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Get started with Caret by setting up your workspace, connecting your tools, and recording your first meeting.

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Prerequisites

  • A Google or Microsoft account
  • Caret Desktop App (Recommended)
1

Create your account

Sign in at caret.so. Caret will create your profile and initial workspace using your work email.
2

Complete onboarding

Follow the setup guide to configure your profile:
  1. Profile: Enter your name and role. 2. Workspace: Name your team’s shared space. 3. Calendar: Connect Google or Outlook so Caret can sync with your meetings.
3

Record a meeting

Caret detects meetings automatically, or you can start one manually.
Caret shows upcoming meetings in the sidebar. Click Start to begin with the Live Assistant.
4

Review

Once the meeting ends, Caret processes the recording:

Summary

Review AI-generated summaries and action items.

Sync

Send notes and tasks to Slack, Notion, or your CRM.
Enable Auto-detect meetings in Settings to get notified as soon as a meeting starts.

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Next Steps

Core Concepts

Learn how Caret organizes your meetings and shared memory.

Live Assistant

Set up real-time suggestions and context triggers.