Quick Start
This guide covers every Sembly feature:
- Empezando — Create your account and connect your calendar
- How to Use AI Meeting Notes & Tasks — Get structured meeting notes with action items automatically
- How to Use Accurate Transcriptions — Turn every meeting into searchable text in 48+ languages
- How to Use Project Management — Track tasks, due dates, and follow-ups from your calls
- How to Use Analytics — Dive into meeting data and team insights
- How to Use CRM — Sync meeting outcomes to close more deals
- How to Use Custom Integrations — Connect Sembly to your favorite tools
- How to Use Multi-Format Upload — Upload videos, documents, and voice recordings for AI analysis
- How to Use Multi-Language Support — Transcribe and summarize meetings in 48+ languages
Time needed: 5 minutes per feature
Also in this guide: Pro Tips | Common Mistakes | Solución de problemas | Precios | Alternativas
Why Trust This Guide
I’ve used Sembly AI for over 12 months and tested every feature covered here. This how to use Sembly tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.
Sembly AI is one of the most powerful AI meeting tools available today.
But most people only scratch the surface of what it can do.
This guide shows you how to use every major feature.
Step by step, with screenshots and pro tips.
Sembly Tutorial
This complete Sembly tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.
Sembly IA
Stop losing meeting details and follow ups. Sembly AI joins your Zoom, Google Meet, Teams, and Webex calls to record, transcribe, and summarize every conversation automatically. Start free — no credit card required.
Getting Started with Sembly
Before using any feature, complete this one-time setup.
It takes about 3 minutes.
Now let’s walk through each step.
Step 1: Create Your Account
Go to the Sembly AI website and click “Sign Up.”
You can sign up with Google, Microsoft, or your email address.
Enter your details and create a password.
✓ Checkpoint: Comprueba tu bandeja de entrada for a confirmation email.
Step 2: Connect Your Calendar
Users can sync their Microsoft, Google, or ICS-based calendars.
This allows the Sembly agent to join your meetings automatically.
Here’s what the dashboard looks like:
✓ Checkpoint: You should see your upcoming meetings listed on the dashboard.
Step 3: Set Your Meeting Preferences
Choose which meeting type the Sembly agent should auto-join.
You can set it to join all calls or only specific ones.
Give your Sembly agent a unique name so attendees know it’s recording.
✅ Done: You’re ready to use any feature below.
How to Use Sembly AI Meeting Notes & Tasks
AI Meeting Notes & Tasks lets you capture decisions, tasks, and next steps from every call without lifting a finger.
Sembly automatically extracts tasks, deadlines, and ownership from meetings.
Here’s how to use it step by step.
Watch AI Meeting Notes in action:
Now let’s break down each step.
Step 1: Run Your Meeting as Normal
Start your Zoom, Google Meet, Teams, or Webex call.
The Sembly agent joins as a virtual participant with zero setup required.
Just run your meeting — Sembly captures everything in the background.
Step 2: Review Your AI Notes
After the call, open your Sembly dashboard.
Sembly formats notes based on the type of meeting being held.
You’ll see key items sorted by decisions, issues, blockers, and follow ups.
Here’s what this looks like:
✓ Checkpoint: You should see structured meeting notes with highlighted action items.
Step 3: Send Tasks and Follow-Up Emails
Click on any task to assign it or set due dates.
Sembly can generate follow-up emails based on topics discussed in meetings.
Share the meeting notes with your team in one click.
✅ Result: Your meetings now produce structured notes, tasks with owners, and ready-to-send follow-up emails.
💡 Consejo profesional: Sembly delivers role-specific insights and personalized recommendations after each meeting. Check the “For You” section to see action items that matter most to your role.
How to Use Sembly Accurate Transcriptions
Accurate Transcriptions lets you turn every meeting into searchable, shareable text.
Sembly captures transcripts across 48+ languages with speaker identification.
Here’s how to use it step by step.
Watch Accurate Transcriptions in action:
Now let’s break down each step.
Step 1: Enable Voice ID
Go to Settings and enable Voz ID for accurate speaker identification.
This ensures each person’s words are tagged correctly in the transcript.
