--- title: "Help center - In Parallel" description: "How to set up and use In Parallel: Workspaces, meetings and the Recorder, AI assistants, integrations, settings and troubleshooting." url: https://www.in-parallel.com/help --- Help center # 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 ## What would you like to do? - [Get started Getting started with In Parallel](https://www.in-parallel.com/help/getting-started-guide) - [Record a meeting Connect a meeting to your Workspace](https://www.in-parallel.com/help/connect-a-recurring-meeting-meeting-transcriber) - [Set up briefings Configure Workspace briefs](https://www.in-parallel.com/help/digests-daily-weekly-execution-highlights) - [Connect an AI assistant Connect your AI tool to In Parallel](https://www.in-parallel.com/help/connect-your-ai-tool-mcp) ## Browse by topic Choose a topic to see its articles. All topics ## 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.](https://www.in-parallel.com/help/create-an-execution-scope) - [Find anything fast with global search](https://www.in-parallel.com/help/find-anything-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.](https://www.in-parallel.com/help/getting-started-with-in-parallel) - [Glossary Definitions for the current In Parallel product language, including shared context, signals, Workspace pages, Chat, and Send to AI.](https://www.in-parallel.com/help/glossary) - [Key concepts How Workspaces, shared context, pages, sources, signals, and AI fit together in In Parallel.](https://www.in-parallel.com/help/key-concepts) - [What belongs in In Parallel What to keep as Workspace context and what to leave in delivery, document, and communication tools.](https://www.in-parallel.com/help/what-belongs-in-in-parallel-and-what-doesnt) - [What is In Parallel? An introduction to how In Parallel maintains shared Workspace context for people and AI.](https://www.in-parallel.com/help/what-is-in-parallel) All topics ## Home 2 articles - [Actions and ownership How meeting Actions, Action Items, and ownership work together in In Parallel.](https://www.in-parallel.com/help/actions-and-ownership-how-tasks-work) - [Start a chat from Home Ask a question, choose a suggested action, and browse Workspaces, meetings, Topics, and Waiting for you from Home.](https://www.in-parallel.com/help/personal-dashboard) All topics ## Meetings 7 articles - [Classify meetings by type Set or clear a meeting type so preparation, AI-assisted analysis, and meeting filters use consistent context.](https://www.in-parallel.com/help/classify-meetings-by-type) - [Configure Workspace briefs Choose the cadence, time, length, and available delivery controls on the Briefs card.](https://www.in-parallel.com/help/digests-daily-weekly-execution-highlights) - [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.](https://www.in-parallel.com/help/connect-a-recurring-meeting-meeting-transcriber) - [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.](https://www.in-parallel.com/help/download-a-meeting-raw-transcript) - [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.](https://www.in-parallel.com/help/during-the-meeting-capture-signals-without-changing-how-you-meet) - [Review and publish meeting updates Review proposed Workspace updates in a meeting's Actions tab and publish the changes you want to keep.](https://www.in-parallel.com/help/changelogs) - [Review meeting Notes and Actions Review the Notes, Transcript, and AI-drafted follow-ups that In Parallel prepares after a meeting.](https://www.in-parallel.com/help/after-the-meeting-report-review-confirm) All topics ## Workspaces & shared context 4 articles - [Add members to your Workspace Find member controls, add people, and review available membership actions in a Workspace.](https://www.in-parallel.com/help/add-members-stakeholders) - [Adopt maintained pages in an existing Workspace Choose, add, and review one maintained page in an existing Workspace.](https://www.in-parallel.com/help/adopt-workspace-pages) - [Stakeholder reporting How to prepare concise, source-linked stakeholder updates from Workspace context.](https://www.in-parallel.com/help/stakeholder-reporting-without-decks) - [Use your Workspace pages Create, organize, review, and use the maintained pages that hold durable context for a Workspace.](https://www.in-parallel.com/help/team-wiki) All topics ## 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.](https://www.in-parallel.com/help/add-workspace-documents) - [AI in In Parallel How AI builds, maintains, and uses shared Workspace context while keeping consequential actions under human control.](https://www.in-parallel.com/help/how-ai-works-in-in-parallel) - [Configure Workspace observation kinds Choose the Signals a Workspace monitors and review the fields for a custom observation kind.](https://www.in-parallel.com/help/configure-workspace-observation-kinds) - [Follow Topics and storylines Find trending Topics, read their source-linked storylines, and keep the list