## Other embeds Connect other embeds Below you will find a list of other commonly used Partner Apps and their setup instructions. This list is not exhaustive, any website or app that supports **iframe** or **link** embeds can be embedded as a Partner App. ### Monday #### Overview Monday.com lets you track projects and workflows, visualize data, and collaborate with teams. You can connect a **Board** view by following the instructions below. #### App Setup 1. Go to _App Setup_, and click _\+ Add an app_ in the top right corner. 2. Click _Add_ under Airtable. Set a title and icon that represents the app. 3. We recommend setting this up as a **manual** app so that you can embed different data for each client. If you want this app to be visible to all clients, set this as an **automatic** app. 4. Next, click _Add_. You will be taken to to the app's page, where you can set the embed for each client, group, or company. 5. Click _Add_ to add your first embed or link. Select the client(s) or company to share the app with. 6. Select _Show as embed_ so that the client isn't directed outside of the portal. 7. Next, go to your Monday.com board and follow the instructions [here](https://support.monday.com/hc/en-us/articles/360009695080-How-to-share-a-board-view-publicly) to embed a board view. You can use either the embed code or shareable link. 8. Go back to the app page in Assembly, paste the copied link into the content box, and click _Save_. ### Google Drive #### Overview Google Drive lets you upload, store, and share files. #### App Setup 1. Go to _App Setup_, and click _\+ Add an app_ in the top right corner. 2. Scroll to _Don't see your app?_ and click _Add_. Set a title and icon that represents the app. 3. We recommend setting this up as an **automatic** App if you want your file to be visible to all clients. If you only want this App to be visible to one or more specific clients, set this as a **manual** App. 4. Leave the app set to as _Show as embed_ so that the client isn't directed outside of the portal. 5. Go to your Google Drive and open the desired file you want to embed. 6. Open the menu by clicking the 3 vertical dots in the top-right and select _Share_. Make sure the sharing permissions are set to _Anyone with the link can view._ 7. Open the same menu again and select _Open in new window_. 8. In the **new** window, click the menu in the top right and select _Embed item..._ 9. Copy the iframe code. 10. Go back to the App setup page and paste the copied iframe code into the content box. #### Additional configuration If you want to embed entire **folders** from Google Drive, you will need to use an embed code generator which can be found [here](https://mori.pages.dev/blog/embed-google-drive-folders). ### Google Calendar #### Overview You can embed your Google Calendar directly into Assembly. #### App Setup 1. Go to _App Setup_, and click _\+ Add an app_ in the top right corner. 2. Scroll to _Don't see your app?_ and click _Add_. Set a title and icon that represents the app. 3. We recommend setting this up as an **automatic** App if you want your file to be visible to all clients. If you only want this App to be visible to one or more specific clients, set this as a **manual** App. 4. Leave the app set to as _Show as embed_ so that the client isn't directed outside of the portal. 5. Open your Google Calendar in your browser. 6. Click the gear icon in the top-right and select _Settings_. 7. Click the name of the calendar you want to embed from the sidebar under _Settings for my calendars_. 8. Check the box next to _Make available to public_, and choose the permissions you would like from the dropdown. We recommend using the _See all event details_ option. 9. Next, scroll down to the _Integrate calendar_ section and find the _Embed code_. Copy the iframe code. 10. You can click the _Customize_ button if you want to customize the display of the calendar (optional). 11. Go back to the _App Setup_ page and paste the copied iframe code into the content box. ### Looker Studio (formerly Google Data Studio) #### Overview Looker Studio allows you to turn your data into informative, easy to read, easy to share, and fully customizable dashboards and reports. #### App Setup 1. Go to _App Setup_, and click _\+ Add an app_ in the top right corner. 2. Click _Add_ under Google Data Studio. Note: We have not made the name change in the product as of September 2023, but in the future you will find this under Looker Studio. 3. Set a title and icon that represents the app. 4. We recommend setting this up as a **manual** app so that you can embed different data for each client. If you want this app to be visible to all clients, set this as an **automatic** app. 5. Next, click _Add_. You will be taken to the app's page, where you can set the embed for each client, group, or company. 6. Click _Add_ to add your first embed or link. Select the client(s) or company to share the app with. 7. Select _Show as embed_ so that the client isn't directed outside of the portal. 8. Go to your Looker Studio home page and select a **document** that you want to share. 