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Onboarding Checklist
Onboarding Checklist
Ilan Benisty avatar
Written by Ilan Benisty
Updated over 3 months ago

Upon completing the onboarding process, you've already set how the AI should join your meetings and provided your AI with your native language (besides English which is supported by default), earning you 4 free AI meetings.

By completing additional steps in the onboarding checklist, you can earn up to a total of 10@ free AI meetings. You can minimize it by clicking on the "-" button, and once its completed you can close it entirely by clicking on the "X" button. Not to worry, you can always open it again by clicking on the "?" button and selecting "Welcome to timeOS".


How to complete your onboarding checklist

  1. Get your first AI notes:
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    • Task: Invite the AI to a meeting and receive your first AI meeting notes.
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    • Instructions: If your AI is not set to join meetings automatically, you will see a GIF demonstrating how to manually invite your AI, or simply schedule it to join your next upcoming meeting with just one click
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    • Reward: 3 free AI meetings.
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  2. Review your meeting notes:
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    • Task: Check the AI-generated notes from a meeting you attended.
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    • Instructions: Access the meeting notes from your dashboard once your first AI-assisted meeting is completed.
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    • Reward: 2 free AI meetings.
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  3. Review your meeting transcript & recording:
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    • Task: Go through the transcript and recording of the AI-assisted meeting.
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    • Instructions: Similar to reviewing meeting notes, find the transcript and recording under the same meeting in your dashboard.
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    • Reward: 2 free AI meetings.
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  4. Ask AI anything:
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    • Task: Engage with your AI by asking it a specific question about the meetings it has summarized.
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    • Instructions: Access the AI chat feature from any summarized meeting.
      Here you can type in any question related to the meeting's content to gain deeper insights or clarify specific points.
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    • Reward: No free AI meetings, but this feature enhances your meeting notes by allowing you to interact directly with the AI, transforming static notes into dynamic, actionable insights.
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  5. Try our Chrome extension:
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    • Task: Download and install the timeOS Chrome extension.
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    • Instructions: Click the button in the checklist that directs you to the Chrome Store where you can download our extension, and enjoy Invisible AI for Google Meet, our Time Peek widget, timeOS as your new default tab, and time-aware AI reminders to supercharge your productivity!
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    • Reward: No free AI meetings, but enhances your overall productivity & focus.
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  6. Customize your meeting notes:
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    • Task: Explore your AI Templates and create your own to fully personalize your meeting notes.
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    • Instructions: Click the button in the checklist to navigate to the AI Templates section where you can modify or create new templates.
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    • Reward: No free AI meetings, but allows personalized meeting notes.
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  7. Integrate with your favorite tool:
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    • Task: Set up an integration with one of your favorite tools.
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    • Instructions: Choose from our supported integrations such as Notion, Microsoft Teams, Monday.com, Hubspot, Google Docs, send notes via Gmail, or sync recordings to Google Drive.
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    • Reward: Earn extra free AI meetings (number unspecified, to be decided by your organization).


By completing these steps, you'll not only maximize your use of free AI meetings but also tailor timeOS to best suit your workflow and needs. This checklist is designed to ensure you have a smooth and productive start with timeOS, enjoy transforming your meeting experience!

🎥 Prefer to watch?

Check out our English & Hebrew videos below.

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