Set Up Microsoft OneDrive Automation

With Sembly Automations, you don’t need to download and upload files manually. Instead, your Notes and Transcripts can be sent straight to OneDrive, where you can organize and manage them together with other documents. 

How to find Microsoft OneDrive

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 Microsoft OneDrive in the Document 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 Microsoft OneDrive, 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 asking you to log in to your Microsoft OneDrive account and confirm the connection

4. Once you 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 Microsoft OneDrive, you can send Transcriptions and Notes| from Sembly to different contacts. Therefore, you need to create 2 automations, one for Notes and 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 or 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 Microsoft OneDrive Automations

For Microsoft OneDrive, the destinations are predefined as follows:

• Transcriptions – will be pushed to the folder "Sembly Transcriptions" which will be automatically created if it does not exist

  

• Meeting notes – will be pushed to the folder "Sembly Meeting Notes" which will be automatically created if it does not exist

Manage Microsoft OneDrive Automation

To disable Automation, simply click the toggle off on the relevant 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 Microsoft OneDrive

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