How to add a new automated project (Transcription)

  1. From the home screen of your account, select the client you want to add a new automated project for.

  2. Open the project (report or dashboard).

  3. Select Automations from the Builder Menu on the right.

  4. Click the Add New tab.

  5. Enter the recipient email address (can be more than one email address).

  6. Add the email subject.

  7. Select the sending email address from the drop down menu.

  8. Enter a message in the Message text box, if required.

  9. Set the automation date range.

  10. Set the sending time.

  11. Set the sending frequency.

  12. Click Add Automation.

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