9. Click _Edit_, then click the main _Share_ button in the top-right. 10. Set the link setting to _Public (anyone with the link can view)_. 11. Then, click the drop-down arrow to the right of the _Share_ button in the top right corner. 12. Enable embedding. 13. Copy the embed code or copy the embed URL, either will work. 14. Go back to the app page in Assembly, paste the copied link or code into the content box, and click _Save_. ### Loom #### Overview Loom lets you record your camera, microphone, and desktop simultaneously to create and publish tutorials, guides, presentations, and more types of videos. #### App Setup 1. Go to _App Setup_, and click _\+ Add an app_ in the top right corner. 2. Click _Add_ under Loom. Set a title and icon that represents the app. 3. We recommend setting this up as an **automatic** app so that your Loom will be visible to all clients. If you only want this App to be visible to one or more specific clients, set this as a **manual** App. 4. Leave the app set to as _Show as embed_ so that the client isn't directed outside of the portal. 5. Go to your Loom account and find the video you want to embed in your Loom Library. 6. _Hover_ over your desired video, and click the **link** button to copy the link. 7. Go back to the _App Setup_ page and paste the copied link into the content box. ### Databox #### Overview Databox pulls all of your data into one place so you can track performance and discover insights in real time. #### App Setup ### Power BI #### Overview **Power BI** lets you create data sets, transform and clean the data into a data model and create charts or graphs to provide visuals of the data. #### App Setup ### Acuity Scheduling #### Overview Acuity Scheduling is a tool that allows you to schedule and automate appointments with your clients in a clean and well-designed app. #### App Setup 1. Go to _App Setup_, and click _\+ Add an app_ in the top right corner. 2. Click _Add_ under Acuity Scheduling. Set a title and icon that represents the app. 3. We recommend setting this up as an **automatic** app so that your Acuity calendar will be visible to all clients. If you only want this App to be visible to one or more specific clients, set this as a **manual** App. 4. Leave the app set to as _Show as embed_ so that the client isn't directed outside of the portal. 5. Go to your Acuity account and click _Scheduling Page Link_ in the sidebar. 6. Under _Direct Links and Embedding_, select the _Embed Other_ tab. 7. Copy the iframe code provided. 8. Go back to the _App Setup_ page and paste the copied iframe code into the content box. ### Canva #### Overview Canva is a tool that allows you to design various types of media such as social media posts, logos, invitations, presentations, and more. #### App Setup 1. Go to _App Setup_, and click _\+ Add an app_ in the top right corner. 2. Click _Add_ under Canva. Set a title and icon that represents the app. 3. We recommend setting this up as an **automatic** app so that your Canva design will be visible to all clients. If you only want this App to be visible to one or more specific clients, set this as a **manual** App. 4. Leave the app set to as _Show as embed_ so that the client isn't directed outside of the portal. 5. Go to your Canva design and click _Share_ in the top-right. 6. Click _...More_ at the bottom of the dropdown and then select _Embed <>_. 7. Copy the _Smart embed link_. 8. Go back to the _App Setup_ page and paste the copied link into the content box. ### Google Forms #### Overview Google Forms allows you to create online forms and surveys with multiple question types, and analyze results in real-time and from any device. #### App Setup 1. Go to _App Setup_, and click _\+ Add an app_ in the top right corner. 2. Click _Add_ under Google Forms. Set a title and icon that represents the app. 3. We recommend setting this up as an **automatic** app so that your Google Form will be visible to all clients. If you only want this App to be visible to one or more specific clients, set this as a **manual** App. 4. Leave the app set to as _Show as embed_ so that the client isn't directed outside of the portal. 5. Go to your Google Form and select the _Settings_ tab at the top of your form. 6. Expand the _Responses_ section. 7. Ensure that the form isn't restricted to an organization to allow all clients access to the form. 8. Click _Send_ in the top-right and select _<>_. Copy the iframe code. 9. Go back to the _App Setup_ page and paste the copied link into the content box. ### Google Slides #### Overview Assembly makes it simple to share Google Slides with your clients directly within your portal. #### **App Setup** 1. Go to _App Setup_, and click _\+ Add an app_ in the top right corner. 2. Click _Add_ under Google Slides. Set a title and icon that represents the app. 3. We recommend setting this up as an **automatic** app so that your presentation will be visible to all clients. If you want to embed different presentations for each client, set this as an **manual** App. 4. Leave the app set to as _Show as embed_ so that the client isn't directed outside of the portal. 