This feature is only available to users with Admin permissions and an active Business licence. If you don’t see automation settings, check your role or contact your workspace administrator.

By the end of this guide, you'll know how to configure meeting automations using triggers and actions to reduce manual work and improve visibility across your organization.

Before getting started, make sure you have:

Every automation follows a simple rule:

👉 WHEN a condition is met (trigger)

👉 THEN an action runs automatically

Example:

WHEN a demo call is recorded → THEN generate insights and share them with the Sales folder.

Think of automations as guardrails that ensure important conversations never get lost.

Triggers define when the automation runs. Selecting the right ones prevents noise and keeps data useful.

Runs the automation for every meeting.

Common uses:

Filters let you build highly targeted workflows by combining conditions.

Trigger based on internal vs external meetings.

👉 Helps separate customer conversations from team syncs.

Filter by the team that recorded the meeting.

👉 Example: Trigger automation only for CS calls.

Ideal for persona-based workflows.

Examples:

Automate based on how meetings are organized.

Example folders:

👉 Great for pipeline-based automation.

Trigger workflows when specific words appear in the meeting title.

Refine automation behavior using logical operators:

Example:

Meeting type = External AND Folder = Sales

Only customer-facing sales calls trigger the automation.

Actions define what happens automatically once the trigger is met.

Choose carefully — strong automations create leverage, while too many create noise.

Automatically joins and records the meeting.

Why enable it:

👉 Recommended for demos, onboarding calls, and enterprise conversations.

Records meetings only when someone from your company organizes them.

✅ Reduces legal risk

✅ Protects customer trust

✅ Avoids recording meetings where you're just invited

👉 Highly recommended as a default setting.

Automatically sends recordings or notes to selected people or channels.

Typical uses:

Automatically organizes meetings into the correct folder.

Why it matters:

👉 A strong folder structure is key to scaling.

This option allows you to personalize the overview of each call based on your selected criteria.

Note: This feature is insight-based, not template-based.
This means you will need to add each insight individually.

Analyzes meetings and extracts key information such as:

👉 Turns conversations into data your team can act on.

Tip: Start with high-value calls before expanding.

When this option is enabled, it prevents members from modifying or overriding the automation with their own personal settings. In other words, the automation becomes mandatory and applies consistently across all users. This ensures standardized behavior, avoids configuration conflicts, and guarantees that the defined process runs exactly as intended without individual custom adjustments interfering with it.