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Filters

Scope an automation to the media it should touch by filtering on folder, tags and media properties like type, language and duration.

Updated View as MarkdownAsk ClaudeOpen in ChatGPTllms.txt

A filter decides which media qualifies before the action runs, so a sales-call scorer never touches your research interviews.

The AI Summary automation on its canvas in Speak with a filter added between the trigger and the AI Chat step. The filter card reads Only continue if, above a line telling you to add conditions in the panel. The Filter panel on the right sets Match to AND of the conditions, offers an Add condition button, and notes that the flow carries media and transcript so only matching fields are offered. The footer reads 0 conditions and AND beside a Done button.

What you can filter on

  • Folder: the most common scope. The automation only sees media in the folders you pick.
  • Tags: run only on media carrying, or missing, a tag.
  • Media properties: type, language, duration, and other attributes of the file.

Filters combine, so “in Sales Calls, tagged inbound, longer than 5 minutes” is one filter set.

Why filters matter more as you grow

Without filters, every automation sees everything, and the second team to adopt Speak AI breaks the first team’s workflow. Scoped automations are what let one workspace run many workflows side by side. Set the folder filter on day one, even when the workspace is small.

Want a hand scoping yours? Book a free consult.

Related: Automations · Triggers · Actions

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