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Quickstart

Available Roles: Member, Admin Platforms: Web, Mac, Windows, Linux, iOS, Android Reviewed: 2026-03-14

Use this flow when you want a clean first run for a new workspace or new user.

1. Create or open a workspace

Section titled “1. Create or open a workspace”
  1. Sign in and open your workspace.
  2. If this is your first workspace, confirm your profile, workspace name, and invite settings.
  3. Review your member list and workspace controls before inviting a broader audience.

2. Start or schedule a meeting

Section titled “2. Start or schedule a meeting”
  1. From workspace home, choose Start a meeting for an instant call.
  2. Or choose Schedule a meeting to set date/time, guests, and recurrence.
  3. Configure Access, Lobby, and any agenda or prep context before saving.

3. Check devices in the lobby

Section titled “3. Check devices in the lobby”
  1. Grant microphone and camera permissions.
  2. Toggle mic/video before joining.
  3. Open settings to pick a specific microphone or camera if the defaults are not correct.

4. Run the call

Section titled “4. Run the call”
  • Use Captions and Transcript when the team needs a live written record.
  • Use People to watch the waiting room and moderate participants.
  • Use Chat, Notes, and Share to keep the discussion productive.
  • Use the network panel if call quality becomes unstable.

5. Review the follow-up

Section titled “5. Review the follow-up”
  1. Open the recap to review summaries, decisions, recordings, or action items.
  2. Open workspace Search when you need to recover a specific phrase, owner, or meeting moment.
  3. Route the final follow-up into Slack, Notion, or another system if your workspace supports it.
Section titled “Related tasks”