Step 2: Access Your Transcript
After your meeting ends, open it from your Sembly dashboard.
Click on the “Transcript” tab to view the full conversation.
Search for specific words or phrases using the search bar.
✓ Checkpoint: You should see a time-stamped transcript with speaker labels.
Step 3: Share or Export
Click “Share” to send the transcript to your team.
You can also download it as a text file for your records.
✅ Result: Every word from your meeting is captured, searchable, and easy to share with anyone.
💡 Consejo profesional: Use the AI chat feature to ask questions about your transcripts. For example, type “What did Sarah say about the budget?” and Sembly will pull the exact context from your meeting data.
How to Use Sembly Project Management
Gestión de proyectos lets you track all tasks, due dates, and outcomes from your meetings in one place.
Sembly captures tasks, decisions, risks, and issues automatically during meetings.
Here’s how to use it step by step.
Watch Project Management in action:
Now let’s break down each step.
Step 1: Open Your Task Board
Navigate to the “Tasks” section in your Sembly dashboard.
You’ll see all tasks extracted from recent conversations listed here.
Step 2: Organize by Due Date and Owner
Sort tasks by due dates, assigned owner, or meeting source.
Edit any task to change its priority or deadline.
Here’s what this looks like:
✓ Checkpoint: You should see a list of tasks with clear owners and deadlines.
Step 3: Track Progress Across Meetings
Group related meetings into Collections for easy reference.
Watch how tasks move from “open” to “done” over a series of calls.
This gives your team full context on what changed and what still needs attention.
✅ Result: Every task from every meeting is tracked in one place with clear ownership and deadlines.
💡 Consejo profesional: Use Collections to group meetings by project or client. This makes it easy to dive back into past conversations and find decisions or blockers from weeks ago.
How to Use Sembly Analytics
Analítica lets you dive into meeting data across your entire team.
Track how much time people spend in meetings and learn where value is being lost.
Here’s how to use it step by step.
Watch Analytics in action:
Now let’s break down each step.
Step 1: Open the Analytics Dashboard
Go to your Workspace and click “Analytics.”
You’ll see an overview of total meetings, hours spent, and active attendees.
Step 2: Review Team Engagement
Check which team members attend the most calls.
See how many meetings produce actionable outcomes versus wasted time.
✓ Checkpoint: You should see charts showing meeting frequency and team participation trends.
Step 3: Act on Insights
Use the data to cut unnecessary meetings from your calendar.
Share analytics reports with leadership to show how your team spends its time.
✅ Result: You now have data-driven insights into your team’s meeting habits and productivity.
💡 Consejo profesional: Run the analytics report monthly. Look for meetings that produce few tasks or decisions — those are the ones ready to be cut or shortened.
How to Use Sembly CRM
CRM lets you sync meeting outcomes directly into your sales pipeline to close more deals.
Sembly syncs structured notes and tasks directly into HubSpot and other CRM herramientas.
Here’s how to use it step by step.
Watch CRM in action:
Now let’s break down each step.
Step 1: Connect Your CRM
Go to Integrations and select your CRM platform.
Sembly works with HubSpot, Salesforce, and other popular sales tools.
Authorize the connection and choose which data to sync.
Step 2: Map Meeting Data to Deals
After each sales call, Sembly pushes notes and next steps to the deal record.
It tracks buyer sentiment and flags pipeline risk automatically.
✓ Checkpoint: You should see meeting details and tasks appear inside your CRM deal records.
Step 3: Use AI Recommendations to Close
Review Sembly’s recommendations for each deal based on call content.
The AI highlights what needs your attention to move deals forward.
Sembly can even create full-length proposals from call transcripts and web research.
✅ Result: Your sales meetings now feed directly into your pipeline, saving hours of manual data entry.
💡 Consejo profesional: After every sales call, check the AI-generated proposal feature. It turns your conversations into polished documents you can send to prospects right away.
How to Use Sembly Custom Integrations
Custom Integrations lets you connect Sembly to 50+ tools your team already uses.
Send notes, tasks, and content to Slack, Notion, Asana, and more.
