# Overview

## Organization & Workflows

Use this section to keep recordings organized at scale. Start with folders. Add triage rules and automations. Use labels and assignees to track ownership.

### Jump to

<table data-view="cards"><thead><tr><th>Topic</th><th data-card-target data-type="content-ref">Read</th></tr></thead><tbody><tr><td>Folders</td><td><a href="/spaces/fW6XSzJSKsNyZnOkSJPt/pages/w7zeeVrGkTUMzF4h6O5f">/spaces/fW6XSzJSKsNyZnOkSJPt/pages/w7zeeVrGkTUMzF4h6O5f</a></td></tr><tr><td>Recording triage</td><td><a href="/spaces/fW6XSzJSKsNyZnOkSJPt/pages/KwFNvQsjLFFayFoyr2sa">/spaces/fW6XSzJSKsNyZnOkSJPt/pages/KwFNvQsjLFFayFoyr2sa</a></td></tr><tr><td>Automations</td><td><a href="/spaces/fW6XSzJSKsNyZnOkSJPt/pages/mFP4lrdYS6555o2mBE01">/spaces/fW6XSzJSKsNyZnOkSJPt/pages/mFP4lrdYS6555o2mBE01</a></td></tr><tr><td>Labels &#x26; Assignees</td><td><a href="/spaces/fW6XSzJSKsNyZnOkSJPt/pages/utjL0VB63bGThfQulYdb">/spaces/fW6XSzJSKsNyZnOkSJPt/pages/utjL0VB63bGThfQulYdb</a></td></tr></tbody></table>

***

### What each feature does

#### Folders

{% hint style="info" %}
Available on all plans. Private folders require Plus, Pro, or Enterprise.
{% endhint %}

Use folders to group recordings and captures. Use them for teams, customers, or priorities. Add private folders for sensitive content.

Key capabilities:

* Public and private folders
* Recording folder types (received, sent, library, live)
* Pin and archive folders
* Move recordings in bulk

[Learn about folders](/organization-and-workflows/folders.md).

***

#### Recording triage (triage rules)

{% hint style="info" %}
Available on Pro and Enterprise.
{% endhint %}

Use triage rules to auto-route new recordings into the right folder. Rules run in priority order. The first match wins.

Key capabilities:

* Route by source, email, country, recording type, user, and audio status
* Combine multiple conditions (all conditions must match)
* Reorder rules to control priority
* Test a rule before enabling it

[Learn about recording triage](/organization-and-workflows/recording-triage.md).

***

#### Automations

{% hint style="info" %}
Available on Pro and Enterprise.
{% endhint %}

Use automations to trigger actions when something lands in a folder. This is where notifications and ticket creation happen.

Common actions:

* Email notifications
* Slack messages
* Webhooks
* Issue creation (Linear, Jira, GitHub, Trello)

[Learn about automations](/organization-and-workflows/automations.md).

***

#### Labels & Assignees

{% hint style="info" %}
Available on all plans.
{% endhint %}

Use labels to categorize. Use assignees to set ownership. Combine both for fast filtering and reporting.

Key capabilities:

* Custom labels with colors
* Multiple assignees per recording
* Filter views by label and assignee
* Assignment notifications

[Learn about labels & assignees](/organization-and-workflows/labels.md).

### A simple recommended workflow

```
Recording submitted
  ↓
Triage rule routes it into a folder
  ↓
Folder automation posts to Slack / creates a ticket
  ↓
Agent labels + assigns for follow-up
  ↓
Move to a “Resolved” folder when complete
```


---

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