Automations

Automations help reduce repetitive manual work inside Delve by automatically taking action on coverage based on rules you define.

Instead of manually reviewing every article that enters your Inbox, you can create workflows that automatically:

Track articles
Archive articles
Apply tags
Trigger alerts

The goal is simple: save time and streamline your daily workflow.

How to Access Automations

Click the gear icon next to your Project name to access Project Settings
Scroll down to the Automations section

From there, you can:

View existing automations
Edit current workflows
Create new automations from scratch

Creating a New Automation

When creating an automation, you can name the specific workflow and choose from four action types:

Track

Automatically tracks articles that match your rules.

Tag

Automatically applies labels or tags.

Alert

Triggers notifications based on your criteria.

Automations work using filters — similar to the filters you already use in Inbox and Tracker views.

Track Automations

You can automatically track incoming coverage by building rules based on:

Publication lists
Keywords in titles
Language
Country
Media type

You can also stack conditions together.

For example:

Track articles if:
- They’re from your Tier 1 publication list
- AND the title contains your CEO’s name
- AND the title contains terms like “controversy”

You can also use inverse logic like:

Is not from Tier 1
Does not contain specific terms

This gives you a lot of flexibility in how coverage is processed automatically.

Automating Archive Workflows

You can also use automations to archive coverage.

For example:

Automatically archive coverage that:
- Is not from priority publications
- Doesn’t meet your criteria
- Represents recurring low-value noise

This helps reduce Inbox clutter and speeds up review workflows over time.

Tag Automations

Tag Automations automatically apply metadata to articles after they’ve been tracked.

Because the automation happens after analysis is complete, you have access to a much richer set of filters and conditions.

What You Can Automatically Apply

You can automatically tag articles with:

Source
Label
Article type
Original language
Country
Media type

This is especially useful for organizing coverage at scale without needing to manually edit articles one by one.

Available Filters for Tag Automations

You can trigger tag automations using:

Publication lists
Key messages
Topics
Source
Label
Article type
Original language
Country
Theme
Readership
Sentiment
Title keywords
Media type

For example:

You could create a rule that says:

If an article:

Has high readership
Includes the CEO’s name in the title
Has negative sentiment

Then automatically apply the label:

“Crisis”

This allows you to create highly structured workflows around your most important coverage.

Alert Automations

Alert Automations allow you to send Slack notifications automatically based on coverage activity.

There are two types of alert workflows:

Inbox Alerts

Get notified when something lands in your Inbox.

Post-Tracking Alerts

Get notified after an article has been tracked and analyzed.

Important: The Slack channel must already exist before configuring alerts.

Inbox Alert Filters

For alerts triggered when coverage enters Inbox, you can filter by:

Publication lists
Original language
Country
Title keywords
Media type

This is useful for high-priority monitoring before articles are even tracked.

Post-Tracking Alert Filters

Once an article has been tracked, you can create much more advanced alert logic using:

Publication lists
Key messages
Topics
Source
Label
Article type
Original language
Country
Theme
Readership
Sentiment
Title keywords
Media type

Because the article has already gone through analysis, these alerts can be highly specific and insight-driven.

For example:

You could create a Slack alert when:

A negative article
From a Tier 1 publication
Mentions your CEO
And contains a specific key message

This allows teams to react quickly to meaningful coverage without manually monitoring Delve all day.

Why Automations Matter

Automations aren’t meant to replace human judgment — they’re designed to remove repetitive steps.

Saving even a few minutes per day adds up significantly over weeks, months, and quarters. One pro tip: Setting up dialed tracking automations + alerts enable you to receive realtime alerts for complex things like topic mentions or key messages pulling through.

The more refined your searches and rules become, the more valuable automations become.

FAQs

1. What actions can Automations perform?
Automations can automatically track, archive, tag, or alert based on rules you define.

2. What filters can I use in an Automation?
You can use publication lists, title keywords, language, country, region, and media type filters.

3. Can I combine multiple rules together?
Yes. You can stack multiple conditions to create highly specific workflows.

4. Can I automate article tracking?
Yes — this is the most common use case. Articles matching your rules can automatically move into Tracker and begin analysis.

5. Can I automatically archive low-priority coverage?
Absolutely. Many teams use automations to reduce Inbox noise by archiving non-priority coverage automatically.

6. Can I use “is not” logic in automations?
Yes. Automations support inverse logic like “is not from Tier 1” or “does not contain.”

7. Do automations replace Inbox review entirely?
Not necessarily. Most teams use automations to streamline workflows while still reviewing important coverage manually.