Set Up Confluence Automation

Sembly allows you to automatically send Meeting Notes or Transcriptions from your meetings to Confluence. This is useful for keeping project documentation up to date, sharing meeting outcomes with your team, and ensuring that important information is captured in a centralized, searchable knowledge base.
 

How to find Confluence

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 Confluence in the Project Management category or simply find it using the “Search” field

   

    

   Connect App

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

1. Open Personal or Workspace Automations, find Confluence, 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 connect your Atlassian Site URL

   

4. After entering the URL, you will be asked to provide Sembly access to your Atlassian account

   

5. Once you provide all the necessary access 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 Confluence, you can send Transcriptions, and Meeting Notes from Sembly to different tabs. Therefore, you need to create 2 automations, one for Notes, one for Transcriptions.

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, Meeting Notes and Transcriptions

• 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.

Destinations for Confluence Automations

For Confluence, there will be a new Space created, named Sembly Space. The Data destinations are predefined as follows:

• Transcriptions – are sent to the Contents, in the Sembly Space. A new page is created once you push the data.

• Meeting notes – are sent to the Contents, in the Sembly Space. A new page is created once you push the data.

Manage Confluence 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 Confluence

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