Here’s how to use it step by step.
Watch Custom Integrations in action:
Now let’s break down each step.
Step 1: Browse Available Integrations
Go to Settings and click “Integrations.”
You’ll see all supported apps organized by category.
Step 2: Authorize and Configure
Click “Connect” on the tool you want to link.
Follow the authorization steps for that platform.
Choose what information to send — notes, tasks, or both.
✓ Checkpoint: The integration should show as “Connected” with a green status indicator.
Step 3: Set Up Automation Rules
Create rules to automatically send meeting content to the right channels.
For example, send sales call summaries to Slack and tasks to Asana.
✅ Result: Meeting outcomes flow automatically to every tool your team uses.
💡 Consejo profesional: Set up separate automatización rules for different meeting types. Sales calls can push to your CRM while internal standups go to your project management tool.
How to Use Sembly Multi-Format Upload
Multi-Format Upload lets you upload videos, voz recordings, and documents for AI analysis.
This is perfect for offline meetings or calls that weren’t recorded live.
Here’s how to use it step by step.
Watch Multi-Format Upload in action:
Now let’s break down each step.
Step 1: Click Upload
From your dashboard, click the “Upload” button.
Select the audio or video file from your device.
Step 2: Choose Your Meeting Type
Select the type of meeting — standup, sales call, brainstorm, etc.
Sembly adapts the structure of its notes to show relevant details for that format.
✓ Checkpoint: Your file should show as “Processing” in the upload queue.
Step 3: Review AI-Generated Notes
Once processing completes, open the meeting record.
You’ll get the same AI notes, transcripts, and task extraction as a live meeting.
✅ Result: Offline recordings and past meetings now have full AI analysis, just like live calls.
💡 Consejo profesional: Users can record offline meetings using a SmartMeeting microphone connected to their laptop. The Philips SmartMeeting hardware captures high-quality sound that produces excellent AI meeting analysis.
How to Use Sembly Multi-Language Support
Soporte multilingüe lets you transcribe and summarize meetings in 48+ languages.
Sembly helps teams turn conversations into multilingual, structured notes.
Here’s how to use it step by step.
Watch Multi-Language Support in action:
Now let’s break down each step.
Step 1: Select Your Meeting Language
Before the meeting starts, set the primary language in your Sembly settings.
Sembly supports English, French, Spanish, German, Japanese, and 43+ others.
Step 2: Run Your Multilingual Meeting
Sembly handles mixed-language conversations without losing precision.
It identifies speakers and understands accents across all supported languages.
✓ Checkpoint: The transcript should show accurate text in the spoken language.
Step 3: Review Translated Summaries
AI-generated summaries are available in your preferred language.
Share the notes with global team members in the language they need.
✅ Result: Your international team meetings now produce clean notes in any language.
💡 Consejo profesional: For hybrid meetings with people in the room and on video, invite the Sembly agent to the conference call. This ensures clear recording for all participants regardless of their language.
Sembly Pro Tips and Shortcuts
After testing Sembly AI for over 12 months, here are my best tips.
Atajos de teclado
| Action | Shortcut |
|---|---|
| Search all meetings | Ctrl + K / Cmd + K |
| Open AI Chat | Ctrl + J / Cmd + J |
| Navigate between notes | Arrow keys |
| Copy meeting summary | Ctrl + C / Cmd + C |
Hidden Features Most People Miss
- Multi-Meeting AI Chat: Ask questions across your entire meeting history, not just one call. Type “What has the team decided about Q3 budget?” to get answers from all relevant conversations.
- Colecciones: Group related meetings together — by client, project, or sprint — so you can find information fast when you need context from a series of calls.
- Espacios de trabajo compartidos: Invite your team to a shared workspace for collective editing and tracking of meeting records. Everyone sees the same notes and tasks.
Sembly Common Mistakes to Avoid
Mistake #1: Not Connecting Your Calendar
❌ Wrong: Manually inviting the Sembly agent to every meeting one by one.
✅ Right: Connect your calendar once and let Sembly join all your calls automatically. This saves time and ensures no meeting gets missed.
