All set! (the end of onboarding)

Onboarding finishes on a review screen that summarizes what you've told Brev, including your name, role, company, calendar, and messaging connection. From there, “Let's go!” starts your guided goals session.

The guided session with the Operator asks what you're on the hook for this quarter, offers a few outcomes that people in your role typically own, and writes your choices down as real goals while you watch. It shows them in a live card with a View goals button. Each goal gets a key result where possible so it is trackable from the start; if you mentioned a number, the Operator uses yours, otherwise it suggests a starting point and target. If the Operator has asked you something of its own, the numbers question waits for your answer rather than arriving on top of it; after several unanswered attempts it asks anyway rather than let them stay that way. Owners and admins create company goals with themselves as owner, while members create personal goals. When the goals are ready and the Operator has nothing left to ask, “Continue to your goals” takes you to the matching goals view.

The standard setup steps are About you, your company, your calendar, then adding Brev to Slack (or Teams, where your workspace has it). The final review, headed “You're all set”, lists your name, company, role, and job title under Your profile. Under Get more from Brev, a warning appears for each connection that is missing: “Your calendar isn't connected” (or “Your calendar needs reconnecting”) says you can connect it later in Settings → Integrations, and “Your messaging isn't connected” points you to Settings → AI coworkers. On a wide screen, a checklist beside it shows each connection as connected or not. “Let's go!” opens the guided session with the Operator, which focuses only on your goals because setup already handled connections. If you skipped your calendar or Slack (or Teams), the app-wide connection banner shows one missing step at a time (calendar before messaging), while a small reminder just above the Operator's message box appears once your goals are written down. Closing an app-wide banner remembers that choice in this browser; connecting removes the matching reminder automatically.

Joining a workspace that is already set up works the same way, and you still build your own goals. The session opens by naming how many goals the workspace already holds and then invites you to get your own down, which is the same question everyone gets: what you are on the hook for this quarter. Goals your colleagues own never count as yours. The guided session runs for you the way it does for the first person in the workspace. Private goals are not included in that count. Anything the workspace has already connected, like Slack or Teams, is not asked for again.

Either way, a short product tour walks the goals view the first time you open the one holding your new goals. It waits until those goals are actually on screen, so it starts when you get there rather than while the Operator is still working; if you don’t open the view today, it waits for the next time you do. It also waits until at least one goal has a key result or an initiative under it, because the last step opens one to show you auto-tracking - so if nothing is trackable yet the tour holds rather than spending itself on a walk it cannot finish. The tour is three steps: it expands one of your goals, shows how goals nest and align under each other, and finishes on “Auto-track your goals”, where you connect a goal to a tool like Jira, Asana or Linear so its progress updates itself. Press “Let’s go!” on that last step to finish. If you’d rather not walk it, press Escape at any point; either way the tour is done and won’t reappear on your next sign-in. Its first step names the goals in front of you: your own goals, your company's goals, or a team's goals on that team's page, and otherwise the goals in that view, so goals a colleague wrote are never presented as yours.

The session opens by saying what Brev does and what it already knows about your company, then asks how your goals exist today. The Operator writes the way that opening reads: a heading over a reply with parts to it, bold on the few words that carry the point, and plain sentences everywhere else. If you pick “I have a deck or doc with my strategy” or “We have goals - I’ll share them with you”, the Operator offers a card you can drop a file on, and drafts your goals from it; with the second you can also just paste or list them in the chat. The card names the formats it reads, and a screenshot or photo of your goals counts: the Operator reads images as pictures. Answer in the chat instead and that card steps aside, because you have already told it what it was asking for. It is only ever a shortcut: at any point in the session you can drag files anywhere onto the chat and drop them, paste a screenshot into the message box, or use the “+” menu, whether or not the card is showing. If an upload fails, Brev says so and the file is not imported. Try again from the “+” menu.

Reopening onboarding after you finish #

Finishing onboarding doesn't lock it. If you open /onboarding again later, you land on the “You're all set” review showing your saved answers (or on About you or your company, if either is still missing something), and you can press Back to step through the earlier steps and change them. Pressing Continue on a step saves that step's changes; owners and admins can update the company details this way, while members see them locked as before. “Let's go!” takes you back into Brev.

For day-to-day changes, Profile and Company profile in Settings are usually quicker.

What to do first #

• Create a real goal you care about. From any view, hit + Add new in the top-right.
• Register a recurring meeting as a Cadence so the meeting agent can start producing notes.
• Skim Product Settings: there are a lot of toggles, but the defaults are sensible.