How to create your workspace and complete onboarding

Welcome! This guide walks you from first login to getting real insights.

What you’ll need

• A work email (Google or Microsoft works great)
• A few user session recordings (audio or video)

Step 1: Sign in and create your workspace

1. Go to the app and sign in with Google or Microsoft.
2. When prompted, create a new workspace:
   • Give it a clear name (e.g., “Acme Research”).
   • Confirm your email and basic details.
3. Invite teammates now or later—collaboration is built in.

Step 2: Connect your calendar and Zoom

• Connect Google Calendar or Microsoft Calendar so Evermuse can detect meetings and help you auto-join when appropriate.
• Connect Zoom so the Evermuse bot can join and analyze Zoom meetings.

You can do both from Dashboard → Integrations. You can only have one calendar connected at a time; switching is easy and you’ll be asked to confirm.

Step 3: Choose when Evermuse should join meetings

• Go to Dashboard → Team → Settings and pick your meeting join preference:
  • Join External Meetings
  • Join Every Meeting
  • Join All Meetings I Create
  • Join Only When Invited

You can change this any time.

Step 4: Upload recordings to see insights right away

• From a project page, click Upload Recordings.
• Drag and drop files or import from Google Drive, OneDrive, Zoom, Dropbox, or Box (if available).
• Up to 10 files per upload, each up to 2GB. Supported types include MP3, MP4, WAV, M4A, Ogg, Opus, WebM, FLAC, PCM.

Step 5: Explore your insights

• We’ll process your files and meetings, then surface notes, quotes, needs, and summaries automatically.
• You’ll get notified as analyses complete—jump in and review.

That’s it! You now have a workspace, integrations set, preferences tuned, and recordings flowing into insights.