This tutorial takes you from a new account to a working graph. By the end, your next meeting will have its report in Fivo, one of your tools will be feeding the Brain, and your AI assistant will be able to ask it questions.
What you need
- A Fivo account at app.fivo.ai. Signing up starts a 14-day trial with full access, no card needed.
- Access to your Google or Microsoft calendar.
- Admin access to one tool your team uses daily (Slack, HubSpot, Jira, Notion or similar).
- Optional: Claude, ChatGPT or Cursor for the last step.
1. Create your account and verify it
Sign up with Google, Microsoft, Apple or an email and password. Verify your email if asked. Your trial starts as soon as the account is verified.
If you were invited by a colleague, accept the invitation instead of creating a separate team. You will join their organization and inherit its plan.
2. Connect your calendar
Open Integrations and connect your Google or Microsoft calendar. This does two things: your upcoming events appear on Home, and your meetings can have their reports in Fivo.
Which of your meetings get a report, and how to widen or narrow that later, is covered in Meeting reports.
3. Connect one tool
Still in Integrations, pick the tool where most of your written work happens. Good first choices:
- Slack or Teams for most teams.
- HubSpot (or your CRM) for sales.
- Jira or Linear for product and engineering.
- Notion or Confluence if your decisions are documented.
Approve Fivo in the provider's OAuth screen. Then choose the channels, projects or pages that should feed the graph. When asked for a scope, choose Organization if you are the owner and want the team to benefit, or Personal to keep it to yourself. Email, if you connect it, is always personal.
4. Build your graph
Open AI Brain. If the graph is empty, click to connect a source and build the graph. Fivo lists what it will read, most recent first, and shows progress per source: waiting, reading, done, and how many items were read.
The first build can take a while depending on how much history you have. You do not need to wait; the graph answers with what it has so far and keeps growing. If a source shows "needs attention" or "cannot access", follow the hint: reconnect it, or invite the Fivo bot to a private channel.
5. Invite your team
From the team page, invite the colleagues who should share the graph. During the trial there is no limit on invitations. Each person signs in with their own account and sees, in the graph, only what they could already see in the original tools.
If you want a sub-team to share meetings automatically, create a space for them and add reports to it. See Spaces and members.
6. Connect your AI assistant
Open Settings, then MCP, and copy the MCP server URL. Follow the guide for your client on that page. In Claude: add a custom connector with the URL, leave the client fields empty, click Connect and approve Fivo in the page that opens. See Connect Claude to your Brain with MCP for the detailed walk-through, or the MCP page for ChatGPT, Cursor and others.
7. Ask your first question
Have the report of one meeting in Fivo (see Meeting reports), or wait for the first source to finish reading. Then, in the AI Brain view or in your assistant, ask something concrete:
- "What was decided in today's standup?"
- "What did I commit to this week?"
- "What do we know about Acme?"
Read the answer with its sources. Each fact links to the report, message or record it came from. If an answer is empty, check the Brain status in the app: the source may still be reading.
8. Check what Fivo cannot see
Open the Brain status. It lists coverage, freshness and blind spots. A blind spot is usually a private channel without the bot, a tool connected with sharing but not reading permissions, or a personal Microsoft account that cannot read Teams. Fix the ones that matter and ignore the rest.
What's next
- Add a second source. The graph compounds: more sources, better answers.
- Prepare a meeting with your Brain before your next external call.
- Track commitments after a call to see what you owe and what you are owed.
- Read Permissions: what your Brain can see before inviting the whole company.
- setup
- getting-started
- integrations