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If you find yourself constantly tagging the same type of content or wanting to hide irrelevant articles, there’s an easier way. Meltwater’s Automation lets you teach the platform what matters to you, so it can take action on your behalf going forward.

 


🛠️ Step 1: Open the Automation Tab

In Meltwater, go to the Content section in the left-hand navigation bar, then click into Automation.

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This is your Rules dashboard where you can see any existing rules, who created them, and when they were last edited.

 


Step 2: Click “Create Rule”

Hit the purple Create Rule button to launch the setup. This will open a simple pop-up where you’ll name your rule and write a quick description.

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You'll also select if the rule applies to:

  • Saved Search Results in Explore
  • or Owned Social Accounts Engage
     

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🔍 Step 3: Set the Criteria

Choose what content should trigger your rule:

  • No Criteria – apply the rule to every new result
  • Mentions keywords – only when specific words or phrases appear
  • Does not mention keywords – when certain words or phrases are missing

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Then enter your terms (if needed) and move on to actions!

 


Step 4: Choose the Action(s)

Now tell Meltwater what to do when your conditions are met. You can choose:

  • Apply a Tag (e.g. “Risk,” “Leadership Mentions" or “Customer Feedback”)
  • Change Sentiment
  • Hide the Mention (from Monitor, dashboards, and reports)

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💡 Pro Tip: You can combine actions! One rule can tag, hide, and change sentiment all at once.

 


✅ Step 5: Click Create

Once everything looks good, hit Create to activate your rule! It will run automatically from that moment on, sorting future mentions that match your rules.

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Want to See It in Action?

Join our upcoming Product Hour: Getting Started with Digests, Alerts & Monitors where we’ll show a live walkthrough of rules-based automation and how it ties into real-time monitoring.

Let us know what topics you’re using Meltwater to automatically tag!

 

Interesting, thank you! 


Hi ​@Cris Rice 

This could potentially solve an issue I’m dealing with right now about closed captioning for broadcast mentions, giving some bizarre versions of a name that we track. It would help to track those mentions while not having to completely redo the search, which I would rather keep as is. I’d like to see it in action. The product hour you mentioned - is that the one this evening (U.S. time zones), or is there another one?


@Will Swope Yes, that’s the right workshop! We run it monthly, but feel free to join our upcoming Customer Office Hours (every Wednesday @ noon ET) we’ll take a look at your account together and help you get everything set up.


@Cris Rice Tonight’s workshop will be a great learning session. From there, I’ll work with it over the next few days. As soon as I can make one of those Wednesday sessions I’ll bring my questions and know you and your team will have some great insights and guidance!


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