About
The Automation Manager helps you automatically manage and process your media based on rules you define. You can use it to organize media, apply updates at scale, trigger agents for complex workflows, and monitor activity over time.
Automation Manager runs on a schedule, scans your media against defined criteria, and applies actions based on your rule settings.
This article provides a quick guide to the Automation Manager workflow. For step-by-step instructions, see the detailed articles linked in each section.
How Automation Manager works at a glance
Here is what you do:
- Create a rule.
- Define criteria to select media.
- Configure actions to apply.
- Review selected media (if required).
- Track activity using notifications and reports.
Access the Automation Manager
- Log into your Kaltura Management Console.
- In the top navigation menu, click the settings (gear) icon at the far right.
The Account settings page opens.
- Click the Automation Manager tab at the far right.
If you don't see the automation manager tab in your KMC, you need to enable it on your account. In addition, only users with certain roles can access the automation manager.
The Rules page displays. Here you can view any rules that have already been set up on your account.
Create and manage rules
Rules control when Automation Manager runs and how your media is handled. From the Rules page, you can create new rules or manage existing ones.
When creating or editing a rule, you configure:
- General settings – Rule name, owner, schedule, and review options
- Criteria – Which media the rule applies to
- Actions – What happens to selected media
- Notifications – When email notifications are sent
For the full guide, see Create and manage rules in Automation Manager.
Define criteria
In the Criteria tab, you select the conditions media must meet to be included in the rule. You can add multiple criteria. All criteria must be met.
For the full guide, see Define rule criteria for Automation Manager.
Configure actions
In the Actions tab, you define what happens to the selected media. Actions can include standard Automation Manager operations or triggering a preconfigured agent to run on the selected media.
For the full guide, see Configure rule actions for Automation Manager.
Set notifications
In the Notifications tab, you can configure email notifications for:
- After media is scanned
- Before actions run
- After actions are completed
For the full guide, see Automation Manager reports and notifications.
Manage rules
The Rules page is the main workspace in Automation Manager. It lists all rules on your account and lets you monitor their status and manage their settings.
Each rule appears as a row in a table with the following information:
- Name - name of rule
- Description - description of rule
- Created on - the date that the rule was created on
- Last run - the last time MR ran this rule
- Next run - the next scheduled date that MR will run this rule
- Status (enabled / disabled)
The columns are sortable by Name, Creation on, Last run, Next run and Status.
Each rule has a three-dot menu at the end of the row with the following options:
- Enable / Disable - Click to enable / disable the rule state.
- Edit - This directs you to the edit page of the rule profile.
- Delete - Click to delete an existing rule.
If you try to enable a rule that has no criteria, an error message displays: No criteria found for this rule. To enable, please define at least one criteria.
Review selected media
When a rule runs, selected media appears in the Review tab if approval is required.
From here, you can:
- Approve or reject actions
- Run actions immediately
- Search and filter selected media
For the full guide, see Review and manage media selected by Automation Manager.
Monitor activity with reports
Automation Manager generates reports each time it scans media or performs actions.
Reports help you:
- Track rule activity
- Review outcomes
- Export data for auditing or reporting
For the full guide, see Automation Manager reports and notifications.
