Sembly supports outbound Automations for Transcription, Meeting Notes, and Tasks. The integrations are enabled via HTTPS POST requests to a configurable endpoint with configurable field names containing relevant data for each content item (Transcription, Meeting Notes, or Tasks). This guide is tailored for developers interested in building custom adapters in their local environments to receive and process this data.
Important Notes:
- Personal Automations can be configured independently by each user in Sembly. Only that user’s meetings (i.e., the completed meetings in that user’s “My Meetings” view) are in scope and will be processed by that user’s automation
- If multiple users who attended the same meeting each configure an integration, the integration will be triggered multiple times (once for each user)
- Workspace-level Automations can be configured by Workspace Admins with meeting scope over all meetings that occur in their workspace
- All outbound integration POST requests are triggered after the meeting is fully processed by Sembly, and there may therefore be a delay between the end of the meeting attended by Sembly or a completed upload of a recording and the triggering of the integration request
- For Notes and Transcription, there is one POST request at the end of a meeting or recording
- For Tasks, there are multiple POST requests, one for each task item generated in the meeting
Creating a new Automation
To create a new Custom Automation in Sembly, follow the next steps:
- Login to Sembly and select My Automations or Workspace Automations on the sidebar menu
- Select the tab Custom and + New Automation. You can connect 10 tools to your workspace
- Then choose what exactly you want to export: Notes, Transcription, or Tasks
- In a new window, apply filters and the automation rule. The automation rules are:
- Apply to all meetings- will export all meetings in the workspace;
- Apply to meetings with keywords in the title - paste the keyword and click Enter;
- Apply to meetings with a specific type - the templates of the Meeting Notes that AI recognizes automatically;
- Apply to meetings with the specific owner - usually the meeting organizer, or if the organizer doesn't have an account, the owner will be selected randomly;
- Apply to meetings if specific Team - click here to learn about Teams.
- In the Destination field, paste the URL, which will receive a POST request from Sembly in your system
Understanding the POST Request
When you set up a custom integration in Sembly, the platform will send a POST request to the specified endpoint URL. The body of this request will be a JSON payload containing the data you've chosen to export (Meeting Notes, Transcription, or Tasks). To successfully receive data from Sembly, ensure your endpoint is capable of handling POST requests.
JSON Payload Structure
Depending on the type of data you've chosen to export, the JSON structure will vary:
Meeting Notes & Transcription: The payload will contain details of the meeting, including participants, date, and the content of the notes or transcript.
Tasks: Each task will be pushed individually. The payload will contain task details, such as title, description, and due date.
Testing Your Integration
Before fully enabling your custom integration:
- Set up a test environment to validate the incoming data
- Use the button Test to simulate POST requests from Sembly and ensure your system processes the data correctly
Enabling your integration
After you tested the integration and your system properly received the test data from Sembly and configured the automation rule you need (disabled, all meetings I have access to, meetings with keywords in the title), save your integration by clicking Complete.
Now, you’ve set up custom integration successfully and can wait for data coming into your system after the next meeting is processed by Sembly.
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