Create Teams in Sembly

Teams are intended to support the routing of meeting data to the apps connected through Automations. 

As soon as you create a Team in Settings, you will be able to add it as a filter to any Workspace Automations and add as a Team badge for any scheduled meeting. Each Team has dependencies between people added to it, meetings they arrange, and filters added in automations. 

Only Workspace Admins can create and manage Teams. All Workspace members can join or leave any created Team on their own. 

Create and Manage Teams

1. To create a Team, go to Settings -> Workspace Teams. Click the Create Team button

   

2. In the popup, specify Team Name and Description. Click Create
3. In the Teams list, click Manage
4. In the Members tab, click Add Members and pick people from your workspace who belong to this particular team. Use search to find them quickly. Next to each team member in the appeared list, you will see three dots. Click them to remove a person from the Team if you add someone by mistake

   

5. In the Settings tab, you can edit Name and Description, and delete a Team completely

My Team

1. To check the Team you belong to, go to My Profile, and scroll down to the Team section

   

2. If you are not yet a part of any team, click Join, then pick a group from the list and click Join one more time
3. To review the Team you belong to, click Details. You can see who else joined it. Click the Leave Team button if you don’t want to be a part of this team. If you want to join another team, leave this first and then join another one

   

Teams and Automations

As Teams are created in your workspace, you can now add them as filters in Workspace Automations to optimize automatic export.

1. Open Workspace Automations, click Edit next to existing automation or add a new one by clicking + New Automation

   

2. On the next page in the second step, select  Apply to meetings owned by a specific team, then pick a team below, click Done

   

3. Finish editing by clicking Complete or add other steps and then save

After you save this automation, data from future meetings recorded by anyone from this team or data from future meetings with a particular Team badge will be pushed to the chosen destination.

Teams and Meetings

The final step in the routing of Sembly post-meeting results is adding a Team badge for scheduled meetings. Based on your use case, you either need to choose a badge or leave it without changes.

Everyone who has edit access to the meeting can add a Team badge to a meeting. By adding a badge to a SCHEDULED meeting, you trigger the Automation rule, which sends Notes or Tasks to the final destination. 

If you are the meeting organizer and a part of the particular Team, that was added as a filter to any Workspace Automations, you don’t need to choose a Team badge in a meeting. Set badges only if a meeting organizer doesn’t belong to your Team in Sembly, but you want Notes or Tasks from this call to be sent through Automations to any preferred tool. 

While changing the team assigned for a recurring meeting, you can automatically apply the new corresponding team to:

• This Meeting;
• This and all future meetings from the series.

Add a Team badge when a meeting has SCHEDULED status in Sembly. It means you have to set this badge before the call begins. Badges can be added ONLY to meetings recorded by Sembly agent.

If you upload or record a meeting in your account, Sembly treats you like a meeting organizer. To push meeting data using automations with Team filter, make sure you joined the particular Team.

Usecase to Clarify How Teams Can Be Used in Your Workspace

To better understand how Team works, let’s check on the particular case. Company X created a “Y” Team with 5 members in their account in Sembly. They want to send Notes from this “Y” Team calls to the Monday app. Usually, anyone from this Team schedules calls, but sometimes company’s customers can also schedule calls that relate to this “Y” Team, and Notes from these calls should also be sent to the Monday app. How Sembly works in this case: