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User guides

Getting started and finding your way

On Home, you choose what you want to create. At the bottom you find Home, My work, Clients and More. The purple record button always stays within reach at the bottom.

In brief

  1. Open Home and choose Report, Quote, Meeting notes + follow-up email, PowerPoint or Excel.
  2. Use Record if you want to capture audio first. Use My work to find your results again.
  3. Open More for Library, Create styles, Workflows, Help and your profile.
  4. Choose the interface language at the top right. You set the output language of a document separately.

Tasks

Start something new

Options: Report · Quote · Meeting notes + follow-up email · PowerPoint · Excel

  1. Open Home. Choose Report, Quote, Meeting notes + follow-up email, PowerPoint or Excel.
  2. Fill in the requested source and settings. You can also create a recording separately first.
  3. Review the draft before you download or share it.

Find a feature under More

Options: Create styles · Library · Workflows · Help · My profile

  1. Open More at the bottom.
  2. Choose Create styles, Library, Workflows, Help or My profile.
  3. Which entries you see depends on your role and on what is available for your organisation.

Change the interface language

Options: Interface language · output language

  1. Open Language at the top right.
  2. Choose the language you want for the interface.
  3. Choose the output language of a report or conversation bundle separately within that task.

What you see can depend on your role, your plan and your organisation's integrations. Review every draft you create before you share or send it.