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.

Widen the AI's scope gradually

The key to adoption is expanding what you delegate to the AI step by step.

1. Start by letting the AI draft only, with a person reviewing before anything is sent (Ask mode and Agent mode)
2. Once the team is comfortable, decide who approves what with the action proposal approval flow
3. Every run is logged, so you can widen the scope a little at a time

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