How to use the Xembly Extension

Learn how to use Xembly's Chrome Extension to get more done.

Peter Francis avatar
Written by Peter Francis
Updated this week

How to Access the Xembly Extension

The Xembly Extension overlays your Google Calendar and can be accessed when your calendar is open.

Depending on how your settings are defined in the Preferences section, the Xembly Extension will appear visible or hidden at different times.

Auto Open (& Close)

When you launch your calendar, the Xembly Extension will automatically open on the right-hand side of the screen.

Depending on the settings, this will also close after a period of no interaction. This can be adjusted in your Setting Preferences.

The Xembly Extension will also be triggered open if you interact with a Calendar event.

With this collapsed setting, your panel will be kept closed unless you actively open the panel by selecting the Xembly icon on the Google Chrome Application bar or the arrow on the hand sidebar.

Show or hide the extension

To learn more about how to show & hide the Xembly Extension, visit this article.

Using the Xembly Feed

The Xembly Feed within the Xembly Extension is your home base and allows you to quickly access important information and gain helpful recommendations brought to you by Xena, customized to you!

What should I expect to see?

  • Summaries for Review

  • Meeting Summaries Added

  • Turn on Meeting Summary Recommendations

  • Feedback Requested

  • Meeting Requested

  • Unread Messages

  • Task Cards

These cards will have prompts that allow you to immediately take action. For a complete list of recommendations, please see the article on Xembly Feed Recommendations.

Navigating your Task List

Your task management feed can be found by clicking on the clipboard icon at the top of the Xembly Extension navigation menu.

This landing page will allow you to quickly access all tasks that are currently open or have been completed. You can toggle between completion states at the top of the Xembly Extension. For more information, visit how to manage your tasks in the Xembly Extension.

How are tasks generated on this list?

Tasks can be added to this list in three ways:

  • Summary generated: Xembly captures action items with every summary that is generated. These tasks will only show on the Task List if the meeting is shared by the organizer - regardless if you own the meeting or not.

  • Xena created: If you message Xena on Slack and request that a Reminder or Block Time be created, the request will be added to not only your calendar but also your Task List for easier management. If you don’t want a Reminder or Block Time added to your calendar but still want to add it to your Task List just say something like, “Create a task to reply to Sandra’s email.”

  • Xembly Extension created: You have the ability to generate your own ad-hoc action items directly through the Xembly Extension by selecting the + icon at the top of the navigation bar. This workflow will allow you to quickly add items that come up.

What can I do with these tasks?

  • Schedule reminders & block time directly on your calendar.

  • Manage your existing tasks by adjusting the date/times and duration, or find a new time in one click!

  • Mark the tasks complete.

Additional Resources

This article is one part of the Getting Started collection of help articles designed to onboard new users.

To explore tutorial content for the full breadth of Xembly, visit the Help Center homepage. From there, you can search for any topic or navigate to the appropriate collection.

To learn more on content related to this article, explore:

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