The fastest way to understand In Parallel is to prepare one real meeting, let the Recorder capture it, and review the result. You do not need to configure every goal, page, integration, or AI tool before the first meeting.
Plan about 30 minutes for setup.
1. Connect your calendar
Open Settings → Personal → Integrations and connect the calendar that contains the meetings you want to use with In Parallel.
Calendar access lets Meetings show your upcoming schedule and gives you control over which sessions the Recorder joins. Connect your Slack, Microsoft Teams, or email delivery options later if your organization uses them for notifications.
See Connect your calendar and notification tools for provider-specific guidance.
2. Create one focused Workspace
Open the navigation menu, expand Workspaces, and select Add workspace.
Give the Workspace a clear name and a short description of the responsibility it covers. A good first Workspace is one team, project, program, account, or mission with a coherent owner and meeting cadence.
Keep the first setup small. Add only the members and context needed for the meeting you plan to capture.
3. Tell participants about the Recorder
Before the meeting, tell participants that the In Parallel Recorder will join and explain how your organization uses the recording, transcript, Notes, and Actions.
Follow your organization's consent and privacy requirements. If participants cannot be informed in advance, leave Recorder joining off until they can be.
4. Connect the meeting to the Workspace
Open Meetings from the navigation.
Select the upcoming meeting.
Use Add workspace or Publish to in the meeting details.
Choose the Workspace that should receive the meeting context.
For a recurring meeting, confirm that you are connecting the intended series rather than only one occurrence.
5. Turn on Recorder joining
Return to the Meetings timeline and find the upcoming meeting. Switch Recorder joining on.
The toggle is available on upcoming meeting cards. Check it again before the meeting if the calendar event, organizer, or conferencing link changes.
6. Review the meeting result
After processing finishes, open the meeting. Depending on what was captured, the meeting can show:
Notes — the readable meeting output
Transcript — the source record when a transcript is available
Actions — reviewable follow-ups prepared from the meeting
Identify one useful outcome: a decision, action, risk, question, or learning that should remain connected to the Workspace.
If a tab is empty, confirm that the Recorder joined successfully and that processing has finished before assuming the meeting contained no useful context.
7. Continue from Home or a Workspace page
Open Home and ask a question in Ask anything, or choose a suggested action such as Morning briefing. Use Add context to focus the request on the Workspace you created, then follow a source link in the answer.
When the Workspace already has maintained pages, open one from beneath the Workspace name. Use About this page to understand what it draws on, then use Run with AI or Chat to continue from that context.
You can add more pages, goals, meetings, and integrations after the first loop is useful. More setup is not the goal; reusable context is.
You're ready when
One focused Workspace exists with the right members.
Participants know the Recorder will join.
One upcoming meeting is connected to the Workspace.
Recorder joining is on for that meeting.
You can find the meeting's Notes, Transcript, or Actions after processing.
You have followed at least one source link or reused the context in Chat.