Meeting Automations

Set smart preferences for your meeting recordings and automate the post-meeting process for seamless sharing to your channel and colleagues.

Natalie Pabón avatar
Written by Natalie Pabón
Updated over a week ago

Previously, you were able to set smart recording preferences to determine which meetings Rewatch will automatically record. Until now, Rewatch only provided options for meeting organizers to choose to record only internal meetings, only external meetings, or both. Now you can take this to the next level with Automations!

Automations allow you to set up specific rule-based Filters that match against your meetings, going beyond the existing internal/external settings. Automations can then take configurable Actions, like sharing the meeting recap and publishing the recording to your channel.

Every user of Rewatch can set up their own Automations. Channel administrators can set up Automations for the entire channel, or specific groups of users.

When transitioning to Automations, your auto-record settings (both internal and external) will be preserved and continue to function as normal. You can always modify, or create new Automations to meet your needs as they evolve.

Automations are composed of Filters and Actions. Filters determine which meetings are affected, and actions determine what happens to those meetings. You can add as many filters and actions as you need. At any point, you can preview how the Automation will affect your calendar by reviewing the Meetings Preview section below your automation steps. Let’s take a closer look at the building blocks.


Use filters to select the right meetings based on Title, Invitees, and meeting Organizer. You can combine filters, but the automation will only trigger when all filter conditions are met.

Titles can be filtered based on the presence or absence of words you specify. For example, you could create an automation to record all meetings with “1:1” in the title, and set them to be privately shared with the invitees.

Use Invitee filters to handle internal meetings different from those with external participants. Internal meetings are considered to be any meeting where all invitee email addresses use the same domain as yours. External meetings are those where at least one person doesn’t use the same email domain as yours. For example, at Rewatch, an internal-only meeting would be one where each invitee has a email, whereas an external meeting could be one where someone has an email like or

Use Organizer filters when you want to treat meetings you organized differently from those organized by another person — inside or outside your company. For example, you might want to record sales calls that you organized, but not those organized by a co-worker that you’re sitting in on.

Calendar Preview

As you make changes to the Filters, you can get a live update on how they will affect your future meetings in the Meetings Preview section of the page.


Once you’ve selected your Filter(s), you can select the Action(s) you’d like the automation to complete based on the meetings that meet the conditions of your Filter(s). These actions allow you to Add to collections that have already been created in your channel, Set visibility to specific conditions for those meetings, and Share with invitees after the meeting has ended.

Add to collections shows you a drop-down list of your channel’s collections that match the title as you type in the search box. This lets you automatically organize your channel as your meetings are imported. If the meetings matching this filter should be added to more than one collection, you’re able to add as many as you need to this list! For example, you could add a sales call to a collection with all your sales calls, as well as another that includes all calls with the prospect or customer.

Set visibility controls who will be able to view the imported meeting - Published will make it available to view in listings, search, collections, across the channel. Private will restrict the meeting to secret collections and specified people based on your preference.

A meeting might match based on the filter settings for multiple Automations.

When a meeting matches multiple Automations with different visibility settings, we take a cautious approach: An Automation that sets a meeting to Private will override one that sets a meeting to Published.

In another scenario, if one or more of the Automations sets the meeting to Published, but others do not use Set visibility, the meeting will be published to the channel and collections specified in those Automations.

Share with invitees will send invitees an AI-generated meeting recap and grant access to the meeting and its transcript. This Action allows you to specify if you’d like it to apply to All invitees in the event, only Internal invitees from your team, or only External invitees to ensure that you keep your external guests in the loop.

Channel or Group Automations

The administrators of your channel can create automations for the entire channel, or groups that you might be a part of. They will appear on your Meetings page, and can be disabled for individual meetings or your entire calendar.

Overriding and Disabling Automations

You can always override automations for a specific meeting, or disable an automation altogether for either a specific meeting or your entire calendar.

Overriding a specific meeting

When you’d like to override the details of how an automation is applied to a specific meeting, you can:

  1. Navigate to your Meetings page on the left-hand navigation.

  2. Find the specific meeting to override.

  3. Click on the “Automated” link for that meeting row.

  4. Review and modify the details of how that meeting will appear after recording.

Disabling for a specific meeting

When you’d like to disable recording and subsequent automation steps for a specific meeting, you can:

  1. Navigate to your Meetings page on the left-hand navigation.

  2. Find the specific meeting to override.

  3. Toggle the recording switch for that meeting row to off.

Disabling an automation for your entire calendar

When you’d like to temporarily disable an automation for your entire calendar, you can:

  1. Navigate to your Meetings page via the left-hand navigation.

  2. In the sidebar, locate the Automation you’d like to disable.

  3. Toggle the Automation’s switch to off.

Automations as an Admin

Set Up an Automation for your Channel or Groups

From the Admin Console, Admins will be able to create new automations and distribute them to your team’s channel or specific groups within or outside of your organization.

Here’s how you set one up:

  1. Navigate to the Automations tab via the left-hand sidebar navigation

  2. Click the New Automation button on the top-right

  3. Select who this automation should apply to on the right-hand side of the page. Options include: Inactive (handy when drafting an automation), a Specific group of people (for rolling out to part of your organization), or All channel members.

Channel and/or group members can disable these automations for themselves within select meetings or their entire calendar at any time.

Consult the information in Automation Building Blocks above to learn how to craft your Automation. Once saved, it will apply to the entire channel or groups you’ve selected.

When an automation is distributed to a group or the entire channel, affected members will be notified and informed about the automation’s details.

Remove Distribution or Delete an Automation

From the Admin Console, Admins are also able to disable or delete Automations that are active on the channel or applied to specific groups.

Here’s how you can achieve this:

  1. Navigate to the Automations tab via the left-hand sidebar navigation

  2. Locate and click on the Automation you’d like to remove.

  3. On the bottom-right of this page, press the Delete button. You will see a notice indicating that proceeding will disable auto-record for all meetings.

  4. Click Delete automation to confirm.

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