Folder Automation automatically applies default settings when creating notes and handles automatic document generation and sharing when recording ends for all notes within a specific folder. You can fully automate all processes for regularly recurring meetings.
Helpful in these situations:
When you want to pre-fill note titles and attendee information for recurring project or team meetings
When you want specific meetings to automatically generate your preferred custom document templates
When you want notes to be automatically shared to external services (e.g., Slack) after meetings end
Note: Only available in folders you created or where you've been invited as an editor.
Location: [Select desired folder from folder list > Edit folder > Automation settings]
You can specify settings to automatically apply to notes created in this folder.
Set the default title for new notes.
Set attendees to automatically add when creating notes.
Select custom document templates to automatically generate when recording ends. You can select multiple custom document templates.
Configure channels to automatically share to after recording ends. See the Share Automation documentation for detailed information.
When creating notes in folder: Auto-fill note title and attendees
When recording ends: Generate custom documents → Auto-share