focused.](https://www.in-parallel.com/help/follow-topics-and-storylines) - [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.](https://www.in-parallel.com/help/run-meeting-follow-ups-with-ai) - [Run work with AI Send Workspace, page, meeting, or observation context to your preferred AI client.](https://www.in-parallel.com/help/send-to-ai) - [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.](https://www.in-parallel.com/help/use-in-parallel-chat) - [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.](https://www.in-parallel.com/help/what-the-ai-can-and-cant-see) - [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.](https://www.in-parallel.com/help/what-you-can-do-with-in-parallel-ai) - [Where Workspace context lives A map of Workspace pages, meetings, signals, goals, documents, Topics, briefings, and Chat in In Parallel.](https://www.in-parallel.com/help/where-your-execution-data-lives) All topics ## 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.](https://www.in-parallel.com/help/connect-chatgpt-to-in-parallel) - [Connect Claude to In Parallel Add the In Parallel MCP connector in Claude and choose which Workspaces it can access.](https://www.in-parallel.com/help/connect-claude-to-in-parallel) - [Connect your AI tool to In Parallel](https://www.in-parallel.com/help/connect-your-ai-tool-mcp) - [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.](https://www.in-parallel.com/help/in-parallel-mcp-tools-reference) - [MCP privacy: mask people in AI responses How Workspace Owners can mask directory-known people in MCP responses, including the limits of that protection.](https://www.in-parallel.com/help/mcp-privacy-mask-people) All topics ## 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.](https://www.in-parallel.com/help/deliver-digests-to-slack-channels) - [Integrations overview What calendar, Recorder, notification, Zoom, and MCP connections do in In Parallel.](https://www.in-parallel.com/help/connect-your-tools-integrations-overview) - [Set up the In Parallel + Excel project workflow in Claude](https://www.in-parallel.com/help/set-up-in-parallel-excel-workflow) - [Sync Excel and In Parallel both ways with Claude](https://www.in-parallel.com/help/sync-excel-and-in-parallel-both-ways) - [Update calendar and Slack permissions Grant newly required calendar or Slack permissions without removing a healthy connection first.](https://www.in-parallel.com/help/update-integration-permissions) - [Use the In Parallel app in Microsoft Teams Chat with In Parallel, receive notifications, and connect a Microsoft Teams channel to a Workspace.](https://www.in-parallel.com/help/use-in-parallel-app-in-microsoft-teams) - [Use the In Parallel MCP with Excel in Claude](https://www.in-parallel.com/help/use-in-parallel-mcp-with-excel) - [Use the In Parallel MCP with Jira in Claude](https://www.in-parallel.com/help/use-in-parallel-mcp-with-jira) - [Using In Parallel with Microsoft 365 Copilot](https://www.in-parallel.com/help/using-in-parallel-with-microsoft-copilot) All topics ## 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.](https://www.in-parallel.com/help/customize-workspace-appearance) - [Manage email notifications Choose email delivery for personal and meeting updates and Workspace briefs.](https://www.in-parallel.com/help/manage-email-notifications) - [Manage your Company settings](https://www.in-parallel.com/help/company-settings) - [Manage your personal settings](https://www.in-parallel.com/help/personal-settings) - [Manage your Workspace settings](https://www.in-parallel.com/help/organization-settings) All topics ## Troubleshooting & FAQ 6 articles - [Common questions Answers to common questions about Workspaces, Home, meetings, pages, signals, Chat, and AI.](https://www.in-parallel.com/help/common-questions) - [Troubleshooting: Action Items Solutions for missing owners, cluttered Action Items, due dates, and completed work.](https://www.in-parallel.com/help/troubleshooting-tasks) - [Troubleshooting: Integrations Solutions for calendar, Recorder, Slack, Teams, Zoom, and MCP connection issues.](https://www.in-parallel.com/help/troubleshooting-integrations) - [Troubleshooting: Meetings and Recorder Solutions for Recorder joining, missing Notes or Transcript, Workspace association, and meeting follow-up Actions.](https://www.in-parallel.com/help/troubleshooting-meeting-loop) - [Troubleshooting: Workspace briefs and delivery Fix missing Workspace briefs, delivery problems, duplicate notifications, and incorrect audiences.](https://www.in-parallel.com/help/troubleshooting-digests-reporting) - [When things feel off (quick fixes)](https://www.in-parallel.com/help/when-things-feel-off-quick-fixes) All topics ## Other 2 articles - [Using Google Meet with In Parallel](https://www.in-parallel.com/help/using-google-meet-with-in-parallel) - [Using In Parallel with Zoom](https://www.in-parallel.com/help/using-in-parallel-with-zoom) All topics ## Step-by-Step Guides 1 article - [Getting started with In Parallel Connect your calendar, set up a focused Workspace, and turn one meeting into reusable context.](https://www.in-parallel.com/help/getting-started-guide)