An automation does work you’d otherwise repeat by hand, like scoring a call, extracting fields, or sending a notification, on its own: either the instant new media arrives or on a schedule across your library.
Every automation is three decisions:
- Trigger: when it runs: each new file in a folder, a schedule, or an inbound webhook from another tool
- Filter: which media qualifies, so a sales-call scorer never touches your research interviews
- Action: what happens: run an AI prompt, write fields, send the result somewhere
Create an automation
- Open Automations in the sidebar and select New automation.
- Choose the trigger. Instant (run on each new media) covers most workflows.
- Scope it with filters: folder, tags, or media properties.
- Add the action. An AI prompt with variables fills in each file’s own transcript and fields.
- Turn it on. The list shows every automation’s run count and status; toggle any of them off without deleting.
What teams automate first
- Score every sales call against the same rubric, the moment it lands
- Extract the same 10 fields from every customer interview
- Route recorder submissions: transcribe, summarize, and file them by answer
Want a second pair of eyes on your first workflow? Book a free consult and we’ll build it with you on your own data.
Related: Triggers · Filters · Actions · Variables · Inbound webhooks