Setup
Connect your tools and configure your workspace.
Overview
This guide helps you configure your account, connect integrations, and prepare your workspace for smooth usage.
Connect your calendar
Start by linking your Google Calendar or Outlook account.
This allows:
automatic meeting detection
real-time recording
seamless scheduling sync
Choose your meeting platforms
Ensure your meetings are hosted on supported platforms.
Supported platforms include:
Zoom
Google Meet
Microsoft Teams
Configure your workspace
Set up your workspace preferences to match how your team works.
You can:
rename your workspace
adjust default settings
manage permissions
Invite your team
Add team members to collaborate and share insights.
Send invites via email
Assign roles and access levels
Start sharing meeting summaries
Set up integrations
Connect tools you already use to streamline your workflow.
Popular integrations:
Slack
Notion
Linear
HubSpot
Final checks
Before you start:
confirm your calendar is connected
ensure meetings are scheduled properly
test with a sample meeting
What’s next
Once setup is complete, explore features to get the most out of your workflow.
