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How to use In Parallel
Step-by-step help for setting up In Parallel, running your meetings through it, and connecting it to the tools and AI assistants you already use.
58 articles in 11 collections
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Getting started
7 articles
- Create and choose a Workspace What Workspaces are, how to choose a useful boundary, and where to create one in In Parallel.
- Find anything fast with global search
- Get started with In Parallel Connect your calendar, set up one focused Workspace, and prepare your first meeting with the Recorder, using Getting started on Home.
- Glossary Definitions for the current In Parallel product language, including shared context, signals, Workspace pages, Chat, and Send to AI.
- Key concepts How Workspaces, shared context, pages, sources, signals, and AI fit together in In Parallel.
- What belongs in In Parallel What to keep as Workspace context and what to leave in delivery, document, and communication tools.
- What is In Parallel? An introduction to how In Parallel maintains shared Workspace context for people and AI.
Home
2 articles
Meetings
7 articles
- Classify meetings by type Set or clear a meeting type so preparation, AI-assisted analysis, and meeting filters use consistent context.
- Configure Workspace briefs Choose the cadence, time, length, and available delivery controls on the Briefs card.
- Connect a meeting to your Workspace Add a calendar meeting to a Workspace, control whether the Recorder joins, or invite the Recorder by link or email.
- Download a meeting's raw transcript How to download the full raw transcript of a meeting from its meeting page — a non-MCP way to control exactly what meeting data you take into other tools.
- During a meeting: help the Recorder capture useful context How to make decisions, actions, risks, and ownership clear without turning a meeting into a tool session.
- Review and publish meeting updates Review proposed Workspace updates in a meeting's Actions tab and publish the changes you want to keep.
- Review meeting Notes and Actions Review the Notes, Transcript, and AI-drafted follow-ups that In Parallel prepares after a meeting.
AI in In Parallel
10 articles
- Add documents to a Workspace or Chat Add documents as durable Workspace context, use one to create a maintained page, or attach one to a Chat conversation.
- AI in In Parallel How AI builds, maintains, and uses shared Workspace context while keeping consequential actions under human control.
- Configure Workspace observation kinds Choose the Signals a Workspace monitors and review the fields for a custom observation kind.
- Follow Topics and storylines Find trending Topics, read their source-linked storylines, and keep the list focused.
- Run a meeting follow-up with AI Review a prepared meeting Action and continue it in your preferred AI client without losing the meeting context.
- Run work with AI Send Workspace, page, meeting, or observation context to your preferred AI client.
- Use In Parallel Chat Ask from Home, from the chat bar on any page, or Ask about this page; choose the context, arrange the chat window, and manage recent conversations.
- What the AI can and can't see The data boundaries behind a connected AI assistant — which Workspaces it can reach, what it can read versus change, and what it never sees, all set by you.
- What you can do with In Parallel's AI Choose the right AI surface for a briefing, a page-aware question, a focused handoff, or work in a connected AI tool.
- Where Workspace context lives A map of Workspace pages, meetings, signals, goals, documents, Topics, briefings, and Chat in In Parallel.
AI assistant access
5 articles
- Connect ChatGPT to In Parallel Add In Parallel as a custom MCP app in ChatGPT and choose its Workspace access.
- Connect Claude to In Parallel Add the In Parallel MCP connector in Claude and choose which Workspaces it can access.
- Connect your AI tool to In Parallel
- In Parallel MCP tools reference The full set of tools your AI assistant can use once you connect it to In Parallel over MCP — grouped by what they do, and which ones read versus write.
- MCP privacy: mask people in AI responses How Workspace Owners can mask directory-known people in MCP responses, including the limits of that protection.
Connect your tools
9 articles
- Deliver Workspace updates to a Slack channel Connect a Slack channel to a Workspace and deliver briefs and meeting updates there.
- Integrations overview What calendar, Recorder, notification, Zoom, and MCP connections do in In Parallel.
- Set up the In Parallel + Excel project workflow in Claude
- Sync Excel and In Parallel both ways with Claude
- Update calendar and Slack permissions Grant newly required calendar or Slack permissions without removing a healthy connection first.
- Use the In Parallel app in Microsoft Teams Chat with In Parallel, receive notifications, and connect a Microsoft Teams channel to a Workspace.
- Use the In Parallel MCP with Excel in Claude
- Use the In Parallel MCP with Jira in Claude
- Using In Parallel with Microsoft 365 Copilot
Account & settings
5 articles
- Customize a Workspace's appearance Choose a Workspace color or upload an image so the Workspace is easier to recognize in navigation and Chat context.
- Manage email notifications Choose email delivery for personal and meeting updates and Workspace briefs.
- Manage your Company settings
- Manage your personal settings
- Manage your Workspace settings
Troubleshooting & FAQ
6 articles
- Common questions Answers to common questions about Workspaces, Home, meetings, pages, signals, Chat, and AI.
- Troubleshooting: Action Items Solutions for missing owners, cluttered Action Items, due dates, and completed work.
- Troubleshooting: Integrations Solutions for calendar, Recorder, Slack, Teams, Zoom, and MCP connection issues.
- Troubleshooting: Meetings and Recorder Solutions for Recorder joining, missing Notes or Transcript, Workspace association, and meeting follow-up Actions.
- Troubleshooting: Workspace briefs and delivery Fix missing Workspace briefs, delivery problems, duplicate notifications, and incorrect audiences.
- When things feel off (quick fixes)
Other
2 articles
Step-by-Step Guides
1 article