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

Voice Identification​

On the same Recording settings page, you can enable Voice Identification. When enabled, Qubi extracts samples of your voice from your meetings and uses them to improve speaker attribution over time. The more meetings you record, the more accurate identification becomes.

Step 4: Set Your Preferences​

Customize your notification and bot settings:

  1. Go to Settings → 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 Meetings 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:

FeatureHow it helpsLearn more
Meeting PrepGet an automatic brief before every call with prospect history and contextComing soon
Ask QubiSearch across all your past meetings: "What did they say about budget?"Coming soon
Live CoachingGet real-time suggestions during callsComing soon
Deal TrackerSee all your deals and their health at a glanceComing soon
Need help?

If something isn't working as expected, check our Troubleshooting section or Contact Support.