protected] no longer matched by "external sender" rules); added AI response logging toggle for easier diagnostics
• v1.9.9 - Fixed calendar invite showing as its own conflict — Exchange auto-creates a tentative entry when an invite arrives, and AirMarshal was reporting it as a scheduling conflict with itself; now only real conflicts are shown
• v1.9.8 - NEW: Calendar action teaching — auto-creates Tier 1 response rules when you execute the AI's recommended action; Propose New Time now searches from the event's original time (never in the past) and excludes external attendees from availability lookups; invite messages auto-cleaned (marked read + deleted) after calendar actions; fixed History badge still showing "Recommends: Review" after executing an action; fixed purple badge color on approved calendar actions; removed stale "Rule Used" and teaching buttons from already-executed calendar actions
• v1.9.7 - NEW: Dashboard activity chart showing emails processed vs actions taken throughout the day (15-minute granularity with hover tooltips); AI provider error detection with graceful degradation (learned patterns keep working, AI retries every 5 minutes, auto-recovers); Dashboard stats now refresh immediately after teaching actions; tooltips on all stats cards; fixed log uploads not including rules file content
• v1.9.6 - Daily digest no longer counts pending "Needs Input" suggestions as completed moves; auto-updater now uses focus-based check (updates proceed while you're in another app), no more 4-hour give-up (fixes stuck updates), and restores window position/page after restart
• v1.9.5 - "Needs Input" cards now show "Suggested move" instead of misleading "Moved to"; admin portal mobile layout improvements
• v1.9.4 - Tier color coding in History: learned patterns (Tier 1) now show green, sorting/calendar rules (Tier 2) show purple, with tier labels for clarity
• v1.9.3 - Fixed auto-update: app now quits cleanly for installer; no more false "Updated" notification when install fails
• v1.9.2 - NEW: Apply rule to other matching emails after teaching a correction; learning scope selector for precise rule targeting (sender/domain/subject); batch-apply now updates original records; fixed dry-run detection and rule attribution persistence
• v1.9.1 - Fixed teaching buttons showing "Accept & Execute" on already-executed actions; added revert-and-redo delta logic for editing executed actions; system tray menu overhaul with processing status and quick navigation
• v1.9.0 - NEW: Automatic silent updates - downloads and installs updates in the background with safety checks; preserves engine state across restarts; Settings UI for Automatic/Notify/Manual modes with preferred update hour
• v1.8.2 - Fixed "Emails Processed" counter to include all reviewed emails; fixed pending action badge showing "Moved" instead of "Needs Input"; added AI contradiction safety check
• v1.8.1 - Fixed dashboard stats showing zeros; improved Microsoft sign-in with visible device code modal
• v1.8.0 - NEW: Backup & Restore - create backups of your settings, rules, and patterns; restore from .ambu files; automatic daily backups; backup prompt when deleting profiles
• v1.7.10 - Dashboard tooltips explain counters, processing status with countdown, Top Destinations chart, fixed Daily Digest time range and "Reviewed" tracking
• v1.7.9 - Fixed folder cache persistence (no more resetting to 0), Accept & Execute now properly moves emails, "mark as read" works in learned patterns
• v1.7.7 - Fixed test mode settings not applied when resuming, "Do Nothing" now shows as "Reviewed", fixed duplicate history entries
• v1.7.5 - Fixed duplicate processing where reviewed emails were re-analyzed every poll cycle. Added "Accept & Execute" button for pending actions.
• v1.7.4 - Teaching from any action, Revert/Undo button, uncertain emails in History with "Needs Input" badge
• v1.7.3 - Fixed emails being lost when AI hits rate limit - they now automatically retry
• v1.7.2 - Fixed "object not found" errors when Outlook rules move emails before processing
• v1.7.0 - AI provider selection, improved error handling

Reporting New Issues

Found something not listed here? Please report it:

1. Use the Feedback page with type "Bug Report"
2. Include steps to reproduce if possible
3. Send logs from the app for technical issues

Frequently Asked Questions

Common questions about AirMarshal.

Troubleshooting

Solutions to common problems.

Dashboard

The Dashboard is your at-a-glance overview of AirMarshal's activity. It combines real-time processing status with historical statistics to show you exactly what's happening with your email.

Stats Cards

The top row shows four summary cards. Use the time range dropdown (Today / This Week / This Month / All Time) to change the period. Each card has a (?) tooltip icon that explains what it measures.

These numbers come from the action history database and persist across app restarts.

Today's Email Activity Chart

When viewing "Today", a line chart shows your email activity throughout the day in 15-minute intervals. Two overlapping lines tell the story of how useful AirMarshal is:

• Blue line — Emails Processed: Every unique email AirMarshal reviewed, including those left in your inbox with no action needed.
• Green line — Actions Taken: Only emails where AirMarshal did something meaningful (moved, flagged, deleted, or marked as read). Does not include emails that were simply reviewed and left alone.

The gap between the two lines represents emails AirMarshal reviewed but decided no action was needed — they were left in your inbox.

The chart uses your local timezone — the X-axis runs from midnight to midnight in your time, with labels at every 2 hours.

