--- title: "Native Personal and Workspace automations" description: "" url: https://help.sembly.ai/en/articles/96-native-personal-and-workspace-automations collection: "Personal and Workspace automations" updated: 2026-10-22 language: en --- # Native Personal and Workspace automations With Automations, you can export Meeting Notes, Transcriptions, and Tasks to other tools. You can set up an automatic export or send your data manually to the destination app by clicking the **_Zap_** button inside the meeting. > **Info:** Each plan includes a set number of automation rules you can create. The Basic Free Trial allows 1 rule, while Basic supports up to 3. Pro users get 5 rules per user, and both MAX and Enterprise plans allow up to 20 rules per user. To complete the connection, you need to set up an Automation Rule. Later, if you wish to export data manually, you can switch the automation toggle off, which disables the automation but leaves the integration behind the **_Zap_** icon inside every meeting. ## My Automations > **Success:** PLAN: BASIC FREE | BASIC | PRO | MAX | ENTERPRISE LEGACY PLAN: PROFESSIONAL | TEAM | TEAM PLUS My Automations is designed to send Meeting Notes, Transcriptions, and Tasks to other tools for your personal use. You can find your personal Automations in the left-side menu of the Sembly webapp. There are **Native**, **Custom**, and **Zapier** Automations. In this article, we discuss only **Native Automations**. Check out our articles about [Custom automations](https://help.sembly.ai/en/articles/183-set-up-custom-personal-automations.md) or [Zapier templates](https://help.sembly.ai/en/articles/182-zapier-shortcuts-for-my-automations.md) for webhook-based automations. **MCP** is also available in My Automations. An agent can retrieve a list of meetings, Key Items, Tasks, and Meeting Notes. ![](https://staticfiles.gleap.io/ghelparticle/3NTip5z8gAW99HpvFpC404KqYEe6H4EX17FoIF46TGvV2w2sWaixGPBm2dCkRwqerng4OQAUyrE.png) ## Workspace Automations > **Success:** PLAN: PRO | MAX | ENTERPRISE LEGACY PLAN: TEAM | TEAM PLUS Unlike Personal Automations, Workspace Automations allow you to send Tasks, Transcripts and Meeting Notes from each meeting of your workspace to other tools. You can find your Workspace Automations in the left-side menu of the Sembly webapp. There are **Native** and **Custom** Automations. In this article, we cover only **Native** **Automations**. You can read about [Custom Automations](https://help.sembly.ai/en/articles/184-set-up-custom-workspace-automations-webhook-based.md) in our article. > **Info:** Only Workspace Admins can manage Workspace Automations. ![](https://staticfiles.gleap.io/ghelparticle/2iho7TRr7W4Lo71P43uZLyaF90I5CIThfTZSV5o88YgVTeCBXB9sNGmTe9HvggRMDDSJnWCBYoU.png) If you need time to edit meetings before automatically pushing any data, set a delay for the export. The settings apply to all automations you set up in the Automations section, including those in the [**Custom** tab](https://help.sembly.ai/en/articles/184-set-up-custom-workspace-automations-webhook-based.md).  ![](https://staticfiles.gleap.io/ghelparticle/4Bd4GomQboZaqguUlrpuZzc2oJEFtQV7oq0sdajYXKwlWYZ59BTetHondsDoxmX0gKOoAntIx52.png) You can choose the time zone to ensure the correct time in Automations sent to your preferred app. By default, this setting is set to Auto, which means a time zone will be picked from your browser. ![](https://staticfiles.gleap.io/ghelparticle/Mwa7Wa7DBs4j6Nzd7fZzywaMU68tvsteJhmEua0yQkT8bKYNYkOUg9X7hMykIXaagouo3pnJFJn.png) ## How to find the app 1. Open your Sembly account, choose Personal or Workspace Automations in the left-hand menu, then the **Native tab,** as shown in the screenshots above. 