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This guide gives the first steps in a new Doris workspace. An admin does steps 1 to 3. Each rep does step 4.

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Before you start

  • To open settings, select More at the bottom of the sidebar, then select Settings.
  • Settings has two groups. You holds your own account, connections and preferences. Workspace holds the settings for your whole team.
  • Doris shows each Workspace item only to people with permission to use it. If you do not see Integrations, ask a workspace admin to do steps 1 to 3.

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1. Connect your CRM

Connect the CRM first. It gives Doris your companies, people, deals, pipelines and owners. Doris attaches calls and emails to these records. Doris connects to HubSpot, Salesforce, Zendesk Sell, Attio, Affinity and GoHighLevel. A workspace has one CRM connection.
1

Open Integrations

In Settings, select Workspace > Integrations.
2

Choose your CRM

If the workspace has no integrations yet, Doris shows the list of providers. Find your CRM under CRM and select Connect.If the workspace already has integrations, select Add integration. The Add workspace integration dialog opens. Find your CRM under CRM and select Connect.
3

Approve access in your CRM

Sign in to your CRM and approve the access that Doris asks for. For Salesforce, create the External Client App first. The Salesforce guide gives the steps. The HubSpot guide gives the HubSpot scopes.
4

Finish setup

When you return to Doris, a banner shows that the CRM is connected. Select Finish setup.The connection does not import data yet. The Import tab shows five steps: Authority, Pipelines, Record owners, Review and Initial import. Choose the pipelines and record owners that Doris must import.
5

Start the import

Save the pipelines and record owners. Then, under Review and start initial import, select Activate and start import. Doris imports your companies, people and deals. Open Records in the sidebar to see them.

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2. Connect calendars and email

Doris uses calendars to find the meetings for each person. It uses email to add deal threads to each deal record. For a Microsoft 365 team, an admin connects calendars and email for the whole workspace. For a Google team, each person connects their own calendar in step 4.
1

Connect Microsoft Calendar or Microsoft Email

In Workspace > Integrations, find Microsoft Calendar or Microsoft Email under Calendar & Email and select Connect. A Microsoft 365 admin must approve the consent request.
2

Choose the people Doris covers

On the Microsoft 365 row, select Manage, then open the Coverage tab. Set All members defaults, or set a policy for a group or a person. Doris reads calendars and email only for the people that you cover.
The Outlook guide and the Google Calendar guide give more detail.

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3. Set meeting capture

The Doris notetaker joins your calls, records them and makes the transcript. It works with Zoom, Microsoft Teams and Google Meet links.
A new workspace starts on Manual only. Doris does not join any meeting by itself until an admin changes the join policy.
1

Open Meeting capture

In Workspace > Integrations, select Configure meeting capture. The Meeting capture page opens.
2

Choose the join policy

Under Doris join policy, choose one option:
  • Manual only: a person chooses when Doris joins each meeting.
  • External meetings: Doris joins meetings that include someone outside your workspace.
  • All meetings: Doris joins every eligible calendar meeting.
Most sales teams choose External meetings. Select Save policy.
3

Use Gong instead, if your team records in Gong

Select Set up Gong and follow the steps. Then select Make primary on the Gong row. While Gong is primary, Doris does not send its notetaker and uses Gong calls instead. The Gong guide gives the steps.

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4. Start work in Doris

Each rep does these steps.
1

Connect your calendar

Open Settings. Doris opens You > Connections. Under Needs you, select Connect on Google Workspace or Microsoft 365. If your admin covers your Microsoft 365 calendar, it shows under Handled by your workspace, and you do not need to connect it.
2

Send the notetaker to a call

On Home, select Send Notetaker. Paste a Zoom, Teams or Google Meet link. You can attach a deal. Select Send notetaker.
3

Review the call

After the call, open Meetings in the sidebar. Doris shows the transcript and summary. It adds the commitments from the call to Commitments.
4

Ask Doris

On Home, type a question in Ask anything. You can also select Prep for next meeting or Recap last call.

Home

Ask questions and prepare for meetings.

Deals

See each deal with its calls, emails and commitments.