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When you sign in for the first time, the app presents a three-step onboarding wizard. You must complete all three steps before you can access the main app.

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Step 0: About You

Provide your basic profile information:
  • Name — Pre-filled from your account. Editable if needed.
  • Email — Pre-filled and locked to your login email.
  • Job Position — Your role (e.g., “Account Executive”, “Sales Manager”). This helps the AI tailor meeting analysis to your context.

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Step 1: Your Company

Describe your company in a free-text field:
  • What does your company do? — A brief description of your company’s product or service. This context is used by the AI when generating meeting summaries and coaching feedback, helping it understand industry-specific terminology and goals.

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Step 2: Connect Calendar

The final step connects your calendar and provides additional company context:
  • Company website — Your company’s URL. Used for participant mapping and company context enrichment.
  • Docs URL (optional) — A link to your product documentation, if available.
  • Google Calendar — Connect your Google Calendar via OAuth. This is required before you can proceed.

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Why Google Calendar Is Required

Google Calendar powers several core features:
  1. Meeting matching — When a meeting window is detected on your desktop, the app matches it to your calendar events to pre-fill the meeting title and participant list.
  2. Slack briefings — Pre-call briefings are triggered based on upcoming calendar events.
  3. Recall.ai calendar sync — Your calendar is registered with Recall.ai for webhook-driven event updates, keeping your meeting schedule in sync automatically.
After connecting Google Calendar, a green checkmark confirms the connection. Click Complete to finish onboarding and enter the app.

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Editing Your Profile Later

Onboarding data can be updated after initial setup through the app settings. Changes to your company description and website are reflected in future AI-generated analyses.