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How-to Articles | Sembly AI
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How-to Articles
How-to Articles
Here you'll find detailed step-by-step guides on the Sembly app
Getting Started
Updates to Sembly Plans (Effective March 1, 2026)
Free Trial Conditions
Resource Center
Meeting Recording and Uploading Basics
Invite Sembly with Connected Calendar
Immediate Sembly Invite
Audio Recorder for Offline Meetings
Upload Pre-recorded Meetings
Meeting Troubleshoot
Chrome Extension
Invite Sembly by Email
Record Hybrid Meetings Using Sembly
Record Webex (BETA) Meetings with Sembly
Sembly in the Meeting
Control Options for Sembly on a Call
Validate an Attendee as a Sembly Agent
Zoom Compliance Requirements for Sembly Agent on a Call
Waiting Time on a Call
Skip the Meeting, Let Sembly Attend for You (Proxy Attendance)
Add Key Items with In-meeting Commands
Manage Sembly Meetings
Meeting List
Meeting Statuses
Manage Meeting Transcription
Manage Speakers
Sembly Meeting Notes
Create Your Own Meeting Notes Template
Collections
Tasks
Meeting Access Levels
Share Meeting Between Users
Share a Meeting by Link
Restrict Access to a Meeting
Personal and Workspace Automations
Native Personal and Workspace Automations
Troubleshooting for Automations
Send Tasks Using Native Personal and Workspace Automations
Recording a HAR File for an Automation Troubleshoot
SharePoint Automation
Basecamp Automation
Microsoft OneDrive Automation
Zoho CRM Automation
Pipedrive Automation
Confluence Automation
Todoist Automation
Sembly MCP
Activate Sembly MCP
Manage Sembly MCP token
Configure Sembly MCP Server
Sembly MCP for Claude Code
Sembly MCP for Cursor IDE
Mobile App
Sign Up in Sembly Mobile App
How To Start Recording in Sembly Mobile App
Account Settings
Manage your Profile
My Calendars: Connect or Disconnect Outlook Calendar
My Calendars: Connect or Disconnect Google Calendar
Connect more calendars to Sembly (Apple, Yahoo and others)
Voice ID and Self ID
Email Aliases
Share Access to Meetings with your Teammates Automatically
Excluded Tags
Delete Your Account
Configure Exchange 2019 Calendar On-Premise
Agent Settings
Customize Sembly Agent
Video Recording
Delayed/Paused Recording
Manage Messages Sembly Sends to the Meeting Chat
Workspace Settings
Cancel Subscription
How Sembly Workspaces Work
Manage Members in Your Sembly Workspace
Choose Languages for your Sembly Meetings
Set Up Sharing Groups
Review and Export Audit Logs
Create Teams in Sembly
Buy Credits for Upload Limits
Upgrade your Plan
Deletion Purge and Retention Options
Add New Payment Method
Semblian 2.0
Semblian 2.0 Activation
Semblian 2.0 My AI Chats Overview
How to use Semblian 2.0 My AI Chats
Generate Artifacts (AI-generated documents)
Generate Insights
Workspace Analytics
Workspace Meeting Analytics
Philips Products
How To Start Using Sembly with Your Philips SmartMeeting Device
How To Start Using Sembly with Your Philips VoiceTracer Device
Sembly in Microsoft AppSource
Add Sembly App to Microsoft Teams
Sign In to Sembly in MS Teams
How To Start Using Sembly App in Microsoft Teams
Share & Download Options for a Meeting
AI Meeting Chat "Ask Sembly"
Key Items
Check Highlights
Save to My Bookmarks
Leave a Note
Delete a Meeting
View Failed Meetings
Salesforce Automation
ClickUp Automation
HubSpot Automation
Send your Tasks to Teams Planner
Set Up Automation Reports
Zapier Shortcuts for My Automations
Set Up Custom Personal Automations
Set Up Custom Workspace Automations (Webhook-based)
Example of Zapier Setup for Transcripts
Example of Zapier Setup for Meeting Notes
Example of Zapier Setup for Tasks
Troubleshooting Guide for Native Automation Failures
Troubleshooting Guide for Custom Automation Failures
Guide to Outbound Personal and Workspace Automations in Sembly for API Integrators and Custom Adapter Developers
Workspace Level Email Notifications
Custom Vocabulary
Set Up Custom Single Sign-On (SSO)
Secure Authentication with SSO-Only Login
