Sembly allows you to automatically send Tasks from your meetings to Todoist. This is useful for creating actionable tasks, setting reminders, and making sure follow-ups from your conversations are captured and tracked in your daily workflow.
Open your Sembly account, choose Personal or Workspace Automations in the left-hand menu, then the Native tab, as shown in the screenshot below.
Select Browse all apps. You will find Todoist in the Personal Productivity category, or simply use the search field.
In the next window, you can connect to the app, read the app description, and see what types of data can be pushed (in bubbles).
Once you click Connect, a new webpage will pop up asking you to log in to your Todoist account and confirm the connection.
After you connect the app, a green checkmark will appear. This means the app is connected.
Automation is a rule that specifies where you want to send meeting data from Sembly to another app. An app can have a set of Automation rules tailored to your use case. For Todoist, you can send tasks from Sembly, so you need to create one automation.
To add an automation, select the connected app and then click +New Automation in the pop-up, or click +New Automation and select the connected app on the page.
Type the automation name and customize the following fields:
Data Type - select what you want to push.
Filter - select whether you want to apply the Automation rule:
Apply to all meetings that I have access to - works for meetings where you received access before the meeting status is Completed;
Apply to meetings with keywords in the title - requires pasting those keywords into the specific field;
Apply to meetings of a specific team - requires selecting the team;
Apply to meetings with a specific type - requires selecting the meeting type (it's the same type you choose in the meeting as a specific template for Meeting Notes);
Apply to meetings of a specific Sembly owner - requires selecting the meeting owner, a person who is inside your workspace;
Disabled (manual only) - you can choose what data to send manually, available only for Personal Automations.
Destination - is predefined. Click Complete to save the automation.
For Todoist, a new project will be created called My Sembly Project. Tasks will be added to My Sembly Project with all the necessary fields included.
To disable Automation, simply click the toggle off on the relevant Automation, and it will be disabled. Also, you can Edit or Delete the Automation: near the toggle, click the three dots and choose the option you need.
To disconnect the app, click Todoist, then in the next window, click Disconnect.