2. Select **_Browse all apps._** ![](https://staticfiles.gleap.io/ghelparticle/JoNFEJwBbqgjgERRkG4rIZdbmejpYYimWdtMunEAPsSokYJQ05VKz79BupyvBF5IwlfisfyTjFS.png) 3. Then, you can find the tool by category or simply find it using the Search field. ![](https://staticfiles.gleap.io/ghelparticle/w9NAUURD158g0563IlDqD297ug0dCpCvKQkmmyce8JnVp8O2ZZNdkY5VySfod5lnw1edbZnIGaI.png) ## Connect App All apps can be connected in the same way. To establish a connection, please follow the steps described below: 1. Open **My or Workspace Automations**, find your app, and click on it. ![](https://staticfiles.gleap.io/ghelparticle/5YhluW6A0isHQfm3Kx8QlZYGKrHn91OLziEjecNKqdvca4eYYzOfw4dVw1NvWM4OOexELb1zkQw.png) 2. In the next window, you will be able to connect to an app, read its description, see which types of data can be pushed (in bubbles), and return to the menu with other apps. ![](https://staticfiles.gleap.io/ghelparticle/PYyODQrNbZmuGJnUJEcF7DNJF4018FgMWbftT4OEmyJG3BrOM4y4wiCn53Ld8RBqTGVGrV5jbBe.png) 3. Once you connect an app, you will see the green checkmark confirming a successful connection. ![](https://staticfiles.gleap.io/ghelparticle/lrMx6Jv11RN2U4OVEgsXDPpgpwTA7My5me4W1p7by2SdQaINOYkicsuXXMC3roJrbisgHJd6Rav.png) ## Add a New Automation To enable Automations, you’ll need to create a rule that defines how meeting data should be transferred to your connected app. Each automation rule consists of three key components: 1. **Data Type** — specify what type of meeting content to send. 2. **Filters** — narrow down which meetings to include based on parameters like title, meeting owner, or participants. 3. **Destination** — choose where in the connected app the data should be sent. For most CRMs, this is automatically mapped to the appropriate section, such as the Contacts area. You can create multiple automation rules for a single app based on your needs. For example, if you want to send Notes and Tasks from Sembly to two different boards in Monday.com, you'll need to set up two separate automations — one for each content type. 1. To add a new rule, click **_+New Automation_** and select the connected app from a dropdown. You can also access this button by clicking a connected app. ![](https://staticfiles.gleap.io/ghelparticle/mMUxgtxvhYREKp8TU8VYplwPXRogzHXedAJerlYk27O23hMeY4ZpOgjI8EXaQJOlVcY5JvKElKx.png) 2. Enter the Automation name and customize the following fields: - **_Data Type_** - select what you want to push: Meeting Notes, Transcripts, or Tasks - **_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;](https://help.sembly.ai/en/articles/126-create-teams-in-sembly.md) - _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)_ - available only for Personal Automations. - **_Destination_** - select where Meeting Notes, Transcriptions, or Tasks will land. Here, you can either choose a destination from the dropdown immediately or you need to prepare a place to store data beforehand. We list apps and their specifics in the table below. 3. Click **_Complete_** after setting up the automation. After your meeting is complete, Notes or Tasks will be automatically sent to the final destination. ![](https://staticfiles.gleap.io/ghelparticle/cH1HKJ1omzfdlp3LHj2vJAxp362Gn4hK8Qd7qAUUP7BwqENGOHkWyKwfWtPLJsd7umZ4WEnJPIN.png)

