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Room automations

Every agentic room comes with a set of default automations that turn a meeting into outputs without anyone lifting a finger. The room Owner switches them on or off; everyone else in the room sees which ones are on.

The default automations​

AutomationWhat it does
Record meetingsStart recording as soon as a meeting begins
Save the recordingKeep the file in this room afterwards
AI transcribeTurn what was said into text
AI minutesSummarise decisions after each meeting
Assign tasksTurn action items into tasks with due dates
Email the minutesSend them to everyone who attended
Sprint boardLet the agent manage sprints and tasks
Meeting botSend the bot to meetings on your behalf

They build on each other: AI minutes needs AI transcribe, Assign tasks needs AI minutes, and Email the minutes needs AI minutes.

How to switch a default automation on or off​

  1. Open the room, select More, then Automations.
  2. Under Default room automations, use the switch beside the automation.
  3. For Sprint board, choose Auto, Manual or Off.
note

Only the room owner can change these. Other roles see each one marked On or Off.

How to use the AI minutes settings​

The same switches live in the room's AI minutes settings, under Automation:

  1. Open the room's AI minutes and select the settings button.
  2. Under Automation, switch Auto-record (online rooms — Start when 2+ people join), AI transcribe, AI minutes, Assign tasks and Email minutes on or off.
  3. Set the sprint automation mode: Manual (asks for confirmation before applying each action), Semi-auto (status change and complete actions applied automatically) or Auto (all actions applied automatically without confirmation).
  4. If the room is connected to Jira, switch on Jira backlog to send action items to Jira.
tip

Select Turn on on the Autopilot card to switch on AI transcribe, AI minutes, Assign tasks and Email minutes at once, with the sprint automation on Auto. The card then reads Running on autopilot.