> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tryearmark.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Run your first meeting

> A complete walkthrough from kickoff to share-out

## First meeting goal

By the end of your first session, you should have a clear summary, concrete next steps, and an output you can share with your team immediately.

<Info>
  For the strongest first run, pick a recurring team meeting where follow-up quality matters, like a weekly sync, planning session, or retro.
</Info>

## Step-by-step

<Frame caption="Start capture and watch Earmark get to work">
  <div
    style={{
  backgroundImage: 'url(https://mintcdn.com/earmark/vNkCE4NL0UOVgfZk/images/background-blue.png?fit=max&auto=format&n=vNkCE4NL0UOVgfZk&q=85&s=8d57271bb6e72c3715e83d97907c438b)',
  backgroundSize: 'cover',
  backgroundPosition: 'center',
  borderRadius: '1rem',
  padding: '4%',
}}
  >
    <div
      style={{
    borderRadius: '0.875rem',
    overflow: 'hidden',
    boxShadow: '0 24px 60px rgba(15, 23, 42, 0.28)',
  }}
    >
      <video autoPlay muted loop playsInline src="https://bwopjpjsyqjaz3ty.public.blob.vercel-storage.com/discovery-checklist/start-first-meeting-WTpilAeiHA0csRwUGWWny55GNODCkG.mp4" style={{ width: '100%', display: 'block' }} />
    </div>
  </div>
</Frame>

<Steps>
  <Step title="Start the meeting">
    Open Earmark and click **New meeting** (or join from the **Coming up** section if you connected your calendar). Begin recording to start capturing the conversation. Just click record: no plugins, no bots, no complicated setup.
  </Step>

  <Step title="Follow the live transcript">
    As the conversation progresses, the transcript updates in real time. Use it as a shared reference, with no need to take manual notes.
  </Step>

  <Step title="Generate an artifact mid-meeting">
    While the meeting is still going, try generating your first artifact. Click the prompt bar and either:

    * Type a prompt like "Summarize decisions and action items so far"
    * Type `/` for slash commands and pick a template like **Real-Time Meeting Minutes**
    * Open the **Templates** library and browse by use case

    The artifact will update live as the conversation continues; task agents build summaries, follow-ups, and deliverables while you're still talking.
  </Step>

  <Step title="Stop recording and review">
    When the meeting ends, stop recording. Earmark generates a title automatically from the transcript. Review your artifact and make any edits.
  </Step>

  <Step title="Share with your team">
    Your artifact is visible to workspace members. Share it while the conversation is still fresh so your team can act on decisions immediately.
  </Step>
</Steps>

## What to try next

After your first meeting, explore these features:

<CardGroup cols={2}>
  <Card title="Try more templates" icon="grid-2" href="/earmark-basics/templates">
    Browse 30+ templates for different meeting types and roles.
  </Card>

  <Card title="Set up personalization" icon="user-gear" href="/customization/personalization">
    Add your role and bio so artifacts match your communication style.
  </Card>

  <Card title="Connect your calendar" icon="calendar" href="/getting-started/calendar">
    Get upcoming meetings in the sidebar with one-click capture.
  </Card>

  <Card title="Search past meetings" icon="magnifying-glass" href="/earmark-basics/command-menu">
    Use Cmd+K to find any meeting, artifact, or discussion.
  </Card>
</CardGroup>

## First-meeting checklist

Use this as a quick reference for your first session:

* [ ] Open Earmark and start recording before the meeting begins
* [ ] Let the transcript run; don't worry about taking manual notes
* [ ] Generate at least one artifact during the meeting
* [ ] Review the artifact before sharing
* [ ] Stop recording when the meeting ends
* [ ] Share the output with your team