App

Destination Specifics

Monday

Add API token; create a board where insights will be stored

Notion

Create a database where insights will be stored

Jira

Enter your Jira Cloud Site

All CRMs

Destination is defined automatically. Meeting data will be sent to Contacts, Deals, Companies, or similar sections in your CRM

Google Sheets (Workspace Automations)

Choose one person from your workspace to create and manage this Automation, as meeting data will be sent to the Automation creator's Google Sheets

## Manage Automation If you wish to disable Automation, just click the toggle off on the appropriate Automation, and it will be disabled. Also, you can **Edit** or **Delete** the Automation: near the toggle, click three dots and choose the option you need to use. ![](https://staticfiles.gleap.io/ghelparticle/vVZrBf6nIr7fhi7sXGBTmPZmSqGmatYZAbaCRn2rCvOU2FmMe7Dmb9dBz27D0HOgehoX4jTlPaa.png) ## Disconnect App To disconnect your app, you just need to click on the appropriate app and in the next window, click **_Disconnect._** ![](https://staticfiles.gleap.io/ghelparticle/wkVvUS3QE9Dg5ojZkGt2I66WWB2EwoAA7h5hiygPSlsag2Yn2PlYScvsaIkfA4ibD0d28aGnzgO.png) > **Info:** Note that if you disconnect the app, Automations will still be active until you delete them as well. But don’t worry, Meeting Notes, Transcriptions, or Tasks cannot be sent if the app is disconnected, even if the Automations are active. ## Push data to the app manually Manual sending is available only for Personal Automations. Only apps connected in **My Automations** will appear under the **_Zap_** icon in meetings for manual export. ### To push Notes manually: 1. Open your meeting and click the **_Zap_** icon in the upper-right corner. ![](https://staticfiles.gleap.io/ghelparticle/ElyG0oT41NWe6Q02B35WquF2sY3UK8LMzIm2faa8JhQcIOAlSXcMBJTiMN7oV2gaCIt5cm8mbui.png) 2. Select the destination where Notes will be sent by clicking **_Post Meeting Notes to …_** 3. That’s it! Go to the app and check the results. ![](https://staticfiles.gleap.io/ghelparticle/4gikDogE6MbOoX9UQeQDmRo5Vy1RRHKkaE9T5xEWjB0xZbXYMCj0iBUxjZGV2n8GuefgiFs7VbW.png) ### To push Tasks manually: 1. You can quickly send the task from the **Tasks** tab in the meeting or from the **My Tasks** menu on the left by clicking the **_Zap_** icon, then choosing the app. ![](https://staticfiles.gleap.io/ghelparticle/JM9aLc4eJXLPP1Fz01at1mhMn2tlB8T1nlFkmFcQKpHjSQknjQlgYQcSvGlY8IGcpKNgcKQZXhI.png) 2. Select the destination where Tasks will be sent by clicking **_Post Tasks to …_** 3. The task will appear in the app immediately, with all additional info, such as a deadline and the assignee. ![](https://staticfiles.gleap.io/ghelparticle/ugk3dbk3bImvg3d7CPq5qxoqZl7aCJ72x4POwWXfOAmGN7UUN9BGQc8XjFVle8HuSUSJXdvNeCe.png) ### To push Transcription manually: 1. Open your meeting and click the **_Zap_** icon in the upper-right corner. ![](https://staticfiles.gleap.io/ghelparticle/AtQsSlVNnYt67kiCbNSS07vGyKUsn4fWkGfgbdxdAZeHtG42PCSMXZfyzHq7aSxOrmej6tkmxI8.png) 2. Select the destination by clicking **_Post Transcription to …_** 3. Go to the app and find a file. ![](https://staticfiles.gleap.io/ghelparticle/i9rfV6S5i5WTiPdokPLFbbDzDwVu4fbIjFlDdBSGySXP8URstHJRe1puqy0sGZ9BOfPuwTLwgT5.png) > **Info:** Transcriptions are pushed as .txt files to the final destination. ## Disable Personal Automations on a Workspace level You can disable Personal Automations in the Workspace settings if you do not want your colleagues creating individual automations beyond the one you created for the whole workspace. 1. Log in to your account and click **Settings** under **_the gear icon_** at the bottom left. 2. Click **Details** in the context menu on the left. 3. In the **Automations** section, enable or disable personal automations in your workspace. ![](https://staticfiles.gleap.io/ghelparticle/T5eMAAK7DW8zdVKoEQ2UXAMApvNzsUuJsdEf7W7ewEPq2sEzItemZJKKPq7F9SNHnS0YHNsCakL.png) > **Info:** Please note that regular users cannot modify the settings, which are turned on by default. ## Available native Automations  If the app you wish to connect to isn't on the list, or you would like to set up a different configuration, you can use Custom Automations to connect via webhooks. If you experience trouble connecting one of our native automations, please refer to our [Troubleshooting for Automations](https://help.sembly.ai/en/articles/117-troubleshooting-for-automations.md) guide. For setting up Custom Automations, use the [Set up Custom Automations](https://help.sembly.ai/en/articles/184-set-up-custom-workspace-automations-webhook-based.md) guide.

App Name

What Sembly Sends

Google Sheets

Meeting Notes, Tasks

Dropbox

Meeting Notes, Transcription

Google Docs

Meeting Notes, Transcription

Google Drive

Meeting Notes, Transcription

Microsoft OneDrive

Meeting Notes, Transcription

Microsoft SharePoint

Meeting Notes, Transcription

Microsoft Teams

Meeting Notes, Transcription

Slack

Meeting Notes, Transcription

Airtable

Meeting Notes, Tasks

Confluence

Meeting Notes, Transcription

Asana

Tasks

Basecamp

Meeting Notes, Tasks, Transcription

ClickUp

Meeting Notes, Tasks, Transcription

Clockify

Tasks

Jira

Tasks

Linear

Tasks

Monday.com

Meeting Notes, Tasks, Transcription

Notion

Meeting Notes, Tasks, Transcription

Teamwork

Meeting Notes, Tasks, Transcription

Trello

Tasks

Wrike

Tasks

Everhour

Tasks

Google Tasks

Personal Tasks

MeisterTask

Tasks

Microsoft To Do

Personal Tasks

Todoist

Tasks

HubSpot CRM

Meeting Notes, Tasks, Transcription

Salesforce CRM

Meeting Notes, Tasks, Transcription

Attio CRM

Meeting Notes, Tasks, Transcription

Capsule CRM

Meeting Notes, Tasks, Transcription

Close CRM

Meeting Notes, Tasks, Transcription

Copper CRM

Meeting Notes, Tasks

Freshsales CRM

Tasks

Microsoft Dynamics 365 CRM

Meeting Notes, Tasks, Transcription

Pipedrive CRM

Meeting Notes, Tasks

Pipeliner CRM

Meeting Notes, Tasks

Teamleader CRM

Meeting Notes, Transcription

Zoho CRM

Meeting Notes, Tasks