Set Up Basecamp Automation

With Sembly and Basecamp working together, meeting transcription, meeting notes, and tasks can be automatically captured and shared in your Basecamp project. This ensures nothing gets lost between meetings and follow-up actions are clearly visible to the entire team.

How to find Basecamp

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 Basecamp 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 Basecamp, 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  Basecamp 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 Basecamp, you can send Transcriptions, Notes, and Tasks from Sembly to different contacts. Therefore, you need to create 3 automations, one for Notes, one for Transcriptions, and one 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, Meeting Notes, Transcriptions, or Tasks

  

• 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 Basecamp Automations

For Basecamp, the destination is predefined. Sembly automatically creates a new project called “My Sembly Project,” where all tasks, notes, and transcriptions are sent. 

Manage Basecamp 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 Basecamp

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