Getting Started With Brev
Initial setup guide for users
13 articles
- Set up Brev in <5 MinutesSwitch Brev on in three steps — add your goals, connect the Meeting Agent, and connect Slack. About five minutes start to finish.
- Creating Your First Goal
- Brev Agent — OverviewBrev Agent helps you quickly create, review, and summarize work in Brev using a simple chat interface. You can ask it to draft goals, identify risks, summarize progress, or answer…
- Setting Up Your Account
- Sign up and LoginLog in, set up your profile, and connect your calendar so Brev's Meeting Agent can start working — a quick walkthrough.
- Setting Up Your Company MemoryCompany Memory grounds Brev's updates, summaries, and goal context in your actual business — set it up in three steps.
- Jumpstart Automation in BrevThe two integrations that unlock Brev — connect your calendar (Meeting Agent) and Slack to get automated context, alerts, and check-ins.
- Search in BrevOne search across everything in Brev — goals, metrics, projects, meetings, people, and more. Type, and jump straight there.
- Team Structure & HierarchyUse teams to organize ownership and reporting in Brev. Nest teams under parent teams so goals roll up cleanly.
- Importing Goals and OKRsTwo easy ways to get your OKRs into Brev — drop a document into the Brev Agent and it drafts your goals, or have our team import them at scale.
- Creating & Managing Time PeriodsCustom time periods let you organize goals and reporting around your business cadence — months, quarters, halves, years, or multi-year missions.
- Inviting Your TeamBring your team into Brev so goals, updates, and reminders live in one place — including provisioning owners before they log in.
- Setting Up Brev for Your Whole Team (Admin Guide)The end-to-end checklist for admins rolling Brev out across the org — from Company Memory to integrations, cadences, and digests.