Auto-sorting files recordings into collections automatically, based on keywords in the meeting title. Set it up once at the workspace level and it applies to everyone — no one has to remember to move anything.
Rules only apply to members who have access to the selected collection.
Members without access will keep their meetings unsorted.
Set up your rules
1. Go to Workspace settings → Auto-sorting.
2. Toggle Enforce auto-sorting rules workspace-wide.
3. In Keyword, type the word to look for in meeting titles.
4. In Match title, choose how it should match. Contains keyword catches the word anywhere in the title, which is what you want most of the time.
5. In Save to collection, pick where those recordings should go.
6. Click + Add keyword for each additional rule.
Already have personal rules? + Import all personal rules copies them over instead of retyping.
Rules are checked top to bottom, so drag the more specific ones higher — otherwise a broad keyword like Sales catches your Sales demo meetings first.
What your team sees
While workspace rules are on, members' personal rules pause. They show as Personal (Inactive) in their settings with a note explaining why, and resume automatically if you turn enforcement off. Nothing is deleted.
If you have any questions, feel free to reach out to our support team at [email protected]!