Help center · Automation & AI
How draft suggestions work
On-device match against your directory. Server does not see full lists.
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When a draft lands in the Extrack Automation inbox, the app runs on-device matching to suggest the most likely categories and people based on hints from the MCP client. Matches happen in your browser using fuzzy comparison against your own data; the MCP server never has your full category list or person directory. The matching utilities live in `resolveCategoryIdsFromNames` and `resolvePersonTagsForDirectory`.
Frequently asked
Why did the suggestion miss?
On-device matching is conservative — it only suggests when confidence is high. Ambiguous drafts show no suggestion; pick manually.
Can I improve suggestions?
They improve as your directory grows. Cleaner category and person names = better matches. Avoid duplicate-ish entries.
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