SupportGetting started

Getting started

This page gets you from “no account” to “ready to record your first meeting.”

Create your account

  1. 1

    Sign up

    Go to the Sumnote sign-up page and register with your email and a password, or choose Continue with Google there. Sign in with Google on the sign-in page only opens an account that already uses that Google address; it doesn’t create one.
  2. 2

    Verify your email

    Sumnote sends a verification link. You must click it before you can sign in: until your email is verified, login is blocked and you can’t get into the app.
  3. 3

    Join your workspace

    If you were invited to a workspace, the email has a join link. If you’re already signed in, clicking it adds you straight to that workspace. If you’re new to Sumnote, you’ll create your account first (email and password, or Google) and verify your email as above, then you’re added to the workspace automatically. Use the address the invitation was sent to: an emailed invitation can only be accepted by that address (or by a Sumnote account whose linked Google account uses it).
If an administrator set up your account for you, you’ll instead get an email to set your initial password. Click the link, choose a password, and you’re in: no separate sign-up needed.

Sumnote is in closed beta: you apply for access and are let in when approved.

Sign in

  • Log in with your email and password (or Google).
  • Tick Remember me to stay logged in on a trusted device for an extended period: Sumnote quietly keeps your session alive so you don’t have to log in every visit.
  • For your security, Sumnote recognizes your devices and locations, and lets you review active sessions in Settings → Security.
  • After ten wrong passwords in 15 minutes, signing in with a password pauses for up to 15 minutes. Forgot password lifts the pause as soon as you set a new password, and Sign in with Google isn’t affected.

First-time setup

When you first sign in, take a few minutes to set yourself up.

Your profile

Open Settings → Profile to fill in your details: your first and last name, a job title, and a photo. The one that matters most, though, is your spoken name.

Your spoken name is how you appear everywhere in Sumnote: on meeting participants, task assignees, @-mentions, transcripts, and anywhere else your name shows up. Sumnote always leads with it instead of your full name (which is often left blank and is never what others see), so set it to whatever you’d like to be called. As a bonus, the AI also uses it as a hint, alongside Voice ID, when working out who’s speaking.

Voice ID and your voice data (recommended)

Voice ID lets Sumnote label you correctly when you speak in a meeting, so your lines show up under your name instead of “Speaker A.” You set it up in Settings → Voice & data:

  • Record your Voice ID: you read a few short enrollment phrases out loud; that’s your voice sample. The clearer the recording, the better recognition works.
  • It’s consent-based. Your voice is biometric data, so enrollment is opt-in: you can turn Voice ID off and delete your voice data at any time, and you control whether each workspace can recognize you.
  • In a workspace, your Voice ID can identify you across that workspace’s meetings (subject to your consent and the workspace’s settings).
  • Voice & data is also where you manage your data preferences (whether your data helps improve Sumnote) and your region.
Availability of voice features can depend on your region during the beta.

Set your status (optional)

You can set a status (an emoji and a short message) that others see, and have it clear itself automatically after a chosen time.