Mistake #2: Ignoring the AI Chat Feature
❌ Wrong: Scrolling through long transcripts to find specific information.
✅ Right: Use the AI chat to ask direct questions. Sembly 2.0 provides a chat feature that queries your meeting history for insights in seconds.
Mistake #3: Not Setting Up Integrations Temprano
❌ Wrong: Using Sembly as a standalone tool and copying notes manually to other apps.
✅ Right: Connect your project management and CRM tools from day one. Sembly’s integrations push tasks and notes directly where your team works.
Sembly Troubleshooting
Problem: Sembly Agent Doesn’t Join the Meeting
Cause: Your calendar isn’t synced, or the meeting link is missing from the invite.
Arreglar: Check your calendar connection in Settings. Make sure your meeting invite includes a valid Zoom, Google Meet, Teams, or Webex link.
Problem: Transcript Quality Is Poor
Cause: Background noise or poor microphone quality on the call.
Arreglar: Use a dedicated microphone and mute when not speaking. For in-person meetings, a SmartMeeting device connected to your laptop provides clear audio.
Problem: Tasks Are Not Syncing to CRM
Cause: The integration authorization expired or the field mapping is incorrect.
Arreglar: Go to Integrations, disconnect and reconnect your CRM. Verify the field mapping is correct for your pipeline structure.
📌 Nota: If none of these fix your issue, contact Sembly AI support.
¿Qué es Sembly AI?
Sembly IA is an AI meeting assistant that records, transcribes, and turns your calls into structured notes, tasks, and actionable insights.
Think of it like having a dedicated note-taker who never misses a detail and can search through every meeting you’ve ever had.
Watch this quick overview:
Sembly joins Zoom, Google Meet, Teams, and Webex calls as a virtual participant with zero setup required.
It includes these key features:
- AI Meeting Notes & Tasks: Captures decisions, action items, blockers, and follow ups from every conversation.
- Transcripciones precisas: Full meeting transcripts in 48+ languages with speaker identification and Voice ID.
- Gestión de proyectos: Tracks tasks with due dates, owners, and outcomes across a series of meetings.
- Analítica: Workspace dashboard showing total meetings, hours on calls, and team engagement trends.
- Gestión de relaciones con el cliente: Syncs notes, tasks, and deal insights into HubSpot and other sales tools.
- Integraciones personalizadas: Connect to 50+ tools including Slack, Asana, Notion, and more.
- Multi-Format Upload: Upload audio and video files for AI analysis of offline meetings.
- Soporte multilingüe: Transcription and summaries in 48+ languages for global teams.
- Automatización: Set rules to auto-send notes, tasks, and follow ups to the right people and apps.
For a full review, see our Sembly AI review.
Precios de Sembly
Here’s what Sembly costs in 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Personal | $0 | Testing the basics with 60 min/month recording |
| Profesional | $10/mes | Individual power users who need unlimited recording |
| Equipo | $20/mes | Small to mid-size teams with shared workspaces |
| Empresa | Precios personalizados | Large organizations with enterprise security needs |
Prueba gratuita: Yes — the Personal plan is free forever with limited recording minutes.
Garantía de devolución de dinero: Contact Sembly support for refund details.
💰 Best Value: Team plan at $20/month — it unlocks workspace analytics, team management, and shared workspaces that make Sembly a true collaboration tool.
