Automations automatically perform actions after your meetings–like sending notes to Slack, updating your CRM, or extracting details from a call.
How they work
Every automation has two parts:
Conditions (when to run): filter by tags, meeting name, participants, invitee emails, or invitee email domains. You can combine conditions with "and"/"or" logic. If you don't set any conditions, the automation runs after every meeting.
Actions (what to do): one or more things that happen after the meeting. You can chain multiple actions in a single automation.
Available actions
Creating an automation
Select Automations from the left and click New automation.
Add conditions to limit which meetings trigger the automation, or leave it empty to run after every meeting.
Add one or more actions.
Give your automation a name and select Create.
By default, automations run automatically. You can also disable auto-run and trigger them manually, run them on past meetings, or share and enable them for your workspace.