5. Next, go to your Google Sheets presentation and click _Share_ in the top-right. 6. Under General Access, change it to _Anyone With Link_. 7. Copy the link. 8. Go back to the _App Setup_ page, paste the copied link into the content box and click _Save_. ### Hubspot Meetings #### Overview Hubspot is a CRM that enables users to book meetings, share forms, collect leads, and more. Hubspot Meetings can be embedded directly into Assembly. #### **App Setup** 1. Go to _App Setup_, and click _\+ Add an app_ in the top right corner. 2. Click _Add_ under Google Slides. Set a title and icon that represents the app. 3. We recommend setting this up as an **automatic** app so that your calendar will be visible to all clients. If you want to embed different presentations for each client, set this as an **manual** App. 4. Leave the app set to as _Show as embed_ so that the client isn't directed outside of the portal. 5. Next, go to your Hubspot account, click the _Sales_ tab, and select _Meetings_ from the list _._ 6. Find the meeting you wish to embed and click the _Copy link_ button on the meeting row. 7. Go back to the _App Setup_ page, paste the copied link into the content box and click _Save_. ### Hubspot Forms #### Overview Hubspot is a CRM that enables users to book meetings, share forms, collect leads, and more. Hubspot Forms can be embedded directly into Assembly. #### **App Setup** 1. Go to _App Setup_, and click _\+ Add an app_ in the top right corner. 2. Click _Add_ under Google Slides. Set a title and icon that represents the app. 3. We recommend setting this up as an **automatic** app so that your meeting will be visible to all clients. If you want to embed different presentations for each client, set this as an **manual** App. 4. Leave the app set to as _Show as embed_ so that the client isn't directed outside of the portal. 5. Next, go to your Hubspot account, click the _Marketing_ tab, and select _Forms_ from the list _._ 6. If you have an **existing** form that was created as an embedded form, click the _Edit_ button on the form row. Then, click _Embed_ in the top-right and copy the _Share link._ 7. If you need to create a **new** form, click _Create_ form in the top-right and select _Embedded form_. Create your form and click _Update_ in the top-right, then click _Publish_. Then, copy the _Share link._ 8. Go back to the _App Setup_ page, paste the copied link into the content box and click _Save_. ### Don't see your app? #### Overview Any website or app that supports **iframe** or **link** embeds can be embedded as a Partner App. #### Automatic App Setup **Automatic** apps are automatically connected to all clients. All clients will see the same embedded content. 1. Go to _App Setup_, and click _\+ Add an app_ in the top right corner. 2. Scroll to _Don't see your app?_ Click here and then set a title and icon that represents the app. 3. In the _Setup type_ menu, select **automatic**. 4. Leave the app set to as _Show as embed_ so that the client isn't directed outside of the portal. 5. Go to the app you want to embed and copy the **share link** or **iframe embed code**. 6. Go back to the _App Setup_ page and paste the copied link into the content box. #### Manual App Setup **Manual** apps are manually connected to specific clients. You can add different content for each client. 1. Go to _App Setup_, and click _\+ Add an app_ in the top right corner. 2. Scroll to _Don't see your app?_ Click here and then set a title and icon that represents the app. 3. In the _Setup type_ menu, select **manual**. 4. Click _Add_. You will be taken to the app's page, where you can set the embed for each client, group, or company. 5. Click _Add_ to add your first embed or link. Select the client(s) or company to share the app with. 6. Select _Show as embed_ so that the client isn't directed outside of the portal. 7. Go to the app you want to embed and copy the **share link** or **iframe embed code**. 8. Go back to the app page in Assembly, paste the copied link or embed code into the content box, and click _Save_. 9. Repeat the process for each client or company you wish to connect to the app. ### What if my app does not embed? #### Restricted Embeds Some websites or applications have a policy that restricts link or iframe embeds in external applications. If you try to embed an app that has these restrictions, you will see an error after pasting the link or code into the content box. It is still possible to connect these apps as Partner Apps using the _Connect as link_ setting. Instead of embedding directly into the portal, the connected content will open in a new browser tab. The Partner App will appear as a regular item in the client's sidebar, but the link will open in a new tab when the client clicks on the app. #### Unsupported Embeds Some apps that offer external embeds cannot be supported by Assembly because the embed code contains JavaScript or other unsupported HTML tags. This is seen most commonly in widgets or other interactive embeds. ## Frequently asked questions What if my app does not embed?