How to use automations in Speak AI
What are automations?
Automations let you set up workflows that run automatically without manual intervention. For example, you can automatically run an AI Chat prompt on every new recording, export transcripts to a specific format, or send results to Slack.
Types of automations
Instant automations
These trigger immediately when something happens:
New media uploaded: Run an AI Chat prompt as soon as a file finishes transcription
Media analyzed: Export or send results when analysis completes
Recording received: Process embeddable recorder submissions automatically
Scheduled automations
These run on a recurring schedule:
Run a summary across all files in a folder every week
Generate a weekly report of key insights
Export new transcripts daily
Setting up an automation
Go to Automations in the sidebar
Click Create Automation
Choose your trigger (instant or scheduled)
Select the folder to monitor (or all folders)
Choose your action:
Run AI Chat prompt: Enter the prompt you want to run on each file
Export: Choose format and destination
Send to Slack: Post results to a Slack channel
Field mapping: Extract specific data fields
Save and enable the automation
Use cases
Meeting teams: Auto-generate meeting minutes and action items for every recorded call
Researchers: Automatically extract themes and sentiment from every interview
Podcasters: Generate show notes and social media quotes from every episode
Customer support: Analyze call recordings for sentiment and escalation signals
Sales teams: Extract key objections and follow-up items from sales calls
Managing automations
From the Automations page, you can:
Enable or disable individual automations
Edit triggers, actions, and schedules
View automation history to see what ran and when
Delete automations you no longer need
Questions about setting up automations? Send us a message and we can help you design the right workflow.