AutomationsPopulate Copper with impactful insights
CRM

Populate Copper with impactful insights

Sync AI meeting notes and tasks directly into people, companies, and pipelines in Copper. No manual effort needed.

Sembly AI
Integration features

Make your CRM smarter with every meeting you run.

Actionable Tasks Streamline workflows with automatic task capture. Let Sembly extract key action items from your conversations, assign them with deadlines, workstreams, and owners, and route to the correct pipeline in your Copper CRM, while you focus on execution.
Precise Meeting Notes Capture decisions, challenges, and context right inside Copper. Push sharp notes from your calls into Meeting records under the corresponding person, company, or deal pipeline.
Advanced Filters Tailor what information flows into Copper. Use smart filters by team, meeting type, organizer, or keywords to control the sync. Highlight only what matters and keep your CRM relevant.
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 Copper from the list of Sembly automations.
03
Connect Connect your Copper account with Sembly by logging in.
04
Configure Choose the data type, filter, and destination to finish the setup.
05
Enjoy Sembly will send tasks from meetings to Copper.

Connect Copper 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 Copper?

Sembly has a native integration with Copper, 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 Copper from the integration library. 4) Connect your Copper 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 Copper automatically.

Is information I sync from Sembly to Copper 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 Copper integration with Sembly?

You can edit your Copper 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 Copper 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 Copper 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 Copper automation is turned on. If you have any issues with your integrations, feel free to reach out to our Support.