Onboarding Checklist

Onboarding Checklist

Follow this checklist to get the most out of the platform:

✅ Connect Calendar

Connect your calendar to automatically sync meetings:

• Go to Settings → Integrations
• Select your calendar provider (Google, Microsoft, or Zoom)
• Authorize the connection
• Configure sync frequency
• Verify meetings are appearing in your dashboard

✅ Set Up Integrations

Connect your favorite tools:

• Jira: Connect for project management integration
• Salesforce: Connect for CRM synchronization
• Review other available integrations in the Integrations section

✅ Create First Meeting

Create your first meeting manually or let calendar sync do it automatically:

• Go to Meetings → Create Meeting
• Enter meeting title and description
• Add meeting URL (Zoom, Teams, or Google Meet link)
• Set scheduled start and end times
• Assign to a folder (optional)
• Save the meeting

✅ Upload First Recording

Upload your first recording to see the platform in action:

• Click Upload button in the navigation
• Select a video or audio file (MP4, MP3, M4A, or WAV)
• Add a title and description
• Wait for processing to complete
• Review the transcript and AI summary

✅ Configure Team Members

Set up your team for collaboration:

• Invite team members from Settings → Team Management
• Assign appropriate roles to each member
• Set up folder permissions if needed
• Share your first recording with team members

Next Steps

Now that you're set up, explore these features:

• Learn about Integrations: Connect your calendar and favorite tools
• Explore AI Features: Try the AI chat and custom prompts
• Organize Your Content: Create folders and add tags
• Set Up Signals: Configure custom signals for automatic detection
• Review Best Practices: Check out our best practices guide

Need Help?

• Documentation: Browse our comprehensive documentation
• Support: Contact our support team for assistance
• Community: Join our community forum to connect with other users

Welcome aboard! 🚀