Getting Started — Setting Up Your Living Execution Plan
Set up In Parallel from your first login to a fully functioning Living Execution Plan. This guide mirrors the first onboarding session with Customer Success: log in and connect your calendar, create a Workspace, add your first goal, and see your plan come to life after your first meeting.
What You'll Do and Learn
Log in and confirm your calendar is connected
Set up your first Workspace
Add your first goal
See your Living Execution Plan dashboard
Have your first meeting and read the AI-generated summary
Manage tasks from your Personal Dashboard
Turn on the Digest for scheduled team updates
This is not a full feature tour. After setup, your Customer Success contact will arrange deep dives into the features you need most.
Step 1 — Log In and Find the Getting Started Checklist
Click the invitation link in your email, then sign in with Microsoft 365 or Google Workspace.
After login you land on your Personal Dashboard, where a Getting started checklist walks you through setup. It has three steps:
Getting started — book a 30-minute intro with the In Parallel team and connect your tools
Set up your first workspace — covered in the steps below
Have your first recorded meeting
Each step has a Mark complete toggle on the right, and the checklist disappears once all three are done.
Note: Prefer not to connect Google or Microsoft directly? In Parallel can also be invited to meetings by email — ask your In Parallel Customer Success manager for the recorder invitation address.
See also: Getting started with In Parallel walks through the checklist on its own.
Step 2 — Connect Your Tools
Connecting your calendar is what makes In Parallel useful — it lets us detect your meetings, prepare you for them, and capture decisions and actions as they happen.
In the Getting started checklist, find the Connect your tools card and click Connect next to each tool.
Google Calendar or Microsoft Outlook — connect whichever matches your work email. You only connect one calendar, and In Parallel only reads your meeting details.
Slack — connect it to receive post-meeting reports, task updates, and Digest summaries as direct messages.
Each button changes to Connected once you've authorized access.
Tip: Start with your calendar — it's In Parallel's primary execution anchor. Without it, In Parallel can't see your meetings or start capturing automatically.
Step 3 — Confirm Your Meetings Appear
Once your calendar is connected, verify it worked. Meetings should start appearing within a minute.
Click My meetings in the left nav and check that your upcoming meetings are listed.
If meetings don't appear, open Settings and check your calendar permissions
The Recorder joining toggle on each meeting controls whether the Transcriber joins to capture it — it's on by default for every meeting
After a meeting is done, its summary stays on the same timeline — past meetings sit below the Now marker. Use the date-scale tray at the top (week / month / year) to jump to any point in time
Tip: Turn Recorder joining off for an individual meeting if you don't want the Transcriber to join. Leave it on for your regular team meetings and let In Parallel start building your plan from day one.
Step 4 — Create Your First Workspace
A Workspace is the team, project, program, account, or mission boundary that In Parallel tracks. You create and switch between Workspaces from the Managing section in the left nav.
From the checklist: The Set up your first workspace step offers a guided path — accept a calendar-suggested Workspace, or click Create workspace manually to open the same form described below. See Workspaces for that flow.
Click Managing to expand it, then click the + icon next to it.
A modal appears. Fill in:
Workspace name — name it after a real team, project, program, account, or mission you own
Description (optional) — a sentence or two about what this Workspace covers
Click Create.
In Parallel creates the Workspace and takes you to its dashboard automatically.
Tip: The description is technically optional, but we strongly recommend filling it in. It's the single biggest input to the quality of AI-generated content for this Workspace — a sentence or two about what this team does and why it exists pays off across every Digest, every meeting summary, and every priority In Parallel surfaces.
Tip: Start with one Workspace that reflects your most important team or initiative. You can add more later with the + icon in Managing.
Step 5 — Land on Your New Workspace
After creating the Workspace, In Parallel drops you into its dashboard. The empty state is expected — your next step is to add a goal.
Confirm the new Workspace appears under Managing in the left nav, and that the nav now shows Execution plan, Goals, Meetings, and Findings.
The Workspace header shows the Workspace name and member avatars at the top of the content area
Click Home in the left nav at any time to return to your Personal Dashboard
Step 6 — Choose Your First Goal Type
Goals anchor your Living Execution Plan. They give In Parallel the context to surface the right priorities and flag the right risks after each meeting.
Click Goals in the left nav under your Workspace, then click + and pick the goal type that fits.
OKR — Ambitious objective with measurable key results
KPI — An ongoing metric you want to track over time
Milestone — A specific deliverable with a target date
Tip: If you're not sure which to pick, start with a Milestone. It's the fastest to fill in and gives In Parallel something concrete to anchor priorities against right away.
Step 7 — Fill In Your Goal Details
Tell In Parallel what you're trying to achieve and why it matters. The more context you give, the more relevant the AI-generated plan output.
Fill in the objective, the reason it's important, assign an owner, and set a target date.
What do you want to achieve? — write it as an outcome, not a task (e.g. "Increase checkout conversion rate" not "Run UX research")
Why is this important? — this is the context In Parallel uses to prioritize signals from your meetings
Owner — pick the single person accountable
Target Date — when the work should be done
Tip: Don't skip "Why is this important?" — it's the field that most improves the quality of AI-generated plan content.
Step 8 — Add Key Results
Key Results make your objective measurable. In Parallel tracks them to show progress toward the goal over time.
Click Add Key Result +, give it a title, and set the unit, start value, and target value.