Sembly vs Alternatives
How does Sembly compare? Here’s the competitive landscape:
| Herramienta | Mejor para | Precio | Rating |
|---|---|---|---|
| Sembly IA | AI meeting notes & task extraction | $0–$20/mo | ⭐ 4.0 |
| Microsoft OneNote | Free-form note-taking with Office 365 | Contáctenos para conocer precios | ⭐ 4.2 |
| Noción de IA | All-in-one workspace with AI features | $0–$20/mo | ⭐ 4.5 |
| Luciérnagas IA | Meeting transcription and search | $0–$39/mo | ⭐ 4.4 |
| Haga clic hacia arriba | Full project management with AI | $0–$12/mo | ⭐ 4.3 |
| Capacidades | Structured personal knowledge base | $0–$12.49/mo | ⭐ 4.2 |
| Taskade | AI-powered task management | $0–$50/mo | ⭐ 4.1 |
| Notta | Budget-friendly AI transcription | $0–$16.67/mo | ⭐ 4.1 |
| Conoce a Geek | Meeting analytics and summaries | $0–$59/mo | ⭐ 4.2 |
Quick picks:
- Best overall: Sembly AI — best-in-class AI meeting notes with automatic task extraction and CRM sync
- Best budget: Notta — solid transcription at a lower price point
- Best for beginners: Fireflies AI — easy to start and great search features
- Best for project management: ClickUp — if you want tasks and meetings in one platform
🎯 Sembly Alternatives
Looking for Sembly alternatives? Here are the top options:
- 🚀 Microsoft OneNote: Free note-taking tool with deep Office 365 integration. Great if your team already lives in the Microsoft stack.
- 💰 Noción: All-in-one workspace for notes, docs, and project tracking with AI-powered writing and search features.
- 🎨 Luciérnagas IA: AI meeting recorder with strong search, topic tracking, and easy sharing across your entire team.
- ⚡ Haga clic hacia arriba: Full project management platform with built-in AI, task tracking, and meeting note features.
- 🔒 Capacidades: Structured personal knowledge base that connects your notes, tasks, and meeting content in one place.
- 🧠 Tarea: AI-powered workspace combining tasks, notes, and mind maps with real-time team collaboration.
- 👶 Nota de alegría: Simple, clean team notebook for meeting notes with fast sharing and easy organization.
- 🏢 Nota: Budget-friendly AI transcription tool with strong accuracy and multi-language support.
- 🔧 Artesanía: Beautiful document editor with real-time collaboration and a polished mobile experience.
- 🌟 Conoce a Geek: AI meeting assistant with analytics, auto-highlights, and easy sharing of key moments.
- ⭐ Memoria IA: AI-powered note app that surfaces relevant information automatically based on your context.
- 🎯 Evernote: Classic note-taking app with strong search, web clipping, and cross-device sync.
For the full list, see our Alternativas de inteligencia artificial de Sembly guide.
⚔️ Sembly Compared
Here’s how Sembly stacks up against each competitor:
- Sembly frente a Microsoft OneNote: OneNote is great for free-form notes, but Sembly wins with automatic AI meeting notes, task extraction, and CRM sync.
- Sembly vs Notion: Notion offers a broader workspace, but Sembly is purpose-built for meetings with auto-join, transcription, and follow-up generation.
- Sembly vs Fireflies AI: Both are strong AI meeting tools. Sembly edges ahead with CRM integration and AI-generated proposals from call content.
- Sembly frente a ClickUp: ClickUp is better for full project management. Sembly is better for turning meetings into tasks and structured notes automatically.
- Ensamblaje vs. Capacidades: Capacities focuses on personal knowledge management. Sembly focuses on team meetings with AI-driven insights and automation.
- Sembly frente a Taskade: Taskade blends tasks and notes well. Sembly stands out with deeper meeting intelligence, analytics, and CRM sync.
- Sembly frente a Notejoy: Notejoy is a clean team notebook. Sembly adds AI transcription, auto-task extraction, and meeting-specific features Notejoy lacks.
- Sembly contra Notta: Notta is a solid budget transcription tool. Sembly goes further with project management, CRM sync, and workspace analytics.
- Sembly vs Craft: Craft shines at document creation. Sembly is built for meetings — auto-joining calls, extracting tasks, and tracking outcomes.
- Sembly frente a MeetGeek: Both target meetings. Sembly offers deeper AI features like proposals, Collections, and CRM integration for sales teams.
- Sembly vs Mem AI: Mem AI auto-organizes personal notes. Sembly focuses on team meetings with structured task extraction and enterprise security.
- Sembly frente a Evernote: Evernote is a legacy note-taking app. Sembly is purpose-built for AI meeting intelligence with live call integration.
