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Home is the starting point for daily work in Doris. Use it when you want to ask a question, prepare for a meeting, send the Doris notetaker, or see whether any records need attention before you move into a specific deal or account.

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When to use Home

  • Start your day with the meetings Doris sees from your calendar
  • Ask pipeline, deal, company, people, or meeting questions in plain language
  • Send the Doris notetaker to an upcoming meeting
  • Jump into Data Quality when records need cleanup
  • Check recent product updates from inside the console

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How to use Home

1

Ask Doris from the composer

Use the composer to ask about deals, meetings, companies, people, or pipeline context. Be specific when you can: name the deal, company, meeting, or time period you care about.
2

Review today's meetings

Use the meetings agenda to see upcoming calls from your connected calendar. If a meeting needs the native Doris notetaker, send it from Home and attach it to the right deal when needed.
3

Open urgent records

If the Records health card shows open issues, open Data Quality to review and fix them before they affect reporting, deal intelligence, or meeting context.
4

Navigate with search

Press Cmd+K on Mac or Ctrl+K on Windows to jump to a page, deal, company, person, or action from anywhere in Doris.

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What powers Home

Home becomes useful once Doris has connected context from:
Start with Getting Started if Home looks empty. Most Home actions depend on CRM, calendar, and meeting capture being connected first.