AutomationsSync structured meeting insights into Attio
CRM

Sync structured meeting insights into Attio

Capture tasks, notes, and transcriptions straight into the right Attio contacts. Keep every touchpoint documented and ready for follow-up.

Sembly AI
Integration features

Fuel your Attio workspace with context-rich tasks and conversations.

Accurate Transcriptions Automate transcriptions in 45+ languages, including English, French, Spanish, German, Arabic, Japanese, Italian, and more, giving you a searchable, timestamped account of every conversation. Support your records with clarity and full traceability, and bring the full story into view.
Sharp Meeting Notes Document every insight with no manual typing. Key discussion takeaways, including updates, blockers, and decisions, are auto-synced into Attio as meetings under corresponding contacts.
Actionable Tasks Assign action without interruption. Let Sembly pull action items from calls and push them directly into Attio as tasks. Linked to relevant contacts, assigned with deadlines, and ready to track.
Advanced Filters Control what details get synced to Attio within your Sembly account. Use filters by meeting type, organizer, team, or keyword to choose relevant, up-to-date, and prioritized information.
Setup steps

Configure automations easily. Forget about challenging setups.

01
Open Go to the My Automations page in the side menu of your account.
02
Browse Select Attio from the list of Sembly automations you see.
03
Connect Connect your Attio account with Sembly by logging in.
04
Configure Choose the data type, filter, and destination to finish the setup.
05
Enjoy Sembly will automatically send meeting data to your Attio.

Connect Attio and let your meetings do the paperwork

FAQ

Why should my company choose Sembly Notes?

Sembly AI notes generator was made for professionals who seek meeting-type aware software with advanced AI features. It automatically joins calls, records and transcribes discussions, and delivers clear and actionable insights. Whether you’re an individual contributor, part of a cross‑functional team, or you run a large organization, a good AI meeting assistant minimizes routine work, improves productivity, and safeguards your data with enterprise‐grade security. Sembly accurately identifies different speakers, supports conversations in 48 languages, provides a full spectrum of meeting-related services, and automates deliverables. Individual professionals can let note-taking AI attend meetings automatically even when they are absent, and capture relevant information. This way, they can focus on what’s important, instead of wasting time on manual note-taking. Professional teams can automate post-meeting workflows, easily share notes or AI-powered transcriptions with colleagues and managers, and take a better look at meeting activities with the AI chat. Enterprises can build a secure knowledge base, optimize collaboration across departments, scale AI, and improve meeting productivity. Sembly AI note-taking app ensures compliance with GDPR, EU-USDPF, FERPA, and PCI DSS, has undergone HIPAA as part of SOC 2 Type II and HIPAA audit, and has completed the Microsoft 365 Certification.

How do I set up an integration between Sembly and Attio?

Sembly has a native integration with Attio, so you do not need to install anything or use third-party apps. All the settings can be configured within your Sembly account. Here are the steps you need to follow: 1) Log in to your Sembly account. 2) Navigate to the My Automations tab. 3) Choose Attio from the integration library. 4) Connect your Attio account to Sembly. 5) Configure filters for meeting data and select your destination. 6) Save the changes. Once connected, Sembly will start syncing meeting information from your calls directly into Attio automatically.

Is information I sync from Sembly to Attio secure?

Yes. Sembly AI notetaker takes security and user privacy seriously. It is SOC 2 and EU-US DPF certified, fully GDPR‑compliant, and also adheres to HIPAA, PCI DSS, FERPA, and Microsoft 365 requirements. We ensure AI note-taking is both safe and easy. More information can be found in the Sembly Trust Center.

How do I edit my Attio integration with Sembly?

You can edit your Attio automation within your Sembly account. Here are the steps you need to follow: 1) Choose the My Automations page from the side menu. 2) Find your Attio integration in the list under the Native tab. 3) Click on the three dots to expand more options. 4) Click the Edit variant. 5) Edit your integration and apply the changes.

How do I check whether the integration between Sembly and Attio is active?

You can check the list of active integrations in your Sembly account. Here is what you need to do: 1) Go to the My Automations page. 2) Open the Native tab of your automations. 3) Check whether the toggle on your Attio automation is turned on. If you have any issues with your integrations, feel free to reach out to our Support.