Start Using Sembly Now
You learned how to use every major Sembly feature:
- ✅ AI Meeting Notes & Tasks
- ✅ Accurate Transcriptions
- ✅ Project Management
- ✅ Analytics
- ✅ CRM
- ✅ Custom Integrations
- ✅ Multi-Format Upload
- ✅ Multi-Language Support
Next step: Pick one feature and try it now.
Most people start with AI Meeting Notes & Tasks.
It takes less than 5 minutes.
Preguntas frecuentes
How to use Sembly in Teams?
To use Sembly in Microsoft Teams, connect your calendar in the Sembly settings. The Sembly agent will automatically join your Teams calls as a participant. You can also manually invite the agent by adding its email to the meeting invite. Once connected, Sembly records, transcribes, and generates AI meeting notes from every Teams call.
How do I use the herramienta de IA?
Getting started with AI through Sembly is easy. Sign up for a free account, connect your calendar, and the agent starts joining your meetings right away. After each call, you get structured notes, tasks with due dates, and a full transcript. Use the AI chat to ask questions about any past meeting.
Poder ChatGPT transcribe meeting notes?
ChatGPT cannot join live meetings or transcribe calls in real time. It can summarize text you paste in, but it doesn’t record or attend calls. Sembly AI is built specifically for meetings — it joins your Zoom, Google Meet, Teams, and Webex calls to record, transcribe, and generate notes automatically.
How to use Sembly AI?
Sign up at sembly.ai and connect your Google, Microsoft, or ICS-based calendar. Choose which meetings the Sembly agent should attend. After each call, review your AI-generated meeting notes, tasks, and transcripts on the dashboard. Use integrations to send outcomes to your CRM, Slack, or project management tools.
How does Sembly AI work?
Sembly AI connects to your calendar and automatically joins your video calls. It records the audio, generates a full transcript, and uses AI to extract key items like decisions, tasks, risks, and follow ups. The AI adapts its note structure based on the meeting type — sales calls get different notes than standups or brainstorms.
What is Sembly used for?
Sembly is used for recording, transcribing, and analyzing meetings. It captures meeting notes, extracts tasks and due dates, tracks decisions and blockers, and syncs outcomes to CRM and project management tools. Teams use it to save time, improve follow-through, and keep a searchable record of every conversation.
Is there a free AI note taker for meetings?
Yes — Sembly AI offers a free Personal plan that includes 60 minutes per month of online recording and upload. You get AI meeting notes, tasks, and the AI chat feature at no cost. For unlimited recording and advanced features like workspace analytics, the Professional plan starts at $10/month.
How do I cancel my Sembly AI subscription?
To cancel your Sembly AI subscription, go to your account settings and click on “Billing.” Select “Cancel Subscription” and confirm. Your access continues until the end of your current billing period. You can reactivate at any time without losing your saved meeting data.
How to run a meeting for beginners?
Start by setting a clear agenda and sharing it before the call. Keep your meeting under 30 minutes when possible. Use Sembly AI to handle notes so you can focus on the conversation. After the meeting, review Sembly’s AI-generated summary, assign tasks with due dates, and send follow-up emails to keep everyone on track.
Which AI is best for meeting notes?
Sembly AI is one of the best options for AI meeting notes. It automatically joins Zoom, Google Meet, Teams, and Webex calls, transcribes in 48+ languages, and extracts tasks, decisions, and next steps. It also offers CRM sync, workspace analytics, and the ability to generate proposals from call content.
How does AI work for beginners?
AI uses machine learning to analyze information and produce useful results. With Sembly, the AI listens to your meetings, identifies who said what, and pulls out the important details automatically. You don’t need any technical knowledge — just connect your calendar and let the AI do the work while you focus on your conversations.
How do I join an online meeting?
Click the meeting link in your calendar invite to join through Zoom, Google Meet, Teams, or Webex. If you use Sembly, the AI agent joins alongside you automatically. You don’t need to do anything extra — just click your meeting link as you normally would and Sembly handles the recording and notes.
How to get started with AI?
The easiest way to get started with AI is by trying a tool like Sembly that works out of the box. Sign up for a free account, connect your calendar, and attend your next meeting. Sembly handles everything else — recording, transcription, notes, and tasks. No technical setup or coding required.
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