Pick the Unit that matches what you're measuring (% Percentage, $ US Dollar, count, etc.)
Add one Key Result per measurable outcome — you can always add more later
Click Confirm and create to save
Step 9 — Land on Your Living Execution Plan Dashboard
Your Workspace dashboard is your always-up-to-date home for this team, project, or program. In Parallel populates it as meetings happen — at this stage most cards will still show empty states.
Take a moment to see what's there.
Priorities — what to focus on right now; will populate after your first captured meeting
Goals & Commitments — shows the goal you just added; click + Add the first goal if you skipped that step
Timeline — visualizes Workstreams and Milestones across time
Risks & Dependencies — flagged automatically as the AI processes meetings
Decision History and "What changed" snapshots — surface what changed between updates and who made the change
Click any tile to open and edit the underlying Editable Object
The avatars in the top-right show Workspace members; click the + to invite more
If the dashboard is blank: In Parallel normally adds the standard widgets automatically. If yours is empty, open the … menu in the top-right of the dashboard and choose Add Widget, then select Team Execution Planning Agent from the data-source list — that one widget set generates Priorities, Goals, and Summary together.
Step 10 — Edit the Plan in the Text View
Every Workspace has a full text version of the Execution Plan with version history. The AI maintains it after each meeting, but you can edit it any time.
Click Execution plan in the left nav under your Workspace, then click the … menu in the top-right and choose Edit.
The text version contains the entire plan — Summary, Top Actions, Constraints, what you're explicitly not doing, and more
Version history on the right shows every change with author and timestamp — toggle Changes to highlight what's new
Use Update Template if you want to adjust the structure In Parallel uses for this Workspace
Tip: The AI proposes changes to this plan after each meeting; you remain in control. Edit freely — your changes become part of the next version.
Step 11 — Keep Your Goals Up to Date
Goals stay current as the AI processes meetings, but you can — and should — open them to update progress, add notes, and adjust state.
Click Goals in the left nav under your Workspace to see all goals for this Workspace. Click any goal to open its detail view.
Each goal card shows Progress, Action Plan, Description, and Latest updates
Each goal needs an Owner, State (Green / Amber / Red), and Duration
Use Provide an update in the goal detail to log progress notes — these flow into the Living Execution Plan
Tip: Keep to a maximum of five active goals per Workspace. Too many goals dilutes focus — and the AI uses the goal list to decide what to surface first.
Step 12 — Have Your First Meeting
The fastest way to see the Living Execution Plan work is to let In Parallel capture a real meeting. Make sure Recorder joining is on for the meeting (it is by default), then run the meeting as you normally would.
After the meeting, you'll get a summary email with the proposed changes to your Workspace.
The email links straight to the meeting's summary and the Publish card, where you accept or adjust the AI-extracted changes
Past meeting summaries are always available on the My meetings timeline — scroll to the meeting or use the date-scale tray to jump to its date
The Transcriber joins automatically when it's invited or detects an In Parallel user on the calendar invite
Tip: If you don't want the Transcriber in a particular meeting, switch Recorder joining off on that meeting before it starts, or simply don't admit the Transcriber from the waiting room.
Step 13 — Return to Your Personal Dashboard for Tasks
As meetings get captured, In Parallel assigns you tasks. They land on your Personal Dashboard, alongside your goals and meetings.
Click Home in the left nav to return to your Personal Dashboard.
Tasks are grouped by status: Overdue, Due today, and so on
Hover or click a task row to reveal action buttons: Complete, Snooze, Delegate, or Open
Use the Managing menu to switch into the Workspaces you own or are a member of
Step 14 — Turn On the Digest for Your Workspace
The Digest is a scheduled execution summary for the Workspace, delivered straight to your email inbox. It gives the whole team a quick, actionable view of what's changed and what's coming up.
Open your Workspace settings (gear icon in the top-right of the Workspace dashboard) and scroll to Digests.
Set the Delivery cadence (e.g. every week on Friday at 08:00)
Choose the Delivery method (email)
Enable the Workspace digest toggle
Optionally Edit template to adjust what the digest includes
You'll start receiving Digest emails on the cadence you set. A typical Digest highlights today's most important work, current plan summary, key meetings to prepare for, and recently completed actions.
Step 15 — Where to Go for More Help
You can reach our Help Center and chat support directly from inside the product, or from any in-parallel.com page.
Help Center articles — open support.in-parallel.com or click Customer support at the bottom of any in-parallel.com page, then browse or search by topic
Messenger chat — click the chat icon in the bottom-right of any in-parallel.com page to message the Customer Success team or search the Help Center inline
Direct email —
[email protected]
Done — You Have a Fully Functioning Living Execution Plan
You've set up In Parallel and connected the loop: meetings → AI-captured updates → Living Execution Plan → tasks and Digests back to your inbox.
Your setup checklist:
[ ] Calendar connected and meetings syncing
[ ] Workspace created with a name and description
[ ] At least one goal defined with an owner and target date
[ ] Living Execution Plan dashboard showing Priorities, Goals, and Summary
[ ] First meeting captured and summary email received
[ ] Digest turned on for your Workspace
Next: Have more meetings. The In Parallel Transcriber will join, capture the discussion, and update your Living Execution Plan automatically. Your Customer Success contact will follow up to arrange deep dives on the features most relevant to your team.