Skip to main content
Follow these steps to set up Doris and start advancing deals from your very first conversation.
1

Sign up and create your account

Head to app.meetdoris.com and create your account. You’ll be guided through a quick onboarding flow to set up your organization.
2

Connect your calendar

Go to Settings and connect your Google Calendar or Outlook calendar. Doris needs this to know about your upcoming meetings and prepare relevant context for your calls.
Doris only reads your calendar — it never creates, modifies, or deletes events.
3

Connect your CRM

Have an admin connect HubSpot or Salesforce from Settings > Admin. This syncs your companies, contacts, and deals so Doris can link conversations to the right opportunities.
Initial sync may take a few minutes depending on how much CRM data you have.
4

Connect video conferencing

Connect Zoom from Settings, or if you use Google Meet, it’s automatically detected from your calendar events — no separate setup needed. This enables automatic meeting recording and transcription.
5

Have your first meeting

Once connected, Doris automatically captures your next meeting. After the call, you’ll see the full transcript, qualification scores, and a deal brief with recommended next steps — all without lifting a finger.
6

Ask Doris anything

Open the AI Chat and start asking questions about your deals, meetings, or pipeline. Try something like:
  • “What did Acme say about budget in our last call?”
  • “Which deals are at risk this quarter?”
  • “Prep me for my call with Sarah tomorrow.”

​
What’s next?

AI Chat

Learn what you can ask Doris and how to get the most from the AI assistant.

Deals

Explore your deal pipeline with qualification evidence and risk scoring from conversations.

Playbooks

Set up sales playbooks so Doris can score every meeting against your process.