6 pages · Updated Oct 16, 2026
What happens the first time you (and your teammates) sign in.
The first onboarding step. Tell Brev your name, job title, and field so it can tailor what you see when you arrive.
If you have an old bookmark to /onboarding/role, Brev sends you to onboarding where you left off. Your field is now picked on the 'About you' step.
Tell Brev (or confirm) your company name, industry, and a short description. If you arrived via an invitation, these are already filled in for you.
Connect Google Calendar (or Outlook) so the AI meeting agent can join your recurring meetings and produce notes.
Where onboarding ends and your first guided session with the Operator begins.
Onboarding includes an optional step, right after the calendar step, where you add Brev to Slack or Microsoft Teams so it can work alongside your team where you already talk.