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Your First 5 Minutes

This guide walks you through the essential setup to get the most out of Ospri Brain immediately.

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Step 1: Sign In & Set Up Your Profile

1

Sign in

Navigate to ospribrain.com and sign in with your credentials. First-time users will see a welcome screen.
2

Set your profile

Go to Settings → Profile and fill in your full name, role, and department. This helps the AI personalize responses for you.
3

Set your timezone

Click the timezone selector in the top bar and choose your timezone. This affects how meeting times and calendar events display.
Alex’s screenshot note: Take a screenshot of the Settings → Profile page showing the name, email, role, and department fields.

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Step 2: Connect Your Calendar

Your calendar is the heart of Ospri Brain’s meeting intelligence. Once connected, Ospri automatically joins your video calls with an AI notetaker.
1

Go to Meetings

Click Meetings in the left sidebar or top navigation bar.
2

Connect Microsoft Calendar

Click the Connect Microsoft Calendar button. You’ll be redirected to Microsoft’s OAuth page.
3

Grant permissions

Approve the calendar read permissions. You’ll be redirected back to Ospri Brain.
4

Verify connection

You should see a green dot and your email address next to “Calendar” in the Meetings header. Your upcoming events will populate within 30 seconds.
Alex’s screenshot note: Take a screenshot of the Meetings page header showing the green connected calendar indicator with the email address.

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Step 3: Upload Documents to the Vault

The Vault is where your team’s knowledge lives. The more you upload, the smarter the Brain AI becomes.
1

Go to Vault

Click Vault in the sidebar.
2

Choose a vault

Select the appropriate vault (Default, Sales, Science, or Marketing) from the left sidebar.
3

Upload files

Click + New → Upload files and select your documents. Supported formats include PDF, Word, PowerPoint, Excel, CSV, images, and more.
4

Wait for indexing

Files are automatically indexed for AI search. You’ll see a brain icon appear on the file once it’s been processed.
Pro tip: Upload your team’s most-referenced documents first — SOPs, product decks, key contracts. The Brain AI will be able to cite them when answering questions.

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Step 4: Chat with the Brain

Now that you have context loaded, try asking the Brain something.
1

Go to Brain

Click Brain in the sidebar (or press ⌘K to search).
2

Ask a question

Try one of the suggestion chips like “Summarize recent meeting insights” or type your own question.
3

Review the response

The Brain will search your vault, meeting transcripts, and external sources to give you a comprehensive answer with citations.
Alex’s screenshot note: Take a screenshot of the Brain chat page showing the welcome screen with the suggestion chips, then another showing a response with vault citations.

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Step 5: Customize Your Dashboard

1

Go to Dashboard

Click Dashboard in the sidebar.
2

Add widgets

Click Add widget to add widgets like Upcoming Meetings, To-Dos, Recent Recordings, Active Deals, and more.
3

Arrange your layout

Drag widgets by their title bar to rearrange. Resize by dragging the bottom-right corner.
Your layout is automatically saved and will persist across sessions.

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What’s Next?

Learn the Brain AI

Master projects, attachments, and RAG search.

Meeting Intelligence

Understand transcription, analysis, and bot controls.

Team Messaging

Set up channels and learn slash commands.

Vault Deep Dive

Organize documents and configure AI access.