sales-sembly

What this skill does

# Sembly Platform Help

## Step 1 — Gather context

If `references/learnings.md` exists, read it first for accumulated Sembly knowledge.

1. **What are you trying to do?**
   - A) Configure Sembly account/team/plan or understand pricing tiers
   - B) Build a backend integration (webhooks, Zapier, n8n, custom automations)
   - C) Troubleshoot bot joining / recording / calendar issues
   - D) Push transcripts/notes/tasks into CRM, PM tools, or Slack
   - E) Use Semblian AI chat or AI-generated documents
   - F) Evaluate Sembly vs alternatives — **route to `/sales-note-taker`**

2. **Which Sembly plan?**
   - A) Basic ($17/mo, 1 user, limited automations)
   - B) Pro ($29/user/mo, up to 40 users, MCP, workspace automations)
   - C) MAX ($39/user/mo, 3-500 users, HIPAA, custom SSO)
   - D) Enterprise (custom)
   - E) Not sure yet

3. **What platforms do you record on?**
   - A) Zoom
   - B) Google Meet
   - C) Microsoft Teams
   - D) Webex
   - E) In-person (microphone recording)

Skip-ahead rule: if the user's prompt already has enough context, skip to Step 2.

## Step 2 — Route or answer directly

| User situation | Route to |
|---|---|
| "Sembly vs Fathom vs Fireflies — which should I pick" | `/sales-note-taker {question}` |
| "Review this Sembly recording and score it" | `/sales-call-review {question}` |
| "Build a coaching program using meeting recordings" | `/sales-coaching {question}` |
| "Build a generic Zapier/Make/n8n workflow" | `/sales-integration {question}` |
| Anything Sembly-platform-specific (pricing, integrations, automations, AI features) | Stay here |

When routing, use the exact command: `/sales-{skill} {user's original question}`.

## Step 3 — Sembly platform reference

**Read `references/platform-guide.md`** for the full platform reference — modules, pricing tiers, integrations, plan-gated features, automation setup, CRM connectors.

Answer using only the relevant section. Don't dump the entire reference.

## Step 4 — Actionable guidance

Once you have the relevant reference content:

1. **For automation/webhook questions** — Sembly uses outbound automations (HTTPS POST to your endpoint). Configure in My Automations → Custom tab. Supports transcripts, meeting notes, and tasks. Filter by team, keywords, or conversation type. Zapier triggers: New Meeting Notes, New Tasks, New Transcription.
2. **For CRM sync** — Sembly has 10 native CRM connectors. HubSpot integration adds meeting notes as Meeting Activities under corresponding contacts/companies. Configure in Sembly account settings, no third-party app needed.
3. **For AI features** — Semblian AI chat (multi-meeting on Pro+) uses AI credits. AI-generated documents (proposals, briefs, decks) capped at 5/mo on Pro, 40/mo on MAX. MCP access requires Pro+.
4. **For plan selection** — Basic is solo users, Pro unlocks team features + MCP + workspace automations, MAX adds HIPAA + SSO + audit logs. Annual billing saves 30%.
5. **For bot/calendar issues** — Sembly bot auto-joins via calendar integration. Calendar disconnects are a known issue — reconnect in settings, check OAuth permissions.

If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there with today's date.

## Gotchas

*Best-effort from research (2026-04) — review plan-gated features and integration gotchas that may be outdated.*

- **Long meetings (>3 hours) get split into segments.** Sembly fragments extended meetings into smaller chunks instead of keeping them as one. No workaround — monitor if this changes in future updates.
- **No DOCX/Word export.** Tasks, summaries, and key items cannot be exported to Word format. Use webhook automations to push structured data to Google Docs or Notion instead.
- **AI credits are consumed by Semblian chat.** Pro gets 5 AI documents/insights per month, MAX gets 40. Heavy users can burn through credits quickly. No unlimited option exists.
- **Speaker recognition degrades with 5+ participants.** Large meetings produce misattributed speaker labels. Smaller breakout groups improve accuracy.
- **Calendar disconnection is a recurring issue.** Sembly can silently disconnect from Google Calendar or Outlook, causing the bot to miss meetings. Check connection status regularly in settings.
- **Custom vocabulary not available on all plans.** Pro+ supports custom vocabulary for transcription accuracy — Basic does not.
- **MCP access requires Pro plan.** Basic plan cannot use MCP integrations with Claude or other AI tools.
- **No traditional REST/GraphQL API.** Sembly's integration model is webhook-first (outbound automations). No inbound API for querying meetings programmatically — use Zapier/n8n for pull-based workflows.

## Related skills

- `/sales-note-taker` — Picking a note-taker (Fathom vs Fireflies vs Avoma vs Gong vs Otter vs Fellow vs Grain vs Sembly vs Read.ai) and cross-vendor integration patterns
- `/sales-call-review` — Review a specific recording and score against MEDDPICC/SPIN/Challenger
- `/sales-coaching` — Use meeting recordings in coaching programs
- `/sales-integration` — Zapier/Make/n8n workflows to move meeting data to other tools
- `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill. Install: `npx skills add sales-skills/sales --skill sales-do -a claude-code -y`

## Examples

### Example 1: Long meetings getting fragmented
**User says**: "My 4-hour board meeting got split into 3 separate meetings in Sembly — can I merge them?"
**Skill does**:
1. Confirms this is a known Sembly behavior — meetings over ~3 hours are split into segments
2. Notes there's no native merge feature as of 2026-04
3. Suggests workaround: use Semblian AI chat (Pro+) to query across all segments as one conversation
4. For a unified export, use webhook automation to push all segments to a single Notion page or Google Doc
**Result**: Workaround via AI chat and automation, with acknowledgment of the limitation.

### Example 2: Setting up webhook automation for transcript export
**User says**: "I want Sembly to push every meeting transcript to our internal tool via webhook"
**Skill does**:
1. Walks through: My Automations → Custom tab → New Automation → select Transcription data type
2. Configure destination URL (HTTPS endpoint), set filters (team, keywords, all meetings)
3. Notes payload includes speaker labels, timestamps, meeting metadata
4. Recommends Pro+ for workspace-wide automations (Basic only gets personal automations)
**Result**: Webhook configured with correct plan requirements noted.

### Example 3: Choosing between Pro and MAX
**User says**: "My 15-person sales team needs Sembly with HIPAA compliance — which plan?"
**Skill does**:
1. HIPAA requires MAX plan ($39/user/mo, $30 annual)
2. MAX also adds audit log, HD video, custom SSO, custom SMTP, sharing groups
3. For 15 users on annual billing: $30 × 15 = $450/mo
4. Notes MAX minimum is 3 users (15 qualifies), maximum 500
5. If they need custom contracts or dedicated support → Enterprise
**Result**: Clear plan recommendation with pricing math and gating features explained.

## Troubleshooting

### Long meetings split into segments
**Symptom**: Meetings lasting 3+ hours appear as multiple separate entries
**Cause**: Sembly fragments extended meetings into shorter segments for processing
**Solution**: No native merge exists. Use Semblian AI chat (Pro+) to query across segments. For unified export, set up a webhook automation that concatenates segments by meeting title and date in your downstream tool.

### Sembly bot missing meetings
**Symptom**: Bot doesn't join some meetings even though calendar is connected
**Cause**: Calendar integration silently disconnects — known recurring issue
**Solution**: Check calendar connection in Sembly settings → reconnect if disconnected. Verify OAuth permissions haven't been revoked in Google Workspace or Microsoft 365 admin. Set a weekly reminder to check connection status until Sembly fixes the reliability.

### Meeting