--- title: "Getting started with In Parallel - In Parallel help" description: "Connect your calendar, set up a focused Workspace, and turn one meeting into reusable context." url: https://www.in-parallel.com/help/getting-started-guide --- # Getting started with In Parallel Connect your calendar, set up a focused Workspace, and turn one meeting into reusable context. On this page Step-by-Step Guides Set up one focused Workspace, capture one real meeting, and reuse its context in a Workspace page or Chat. You do not need to configure every integration or feature before the first loop is useful. Plan about 30 minutes for setup, plus the meeting itself. ## What you’ll do - Connect the calendar that contains your work meetings. - Create one focused Workspace. - Connect an upcoming meeting and control whether the Recorder joins. - Review the meeting’s Notes, Transcript, and Actions. - Continue from Home, a maintained Workspace page, or Chat. - Choose only the notifications that help you keep up. --- ## Step 1 — Open Home **Sign in to In Parallel and select Home in the navigation.** Home is now your personal Chat starting point. Use **Ask anything** to begin, choose a suggested request such as **Morning brief**, or select **Add context** before sending when the answer should use a particular Workspace or meeting. Home with Ask anything, suggested requests, and Workspace navigation Cards and List controls above Workspaces, Past meetings, Topics, and Waiting for you Use **Cards** or **List** to browse **Workspaces**, **Past meetings**, **Topics**, and **Waiting for you**. Open a section link for its full list. **Daily digest** is in the navigation. Until you finish onboarding, Home also shows **Getting started**: steps to connect your calendar (**Google Calendar** or **Microsoft Outlook**), set up your first Workspace, and check your next meetings, plus extras: connecting **Zoom** (needed if your meetings use Zoom), and optionally **Slack** and an intro with the In Parallel team. The steps in this guide cover the same ground. Select **Dismiss** to fold the section into an **Onboarding** bar, and **Continue** to open it again. The setup steps below give In Parallel one coherent Workspace and meeting to use as context. --- ## Step 2 — Connect your calendar **Open Settings → Account → Connections, then connect Google Calendar or Outlook Calendar.** If you skipped calendar access at sign-in, you can also select **Connect** in the **Your next meetings** step of **Getting started** on Home. Use the calendar that contains the meetings you want to see in In Parallel. Complete the provider’s authorization flow and confirm the integration shows **Connected**. Calendar access lets **Meetings** show your schedule and gives you control over which sessions the Recorder joins. Follow your organization’s recording, consent, and retention policy before enabling automatic capture. > **See also:** [Connect your calendar](https://support.in-parallel.com/en/articles/591106-connect-your-calendar-notifications-and-ai-tools#h_0a20b8fbe9). --- ## Step 3 — Create one focused Workspace **Expand Workspaces in the navigation and select Add workspace.** Enter a clear **Workspace name** and select **Continue**. Enter its **Purpose**, then continue to the editable preview. Review the name, Purpose, **Structure**, and **Create under** before selecting **Save workspace**. A good first Workspace is one team, project, program, operation, account, or mission with a coherent owner and meeting cadence. After saving, use **Add workspace data** to attach meetings or upload documents. Select **Done** to finish without adding sources yet, then review the Context page generated from your Purpose. If two streams have different owners, access needs, or success measures, create separate Workspaces. Add only the members and context needed for the first meeting. After creation, select the Workspace beneath **Workspaces**. Select its **Pages** section heading to open the **Pages & meetings** library. > **See also:** [Create a Workspace](https://www.in-parallel.com/help/create-an-execution-scope). --- ## Step 4 — Connect an upcoming meeting **Open Meetings, select an upcoming meeting, then select Add workspace or the existing Workspace names or count.** Choose only the Workspaces the meeting concerns, then select **Save**. A broad association can make later Notes, observations, pages, and briefings noisy. Return to the Meetings timeline and check the **Recorder joining** switch. Turn it on only when participants have been informed and the meeting should be captured. > **See also:** [Connect a meeting to your Workspace](https://www.in-parallel.com/help/connect-a-recurring-meeting-meeting-transcriber). --- ## Step 5 — Run the meeting normally **Confirm the Recorder is invited before the meeting, then run the conversation as you normally would.** State important decisions, ownership, and dates clearly. The Recorder can capture source material, but it cannot repair an ambiguous commitment or decide what participants meant. After the meeting, wait for processing to finish. If no result appears, confirm that the Recorder joined successfully before changing other settings. --- ## Step 6 — Review Notes, Transcript, and Actions **Open the processed meeting and review each available tab.** - **Notes** is the readable meeting output. - **Transcript** is the source wording when a transcript is available. - **Actions** contains reviewable follow-ups prepared from this meeting. Check names, decisions, commitments, dates, and other consequential details against what participants agreed. Treat AI-prepared wording as a proposal. Open **Actions → Workspace updates** to review proposed changes for the intended Workspace before selecting **Publish**. The meeting-notes email can suggest the Workspace, or you can map it manually with **Publish to** in the meeting details. > **See also:** [Review meeting Notes and Actions](https://www.in-parallel.com/help/after-the-meeting-report-review-confirm). --- ## Step 7 — Reuse the context in a page or Chat **Open a maintained Workspace page, then choose Ask about this page or Send to AI when you have a concrete next step.** Workspace pages hold durable narrative such as Context, Decision Log, Retro Log, Runbook, or Opportunities page. **About this page** explains what a page is for and which source context maintains it. Empty contextual composer with a visible Workspace context chip Use **Ask about this page** to open the contextual composer, check the visible context chip, and ask your question. Use **Send to AI** when you want to continue the page or meeting context in a supported AI client. Review any proposed edit or external action before it is applied. If the Workspace does not have a useful page yet, open **Settings → [Workspace] → Pages**, select **Manage pages**, then choose a page type that solves a real continuity problem. You can also open **Home**, select **Add context**, and add the Workspace to a new conversation. --- ## Step 8 — Choose notification delivery **Open Settings and configure only the personal or Workspace notifications you need.** - **Settings → Account → Notifications** controls in-app notifications and post-meeting Notes, plus the delivery time for the personal Daily Digest. - **Settings → [Workspace] → Notifications** contains the **Briefs** card for scheduling, length, and delivery. Briefings look forward at what needs attention. For Slack or Microsoft Teams channel copies, also review **Deliver briefs to channels** under **Workspace → Meetings & channels**. > **See also:** [Manage email notifications](https://www.in-parallel.com/help/manage-email-notifications). --- ## You’re ready when - Your calendar is connected. - One focused Workspace exists with the right members. - Participants know when the Recorder will join. - One meeting is connected to the Workspace. - You can find the meeting’s Notes, Transcript, or Actions after processing. - You have followed a source or reused the context in a Workspace page or Chat. - Notification delivery matches how you want to keep up. The goal is not to complete every configuration screen. The first loop is working when people and AI can return to the same maintained context without reconstructing the meeting from memory. ## Related - [Get started with In Parallel](https://www.in-parallel.com/help/getting-started-with-in-parallel) - [Key concepts](https://www.in-parallel.com/help/key-concepts) - [Use your Workspace pages](https://www.in-parallel.com/help/team-wiki) - [Use In Parallel Chat](https://www.in-parallel.com/help/use-in-parallel-chat) - [Troubleshooting: Getting Started & Setup](https://support.in-parallel.com/en/articles/591111-troubleshooting-getting-started-setup) [All help articles](https://www.in-parallel.com/help)