Today's Activity Counters

Below the chart, two counters show session-level totals:

• Emails Processed — Unique emails reviewed since the app started running today.
• Actions Taken — Total actions executed. This can be higher than emails processed because compound actions (e.g., "move to Newsletters | mark as read") count as multiple actions.

These counters are tracked in memory and reset when the app restarts. They are separate from the Stats Cards which are database-backed and always accurate.

Processing Status

A real-time status bar shows:

• When the last inbox check occurred
• How many emails were processed in the last poll
• A countdown to the next inbox check

Status Banners

The Dashboard shows contextual banners when something needs your attention:

Top Destinations

A horizontal bar chart showing which folders receive the most emails for the selected time range. This helps you see your email routing patterns at a glance and verify that rules are sorting to the right places.

How Reprocessing Affects the Dashboard

If you use the Reprocess feature (Settings > Reprocess Inbox) to re-scan older emails:

• Stats Cards — Use COUNT(DISTINCT email_id), so reprocessing the same email does not inflate the count.
• Activity Chart — Shows a spike at the time you reprocessed, which is accurate — it represents real processing work that happened at that moment.
• Emails already moved — If an email was already moved to its destination, it is logged as "already handled" and does not create a duplicate move action.

Stats Cards available since v1.7.10. Activity Chart available since v1.9.7.

Daily Digest

The Daily Digest is an AI-generated summary of everything AirMarshal did since the last digest, delivered automatically at your chosen time.

What's in the Digest

• Time period covered - From the last digest to now (no gaps between digests)
• AI-generated highlights - A natural language summary of key activity
• Action breakdown - Counts by type (moved, deleted, flagged, marked read, reviewed)
• Detailed lists - Every email acted on, grouped by action type
• Top senders - Which senders generated the most actions

Scheduling

By default, the digest runs automatically at 5:00 PM each day. You can change this in Settings:

1. Go to Settings
2. Find the Daily Digest section
3. Set your preferred digest time
4. Toggle the digest on or off

Manual Trigger

You can generate a digest at any time by clicking the Daily Digest button in the sidebar. If a digest was already generated today, it will be updated with the latest activity.

Digest History

AirMarshal keeps the last 14 days of digests. You can browse previous digests from the Digest page using the date selector.

Available since v1.7.10

Backup & Restore

AirMarshal can back up your settings, rules, learned patterns, and action history to a portable file, and restore them later.

What's Included in a Backup

• Settings - All your configuration (poll interval, confidence threshold, theme, etc.)
• Rules - Your AIRMARSHAL.md rules file
• Learned Patterns - All Tier 1 patterns you've taught
• Action History (optional) - Your full processing history
• API Keys (optional) - Your saved API credentials

Creating a Backup

1. Go to Settings
2. Find the Backup & Restore section
3. Choose whether to include History and API Keys
4. Click Create Backup
5. Choose where to save the .ambu file

Restoring from Backup

1. Double-click any .ambu file to open it in AirMarshal, or use Settings > Restore
2. AirMarshal shows a preview of what's in the backup
3. Select which sections to restore (settings, rules, patterns, history, API keys)
4. Click Restore to apply

Automatic Daily Backups

AirMarshal automatically creates a backup each day (alongside the daily digest). These are stored in your Documents/AirMarshal folder.

Available since v1.8.0

Settings

The Settings page lets you configure how AirMarshal processes your emails, when it runs, and how it behaves.

Processing Settings

Calendar Settings

Startup & Behavior

• Auto-start with Windows - Launch AirMarshal when you log in (default: on)
• Start minimized - Start in the system tray instead of showing the window (default: on)
• Notifications - Show desktop notifications for pending actions (default: off)

Daily Digest

• Enabled - Toggle automatic daily digest generation
• Digest Time - What hour to generate the digest (default: 5 PM)

Privacy

• Include email details in logs - When OFF, email subjects and senders are redacted in log files (default: off)

Auto-Updates

Updates are downloaded in the background and installed when you're not actively using the app. Your window position, current page, and engine state are preserved across restarts.

Accounts

Connect your Microsoft account and configure your AI provider (Claude API key or built-in AirMarshal AI for beta users).

Settings are saved automatically and persist across app restarts.

Themes

AirMarshal supports light, dark, and system-matched themes to suit your preferences.

Available Themes

Changing Themes

1. Go to Settings
2. Find the Appearance section
3. Select your preferred theme
4. Click Save

The theme change takes effect immediately - no restart needed.

Mailbox Folder Scanning

AirMarshal can scan your actual mailbox folders to suggest real folder names instead of generic ones.

Why Scan Folders?

When the AI suggests moving an email, it's helpful if it knows your actual folder structure. Instead of suggesting "Newsletters" (which might not exist), it can suggest "Marketing/Newsletters" (a folder you actually have).

How to Scan Folders

1. Connect your Microsoft account first
2. Go to Settings
3. Find Mailbox Folder Scanning
4. Click Scan Folders
5. Wait for the scan to complete

What Gets Scanned

• All your mail folders and subfolders
• Folder hierarchy (parent/child relationships)
• Folder names only - no emails are read