---
title: "Automations"
description: "Chain a trigger, conditions and actions on a visual canvas so work runs on every new recording without anyone starting it."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.speakai.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Automations

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.

![The Automations list: instant AI-prompt automations scoped to a folder](/help/media/automations/automations-index.jpg)

Every automation is three decisions:

- **[Trigger](/help/automations/triggers/)**: when it runs: each new file in a folder, a schedule,
  or an [inbound webhook](/help/automations/inbound-webhooks/) from another tool
- **[Filter](/help/automations/filters/)**: which media qualifies, so a sales-call scorer never
  touches your research interviews
- **[Action](/help/automations/actions/)**: what happens: run an AI prompt, write fields, send the
  result somewhere

## Create an automation

1. Open **Automations** in the sidebar and select **New automation**.
2. Choose the trigger. *Instant (run on each new media)* covers most workflows.
3. Scope it with filters: folder, tags, or media properties.
4. Add the action. An AI prompt with [variables](/help/automations/variables/) fills in each file's
   own transcript and fields.
5. 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](https://calendly.com/speak-ai/consult?utm_source=docs&utm_campaign=consult)
and we'll build it with you on your own data.

---
Related: [Triggers](/help/automations/triggers/) · [Filters](/help/automations/filters/) ·
[Actions](/help/automations/actions/) · [Variables](/help/automations/variables/) ·
[Inbound webhooks](/help/automations/inbound-webhooks/)

Source: https://docs.speakai.co/help/automations/index.mdx