> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ospribrain.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Get up and running with Ospri Brain in under 5 minutes.

## Your First 5 Minutes

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

### Step 1: Sign In & Set Up Your Profile

<Steps>
  <Step title="Sign in">
    Navigate to [ospribrain.com](https://ospribrain.com) and sign in with your credentials. First-time users will see a welcome screen.
  </Step>

  <Step title="Set your profile">
    Go to **Settings → Profile** and fill in your full name, role, and department. This helps the AI personalize responses for you.
  </Step>

  <Step title="Set your timezone">
    Click the timezone selector in the top bar and choose your timezone. This affects how meeting times and calendar events display.
  </Step>
</Steps>

<Note>
  **Alex's screenshot note:** Take a screenshot of the Settings → Profile page showing the name, email, role, and department fields.
</Note>

### 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.

<Steps>
  <Step title="Go to Meetings">
    Click **Meetings** in the left sidebar or top navigation bar.
  </Step>

  <Step title="Connect Microsoft Calendar">
    Click the **Connect Microsoft Calendar** button. You'll be redirected to Microsoft's OAuth page.
  </Step>

  <Step title="Grant permissions">
    Approve the calendar read permissions. You'll be redirected back to Ospri Brain.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  **Alex's screenshot note:** Take a screenshot of the Meetings page header showing the green connected calendar indicator with the email address.
</Note>

### 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.

<Steps>
  <Step title="Go to Vault">
    Click **Vault** in the sidebar.
  </Step>

  <Step title="Choose a vault">
    Select the appropriate vault (Default, Sales, Science, or Marketing) from the left sidebar.
  </Step>

  <Step title="Upload files">
    Click **+ New → Upload files** and select your documents. Supported formats include PDF, Word, PowerPoint, Excel, CSV, images, and more.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>
  **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.
</Tip>

### Step 4: Chat with the Brain

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

<Steps>
  <Step title="Go to Brain">
    Click **Brain** in the sidebar (or press **⌘K** to search).
  </Step>

  <Step title="Ask a question">
    Try one of the suggestion chips like *"Summarize recent meeting insights"* or type your own question.
  </Step>

  <Step title="Review the response">
    The Brain will search your vault, meeting transcripts, and external sources to give you a comprehensive answer with citations.
  </Step>
</Steps>

<Note>
  **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.
</Note>

### Step 5: Customize Your Dashboard

<Steps>
  <Step title="Go to Dashboard">
    Click **Dashboard** in the sidebar.
  </Step>

  <Step title="Add widgets">
    Click **Add widget** to add widgets like Upcoming Meetings, To-Dos, Recent Recordings, Active Deals, and more.
  </Step>

  <Step title="Arrange your layout">
    Drag widgets by their title bar to rearrange. Resize by dragging the bottom-right corner.
  </Step>
</Steps>

Your layout is automatically saved and will persist across sessions.

## What's Next?

<CardGroup cols={2}>
  <Card title="Learn the Brain AI" icon="brain" href="/brain/overview">
    Master projects, attachments, and RAG search.
  </Card>

  <Card title="Meeting Intelligence" icon="video" href="/meetings/overview">
    Understand transcription, analysis, and bot controls.
  </Card>

  <Card title="Team Messaging" icon="comments" href="/messages/overview">
    Set up channels and learn slash commands.
  </Card>

  <Card title="Vault Deep Dive" icon="vault" href="/vault/overview">
    Organize documents and configure AI access.
  </Card>
</CardGroup>