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 briefing, or select Add context before sending when the answer should use a particular Workspace or meeting.
The setup steps below give In Parallel one coherent Workspace and meeting to use as context.
Step 2 — Connect your calendar
Open Settings → Personal → Integrations, then connect Google Calendar or Outlook Calendar.
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.
Step 3 — Create one focused Workspace
Expand Workspaces in the navigation and select Add workspace.
Use a clear name and a short description of the responsibility the Workspace covers. A good first Workspace is one team, project, program, operation, account, or mission with a coherent owner and meeting cadence.
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, expand the Workspace beneath Workspaces. Current Workspaces can show maintained pages directly under the Workspace name.
See also: Create a Workspace.
Step 4 — Connect an upcoming meeting
Open Meetings, select an upcoming meeting, then select Add workspace or Publish to and choose the Workspace.
Choose only the Workspaces the meeting genuinely concerns. A broad association can make later Notes, observations, pages, and briefings noisy.
Return to the Meetings timeline and check Recorder joining for that meeting. Leave it off when participants have not been informed or the meeting should not be captured.
See also: Connect a meeting to your Workspace.
Step 5 — Run the meeting normally
Confirm Recorder joining 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.
A meeting Action can prepare a supported AI handoff or a Changelog proposal such as Publish changes to a maintained Workspace page. Review the task, destination, audience, and wording before continuing.
See also: Review meeting Notes and Actions.
Step 7 — Reuse the context in a page or Chat
Open a maintained Workspace page, then choose Ask or Run with AI when you have a concrete next step.
Workspace pages hold durable narrative such as a Charter, Decision Log, Retro Log, Runbook, or Opportunities page. About this page explains what a page is for and which source context maintains it.
Use Ask for a question that should carry the open page into In Parallel Chat. Use Run with 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 → Personal → Notifications controls talking points and post-meeting Notes, plus the delivery time for the personal Daily Digest.
Settings → [Workspace] → Notifications controls the Workspace briefing and recap schedules.
Briefings look forward at what needs attention. Recaps summarize what changed. They have independent schedules and delivery settings.
See also: 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.