The Workflow Edit | Practical AI Tool Tutorial
How to Use Sembly AI Without Generic AI Instructions
Stop being the designated note-taker. Record the meeting, let the tool transcribe it, and walk away with a structured summary and action items.
Dear Suzannah
Dear Suzannah, I sit through three meetings a day and by the time I get back to my desk, I cannot remember who agreed to do what. My handwritten notes are half-finished because I was busy participating. Is there a way to capture the decisions and action items without me writing everything down?
Record the meeting and let the tool summarize.
Sembly AI joins your meeting, records the audio, transcribes the conversation, and generates a structured summary with action items. You participate fully and still walk away with a complete record.
The real use case
You are in back-to-back meetings and cannot take detailed notes while also contributing to the discussion. You connect Sembly AI to your calendar so it joins each call automatically. The tool records the audio, transcribes the full conversation, and produces a summary with decisions, action items, and key topics. After the meeting, you review the summary, confirm the action items, and share it with attendees so everyone has the same record of what was agreed.
No prompt needed: use this workflow instead
Sembly AI is not a prompt tool for this use case. Set it up to join your meetings and generate summaries through the interface. Follow these steps for each meeting.
- Connect Sembly AI to your Google Calendar or Outlook calendar so it can see your upcoming meetings and join them automatically.
- Before the meeting starts, confirm that Sembly is invited — you will see it listed as a participant in the calendar event.
- When the meeting begins, Sembly joins the call and starts recording. Introduce participants by name early so the transcript labels are accurate.
- During the meeting, speak clearly and use names when assigning tasks, e.g., Sarah, can you send the draft by Friday, so the tool captures ownership.
- After the meeting ends, open the Sembly dashboard and navigate to the meeting entry to review the generated transcript and summary.
- Check the Action Items section to confirm each task has an owner and a due date. Edit any item that is missing details or incorrectly assigned.
- Click Share to send the summary to all meeting attendees via email or copy the link into your project tracker or CRM.
Make the result less generic
- Say names explicitly when assigning tasks so the transcript captures who owns what.
- Review the action items right after the meeting while the context is fresh, not the next day.
- Edit any action item that is missing a due date or owner before sharing with the team.
- Share the summary into your project tracker or CRM, not just email, so tasks are not lost.
- Check the transcript for any key decision that did not make it into the summary and add it manually.
Quick human check
- Does the transcript capture the full conversation with accurate speaker labels?
- Are all action items listed with the correct owner and a specific due date?
- Did the summary capture the key decisions, or did it miss any important one?
- Can you share the summary link with attendees who were not on the call?
- Are the action items synced to your project tracker or CRM so they do not get lost?
