Miscellaneous
Classify
Gives every record a category, by rules you can read. AI can draft rules for what is left; you keep, change or delete them.
| Port | Side | What it carries |
|---|---|---|
records | In | The records to categorise — bank transactions or ERP rows. |
records | Out | The same records, each with a category; the ones no rule caught are left blank. |
What you choose
The rules. Rules sit on the left of the card, categories on the right, joined by lines, so you can see several rules feeding one category at a glance.
A rule is literal: description contains SPOTIFY. It names the column, how it matches and the exact characters. Add conditions with ＋ and; all of them must hold. As you type, the card says how many records the rule would catch before you commit to it.
Rules run top to bottom, and the first that matches wins, so every record belongs to exactly one rule. Drag to reorder.
Three bands
| Band | Who wrote it | When it runs |
|---|---|---|
| Global rules | Anyone in your company | First, in every flow |
| This node's rules | You, on this card | Next |
| Shipped with Fluidly | Fluidly | Last — salaries, interest, bank fees, tax |
Drag a rule into the global band to use it across the company; changing a global rule afterwards asks first, because every flow will feel it. Each band can be ignored with its own switch. Rules that name a column this data does not have are counted, not shown.
Every rule wears the initials of whoever wrote it.
What is left
The bottom of the card is no rule matched: the records nothing caught, grouped by similar description and ranked by value. This is the part to work on. Click one to start a rule from it — the card proposes the text and you name the category.
Coverage is given twice — share of records and share of value — because they differ. A rule can catch a sixth of the rows and half the money.
With AI
Use AI to suggest rules sends the unmatched descriptions to Claude, which drafts rules for them. They arrive as ordinary rules on this card, with your initials: readable, changeable, deletable. AI never writes a global rule — only a person can move one there. The rules then run without AI, so the same records always get the same categories.
The button needs a Claude API key, which a team admin adds under team settings.
Example
Bank Account → Classify → Category: transactions sorted into your own categories, and the Category filter shows how much went where — in your company's words, not the bank's.