Set up your team's workflow

This page covers the settings for getting your team started. It takes about 10 minutes and completes the first-week guide.

Invite members

1. Open Settings → Team members.
2. Invite your members. Each member's email and calendar are connected automatically the moment they sign in (see Connect your accounts).

Tune notifications

Adjust notifications in Settings → Notifications. Destinations include in-app, email, Slack, and LINE.

For team use, routing things like "post the minutes to Slack when they're ready" into the places your team already lives makes adoption much faster. See Setting up notifications.

Expand how you use AI

The key to adoption is starting with AI in the places your team already works, a little at a time.

1. Start by asking the AI chat about your deals and meetings. The AI chat is currently Ask mode only and doesn't create or update data (AI chat modes)
2. On the go, use the LINE integration to ask the same kind of questions from LINE
3. Teams that use ChatGPT, Claude, or similar can look up Aitane data from external AI with the MCP integration

Plans and billing

Review or change plans and billing under Settings → Plans / Settings → Billing. See Plans and billing.

That's the end of the first-week guide

You've gone from connecting accounts through recording, follow-up, records, and team setup. When questions come up day to day, search the help center or ask the chat at the bottom right.

• Browse feature help
• Contact us