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

# Getting Started

> Connect your CRM, connect calendars, capture meetings, and verify Doris is using the right deal data.

Doris works from the deal graph: CRM records, calendars, conversations, emails, and documents joined into one source of truth. Start by connecting the systems that define your pipeline, then connect the calendar and meeting capture sources Doris needs to keep that context current.

## 1. Connect your CRM

Your CRM is the first system to connect. It gives Doris the companies, people, deals, stages, owners, and pipeline structure it needs before meetings and follow-up work can be tied to the right opportunities.

<Note>
  CRM setup is organization-wide and must be completed by a Doris admin. Open **Sources** in the sidebar, then choose the CRM card.
</Note>

<CardGroup cols={2}>
  <Card title="Connect Salesforce" icon="salesforce" href="/integrations/salesforce">
    Create a Salesforce External Client App, add the required OAuth scopes, then connect from **Sources > CRM > Salesforce**.
  </Card>

  <Card title="Connect HubSpot" icon="hubspot" href="/integrations/hubspot">
    Install the Doris HubSpot OAuth app from **Sources > CRM > HubSpot** and approve the requested CRM scopes.
  </Card>
</CardGroup>

<Steps>
  <Step title="Choose the CRM">
    Doris supports one primary CRM connection per workspace. Disconnect any old CRM connection before connecting a new one.
  </Step>

  <Step title="Use the right admin account">
    The person connecting the CRM should be a Doris admin and have enough CRM permissions to approve the integration, read pipeline data, and write back the fields or notes your team wants Doris to update.
  </Step>

  <Step title="Follow the provider guide">
    Salesforce requires a customer-owned Connected App before OAuth. HubSpot uses Doris' managed HubSpot app. Use the guides above before starting the connection flow.
  </Step>

  <Step title="Import and verify records">
    After OAuth completes, select tracked reps if needed, click **Import Data**, then confirm companies, people, and deals appear under **Records**.
  </Step>
</Steps>

## 2. Connect calendars

Calendar access tells Doris which meetings belong to each rep and gives the native Doris notetaker the schedule it needs.

<Note>
  If your team uses Outlook, start with the Microsoft 365 admin connection. A Microsoft 365 admin can consent once, then a Doris admin chooses the reps whose Outlook calendars and inboxes Doris should track.
</Note>

<CardGroup cols={2}>
  <Card title="Microsoft 365 / Outlook" icon="microsoft" href="/integrations/outlook">
    Use the admin-consented Microsoft 365 connection for Outlook teams, with individual Outlook Calendar as the fallback.
  </Card>

  <Card title="Google Calendar" icon="google" href="/integrations/google">
    Personal Google Calendar connections are available today. Managed Google Workspace calendar setup is coming soon.
  </Card>
</CardGroup>

<Steps>
  <Step title="Connect Microsoft 365 for Outlook teams">
    Open **Settings > Admin > Data Sources**, then connect **Microsoft 365** under **Global Microsoft 365 Integration**. This requires a Microsoft 365 admin account and creates the admin-consented connection Doris uses for Outlook calendar and inbox subscriptions.
  </Step>

  <Step title="Choose tracked Outlook users">
    In **Settings > Admin > Data Sources**, open **Track inboxes & calendars** and select the Doris users whose Outlook activity Doris should subscribe to.
  </Step>

  <Step title="Use individual calendar connections when needed">
    The separate **Sources > Calendar** card is for individual calendar connections. If your team is not using the admin Microsoft 365 connection, each rep can connect their own Outlook Calendar or personal Google Calendar from **Sources > Calendar** or **Settings > Calendar**. Managed Google Workspace calendar setup is coming soon.
  </Step>
</Steps>

## 3. Capture meetings

Doris Notetaker is the default meeting capture path. If Gong is not connected, Doris uses the native notetaker for meetings it can see from connected calendars.

<CardGroup cols={2}>
  <Card title="Doris Notetaker" icon="microphone">
    The native notetaker is available by default. Admins only need to set the auto-join policy.
  </Card>

  <Card title="Gong" icon="microphone" href="/integrations/gong">
    Connect Gong only if your team already records meetings in Gong and wants Doris to ingest those transcripts.
  </Card>
</CardGroup>

<Steps>
  <Step title="Review the default Doris notetaker">
    Go to **Settings > Admin > Notetaker**. With no third-party notetaker connected, Doris Notetaker is active by default.
  </Step>

  <Step title="Set the join policy">
    Choose whether Doris joins **All Meetings**, **External Only**, or **Manual** meetings. Most sales teams start with **External Only**.
  </Step>

  <Step title="Connect Gong only if needed">
    If Gong is your team's recording system, open **Sources > Meeting Intelligence > Gong** or enable **Gong** from **Settings > Admin > Notetaker**. When Gong is active, Doris disables native notetaker auto-join and uses Gong transcripts instead.
  </Step>
</Steps>

## 4. Start from verified records

After CRM, calendar, and meeting capture are connected, use Doris from the records it has assembled.

<CardGroup cols={3}>
  <Card title="Deals" icon="handshake" href="/features/deals">
    Review synced opportunities, qualification evidence, risks, and next steps.
  </Card>

  <Card title="Meetings" icon="messages" href="/features/conversations">
    Open transcripts and summaries after Doris processes recorded meetings.
  </Card>

  <Card title="Home" icon="house" href="/features/context-hub">
    Ask Doris questions about deals, companies, meetings, and pipeline context.
  </Card>
</CardGroup>

<Tip>
  Start with CRM first. Calendar and meeting capture become much more useful once Doris can attach conversations to the right accounts, contacts, and deals.
</Tip>