Quick Start: Sales Reps

Get Qubi working for you in under 5 minutes. By the end of this guide, you'll have your calendar connected, your first meeting lined up, and Qubi ready to join your calls automatically.

Step 1: Sign In and Complete Your Profile

1. Go to app.getqubi.com and sign in with your work email
2. Complete your profile: add your name, role, and timezone
3. Upload a profile photo so your team can find you easily

tip

Your admin may have already created your account. Check your email for an invitation link.

Step 2: Connect Your Calendar

Qubi needs access to your calendar so it can detect your meetings and join them automatically.

1. Go to Manage your account → Calendar Integration
2. Click Connect Google Calendar or Connect Microsoft Calendar
3. Authorize Qubi to view your calendar events

Once connected, you'll see your upcoming meetings appear in Qubi's Schedule view.

Step 3: Connect Your Zoom Account

If your team uses Zoom, you need to link your Zoom account so Qubi can join and record your meetings.

1. Go to Manage your account → Recording
2. Click Connect Zoom and authorize Qubi
3. During authorization, Zoom will ask you to grant Qubi an On-Behalf-Of (OBF) token. This is a Zoom security requirement: any app that joins meetings outside its own account must be associated with a specific user. The OBF token lets the Qubi bot join your meetings as your authorized assistant and appear in the participant list linked to you. Without it, Zoom will block Qubi from joining your calls.

note

Google Meet and Microsoft Teams don't require this step. Qubi joins those meetings automatically once your calendar is connected.

Step 4: Set Your Preferences

Customize your notification and bot settings:

1. Go to Manage your account → Preferences
2. Configure the following:
   • Call Summary Emails: get notified by email when your meeting report is ready
   • Meeting Prep Emails: get notified by email with preparation notes before upcoming meetings
   • Auto-invite Bot: automatically invite the Qubi bot to all new meetings. You can still uninvite it from individual meetings on your schedule page
   • Timezone: set your timezone for displaying meeting times and scheduling

Step 5: Have Your First Recorded Meeting

1. Join your next meeting on Zoom, Google Meet, or Microsoft Teams as usual
2. Qubi will join automatically a few moments after the meeting starts
3. You'll see a Qubi participant in the meeting. That's the recording bot
4. Conduct your meeting normally. Focus on the conversation, not on notes

Step 6: Review Your Meeting Summary

After your meeting ends, Qubi processes the recording. Within a few minutes:

1. Go to your Conversations page in Qubi
2. Click on the meeting you just completed
3. You'll see:
   • Full transcript: searchable, with speaker labels
   • AI summary: key topics, decisions, and outcomes
   • Action items: automatically extracted next steps
   • Key moments: important quotes and turning points

What's Next?

Now that you're set up, here are the features that will make the biggest difference in your day:

Feature	How it helps	Learn more
Meeting Prep	Get an automatic brief before every call with prospect history and context	AI Meeting Prep
Ask Qubi	Search across all your past meetings: "What did they say about budget?"	What is Ask Qubi?
Live Coaching	Get real-time suggestions during calls	Live Call Intelligence
Deal Tracker	See all your deals and their health at a glance	Deals Dashboard