Create and edit workflows in Dragon Copilot

Create workflows in Dragon Copilot to automate tasks by using your voice. Just create a sequence of steps, assign a spoken command, and let Copilot handle the rest.

Create a workflow

  1. Under Settings , select Library > Workflows.
  2. Select New item.
  3. Edit the name. The default name is New item.
  4. Add a Spoken form. This phrase is what you say to run the workflow.
  5. Add a Description, if desired.
  6. Add steps. Choose actions, such as Open app, Wait, Enter text, Press a sequence of keys, or Run voice command. See list of steps for more information on each.
  7. Select Save.

Tip

  • Workflows might seem complex at first, but starting small makes all the difference. Begin by identifying simple, repetitive tasks, like opening a frequently used app, typing a common phrase, or using a keyboard shortcut, and create a workflow to handle it with a single voice command.
  • Each workflow you create saves time and reduces clicks. Just speak and let Dragon Copilot do the rest.

Run a workflow

In Dragon Copilot, you can run workflows by using a voice command, a keyboard shortcut, or a PowerMic/SpeechMike button.

Important

To use keyboard or microphone buttons, your admin must turn on the feature in the Dragon admin center.

Use a voice command

To run a workflow by using a voice command, simply turn on the dictation microphone and say the spoken form. Dragon Copilot performs the steps and displays a success message or alerts you if something needs attention.

Use a keyboard shortcut

  1. Go to Settings > General > Keyboard shortcuts.

  2. Under Workflow keyboard shortcuts, select Add keyboard shortcut.

  3. Pick a workflow from the list or start typing to search.

    Filter by Favorites if you want a shorter list.

  4. Then, enter the shortcut you want to use.

To run the workflow, just press your shortcut. Dragon Copilot will perform the steps and display a success message or alert you if something needs attention.

Note

  • Each workflow can only have one shortcut assigned.
  • To remove a shortcut from a workflow, select the three vertical dots icon (⋮) next to it and choose Remove keyboard shortcut.

Use a PowerMic or SpeechMike button

  1. Select the microphone icon (top right).
  2. Under Mic buttons > Button actions, choose the button you want to set up.
  3. Select Run workflow, then choose your workflow.

To run the workflow, press the assigned button.

Tip

You can assign the same workflow to multiple buttons if you like.

Edit a workflow

  1. Under Settings , select Library > Workflows.
  2. Select the workflow you want to edit.
  3. Make your changes. You can also update the spoken form you say to trigger the workflow, if you want.
  4. Select Save to apply your updates.

Note

You can only edit workflows that you create. If someone shares a workflow with you and locks it, you can't modify it.

Introduction to workflows

Step types for Dragon Copilot Workflows

Press keys shortcuts for Dragon Copilot workflows

Recognizing icons in Dragon Copilot

Resources