Use scheduled creation

Scheduled creation automatically creates a daily or weekly report from transcripts within a selected period. Use it for recurring reports, project updates, and risk reviews.

Note

Scheduled creation is currently offered as a free trial.

Start scheduled creation

1. Open Dictionaries & Formats

Select Dictionaries & Formats in the sidebar and open Scheduled creation.

2. Choose a format

Choose a standard format, or select New format under Custom to create one for your team. Each team can create up to five custom scheduled formats.

3. Set the schedule

Select Edit from the format preview. Under Creation schedule, set the frequency, start time, transcript creators, and reporting period.

The selected time is when creation starts. The file may take some time to finish.

4. Set an email notification (optional)

Enter an address under Email notification (optional) to receive the completed report. A verification email is sent the first time you use an address. Leave it blank to skip email notifications.

5. Run it on schedule

Turn on the status switch and select Save changes.

Turn the switch off and save your changes to stop future runs. Your settings remain available.

Test the result

After saving, select Test run to create one report with the current settings and review its status and result.

Notes

• Custom scheduled formats are managed separately from regular custom formats.
• Word and Excel scheduled formats are not available yet.
• Deleting a format also deletes its saved schedule. Files already created remain available.