Workflows

Workflows automate how recordings move through your team — routing to transcribers, assigning by priority, or triggering on status changes.

Opening Workflows

Open Workflows from the sidebar (/workflows). Use the Approvals tab (/workflows?tab=approvals) to review pending workflow approval steps.

What workflows do

Workflows run automatically when configured triggers fire. Common uses:

• Route urgent recordings to a specific transcriber group
• Assign new queue items using round-robin across a team
• Trigger actions when a recording status changes
• Run scheduled checks on queue health

Triggers

All triggers support filters for priority, template, and author.

Steps

The primary step type is Route — conditional assignment based on recording fields:

• Match rules on priority, status, group, and other fields
• Assign to a specific user or group
• Round-robin distributes work evenly across group members

Building a workflow

1. Open Workflows → New workflow
2. Name the workflow and choose a trigger
3. Add trigger conditions (optional)
4. Add a Route step with assignment rules
5. Save and enable

Test with a manual trigger before relying on automatic triggers in production.

Approvals

Some workflow steps require human approval before proceeding. Check the Approvals tab for pending items and approve or reject each one.

Related

• Transcriber queue
• Groups
• Analytics → Workflow efficiency