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

# Quickstart

> Sign up, connect your first tool, and have your first call ready to review in under 5 minutes.

## Step 1: Create your account

<Steps>
  <Step title="Sign up">
    Go to [app.callvault.ai/signup](https://app.callvault.ai/signup) and create your account with your work email or Google SSO.
  </Step>

  <Step title="Create or join an organization">
    When you sign up for the first time, CallVault creates a personal organization for you automatically. Click your organization name in the top header to open the organization switcher, where you can create a new organization for your team.

    If a colleague has already set up a team account, ask them to invite you instead of creating a new org.
  </Step>

  <Step title="You're in — your default workspace is ready">
    Every account starts with a **My Calls** workspace. This is your personal space for calls that haven't been organized into a shared workspace yet. You can start using it immediately.
  </Step>
</Steps>

## Step 2: Connect a call source

<Tabs>
  <Tab title="Fathom">
    1. Go to **Settings → Integrations → Fathom**
    2. Click **Connect Fathom** and sign in to your Fathom account
    3. Authorize CallVault to access your recordings
    4. CallVault will begin importing your existing Fathom calls and will automatically sync new ones after each meeting

    See the [Fathom integration guide](/integrations/fathom) for full details.
  </Tab>

  <Tab title="Zoom">
    1. Go to **Settings → Integrations → Zoom**
    2. Click **Connect Zoom** and complete the OAuth flow
    3. CallVault will sync cloud recordings from your Zoom account going forward

    See the [Zoom integration guide](/integrations/zoom) for full details.
  </Tab>

  <Tab title="YouTube">
    1. Go to **Import** in the sidebar
    2. Select **YouTube** from the source list
    3. Paste a YouTube video URL
    4. CallVault will extract the transcript, title, duration, and channel info automatically

    See the [YouTube import guide](/integrations/youtube) for full details.
  </Tab>

  <Tab title="Import a transcript">
    1. Go to **Import** in the sidebar
    2. Select **Import Transcript** from the source list
    3. Paste transcript text, or click **Choose transcript file** to upload a VTT, SRT, TXT, or Markdown file
    4. Click **Import Transcript**

    See the [Import Transcript guide](/integrations/upload) for supported formats and details.
  </Tab>
</Tabs>

## Step 3: Review your first call

Once a call has been imported or uploaded:

1. Click the call title to open it
2. You'll see the **transcript** on the left and an **AI summary** on the right
3. Use the summary to get the highlights — action items, key topics, and a brief overview
4. Click any line in the transcript to jump to that point in the recording

<Tip>
  Press **⌘K** (Mac) or **Ctrl+K** (Windows) anywhere in the app to open the search bar and search across all your transcripts instantly.
</Tip>

## What's next?

<CardGroup cols={2}>
  <Card title="Organize with workspaces and folders" icon="folder-tree" href="/core-concepts/workspaces">
    Set up shared workspaces for your team and organize calls into folders by client or project.
  </Card>

  <Card title="Invite your team" icon="user-plus" href="/collaboration/inviting-members">
    Add teammates to your organization and give them access to the right workspaces.
  </Card>

  <Card title="Share a call" icon="share" href="/transcripts/sharing">
    Send a call link to someone who doesn't have a CallVault account — no sign-up required on their end.
  </Card>

  <Card title="Set up routing rules" icon="route" href="/automation/routing-rules">
    Automatically tag and file calls based on keywords, duration, or caller name.
  </Card>
</CardGroup>