Your meeting workflow in three steps.

To get started with Sembly, you need a Sembly account and a calendar from Google, Microsoft Outlook, Apple, Yahoo, Zoho, or any other .ics provider. There is nothing to install for online meetings, and setup takes about two minutes:

• Create an account: Sign up free with your work email.
• Connect your calendar: Go to Settings › Notes › My Calendars and connect the calendar you use for work.
• Choose meetings you want to record: Let Sembly attend all meetings, only the ones you created, or only the ones you pick.
• Meet as usual: Sembly joins your meetings on Zoom, Google Meet, Microsoft Teams, and Webex. For in-person meetings, use the Sembly app for iOS and Android or upload a recording.

As an end-to-end meeting agent Sembly's features cover all workflow stages and include:

• Recording and transcription: Sembly joins your meetings and creates a searchable AI transcription with speaker names in 45+ languages.
• AI meeting notes: You get precise meeting summaries organized by topic, ready minutes after the call.
• Key items: Decisions, risks, issues, and requirements auto-extracted from the conversation, so you see exactly what was agreed.
• AI insights: Personalized observations for each meeting, such as open questions, concerns, and follow-ups worth raising.
• Tasks: Action items with owners, descriptions, and deadlines that you can sync to business tools you use.
• Multi-meeting AI chat: Ask questions across one meeting or your whole meeting library, forecast trends, and identify repetitive patterns that require attention.
• Client deliverables: AI artifacts such as proposals, status reports, and QBR decks, built in each client’s brand and exported as editable .pptx or .docx files.
• Brand kit generation: Paste a client’s website URL and Sembly builds their brand kit with logo, colors, fonts, and tone of voice, then applies it to every deliverable.

After every meeting, Sembly automatically generates:

• Recording: Audio and video you can replay, share, or bookmark at any moment.
• Transcript: A word-for-word transcript with speaker names and timestamps.
• Meeting notes: An objective summary organized by topic, following the template you choose.
• Key items: Decisions, risks, issues, notable events, and requirements.
• Tasks: Action items with suggested owners, context, and due dates.
• Insights: Personalized insights tailored to your role and department based on the meeting content.

Yes. Sembly lets you create custom meeting note templates with your own sections, tone of voice, and AI prompts, and apply them to specific meeting types. Here is how to create one:

1. Open template settings: Log in to Sembly, go to Meetings settings in the left-hand menu, select the My Meeting Templates tab, and click + Create Template.
2. Name your template: For example, “All-Hands,” “Client Discovery,” or “Project Post-Mortem.”
3. Choose the tone of voice: This tells Sembly how to phrase the summary so the notes match your needs.
4. Add sections: Click + Add and combine Suggested Blocks with Custom Blocks, where you write your own AI prompt for a section.
5. Save: Click Save. You can add, remove, or edit blocks at any time as your workflow changes.

Sembly creates decks and documents from your meeting transcripts and notes, files you upload, reference documents, organizational knowledge, web research, and the client’s brand kit.

Here are more details on each deliverable source that Sembly uses:

• Meetings: Transcripts, notes, key items, and tasks from one or many client calls.
• Uploaded files: RFPs, briefs, spreadsheets, and reports in common formats such as PDF, DOCX, and XLSX.
• Client folder: Reference documents, past deliverables, and project history stored for each client.
• Web research: Public information about the client, their market, and competitors.
• Brand kit: The client’s logo, colors, fonts, and tone of voice, generated from their website URL.
• Your templates: Your team’s proven templates and delivery standards, so every document matches how you work.

Examples of Sembly deliverables include client proposals, statements of work, meeting reports, status reports, quarterly business reviews, pitch decks, project plans, and case studies.

Here are more examples for different departments:

• Leadership: Executive summaries, board updates, and portfolio reports across client accounts.
• Sales: Proposals, pitch decks, and follow-up summaries after discovery calls.
• HR & Recruitment: Candidate evaluations, interview summaries, performance reviews, and offer letters.
• Customer Success: Quarterly business reviews, onboarding plans, and renewal decks.
• Legal & Finance: Statements of work, agreements, and meeting reports for client and deal reviews.