Set Up Todoist Automation

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.
 

How to find Todoist

1. Open your Sembly account, choose Personal or Workspace Automations in the left-hand menu, then the Native tab, as shown in the screenshot below

   

2. Select “Browse all apps”

   
   

3. Then, you can find Todoist in the Personal Productivity category or simply find it using the “Search” field

   

    

   Connect Todoist App

To establish a connection, please follow the steps described below:

1. Open Personal or Workspace Automations, find Todoist, and click on it

2. In the next window, you will be able to connect to the app, as well as read the description about this app and see what type of data can be pushed (in bubbles)

   

3. Once you click "Connect", a new webpage will pop up offering you to choose which Todoist account you want to connect your Sembly account to

   

4. After choosing your Account, you will be asked to Agree to provide Sembly access to your Todoist account

   

5. Once you choose your account and Workspace, and connect the app, you will see the green checkmark. This means that the app is connected

   

Add Automation

Automation is a rule that contains specific information about the place you want to send meeting data from Sembly to any other app. One app can have a set of Automation rules based on your use case. For Todoist, you can send Tasks from Sembly to a new tab. Therefore, you need to create 1 automation - for Tasks.

1. To add 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

   

2. Enter the Automation name and customize the following fields:

• Data Type - select what you want to push. In this case, it will be Tasks

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• 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 - required to paste those keywords into the specific field;
  • Apply to meetings of a specific team - required to select the team;
  • Apply to meetings with a specific type - required to select 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 - required to select 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 for Todoist Automations

For Todoist, there will be a new Project created, named My Sembly Project. The Data destination are predefined as follows:

Tasks – created as tasks in the My Sembly Project, enriched with all necessary fields.

Manage Todoist 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.

Disconnect Todoist

To disconnect the app, you just need to click on Todoist, and in the next window, click Disconnect