# Getting Started With Voibe Work: Your First Week, Day by Day

> Seven trial days go fast. What to set up on day one, which meeting template to pick, and what to test before your account moves to Voibe Free, the free plan, on day seven.

- URL: https://www.getvoibe.com/resources/getting-started-with-voibe-work/
- Author: Bala
- Published: 2026-11-06 · Updated: 2026-11-07

Seven days goes fast. If your weekly team meeting falls on day eight, you'll end up judging Voibe Work on a test call instead of the meeting you care about.

Voibe Work is Voibe's meeting-notes plan. It takes notes on your calls from your own computer, with no bot joining the meeting.

**TL;DR:** Getting started with Voibe Work takes one sitting of setup and one real meeting. Install Voibe on your Mac or Windows PC and start the 7-day trial. You won't need a credit card.

Then pick a summary template for the meeting you hold most often. A template sets the layout of each summary. Spend the rest of the week testing the parts that decide whether you keep it:

1. **Day 1:** install Voibe, choose a template and take notes on your first call, with no bot in it.
2. **Day 2:** rename the speakers and check the summary against what you remember of the call.
3. **Days 3 and 4:** record an in-person meeting, ask a meeting questions and export the notes.
4. **Days 5 and 6:** run the template on a second meeting, and let Claude Desktop read your meetings if you want it to.
5. **Day 7:** buy Voibe Work, or let the account move to Voibe Free, Voibe's free dictation plan, at no charge.

I wrote these steps for anyone who has just downloaded Voibe for meeting notes, on a Mac or a Windows PC. You need an internet connection for meeting notes. If you only want dictation, our [getting started with Voibe guide](https://www.getvoibe.com/resources/getting-started-with-voibe/) covers that setup instead.

## Key Takeaways: Your First Week With Voibe Work at a Glance

The plan below works from any start day. Put your most important recurring meeting inside the seven days first, then fit the other steps around it.

| When | What you do | What it tells you |
| --- | --- | --- |
| Day 1 | Install on Mac or Windows, start the trial, pick a template, take notes on a call | Whether capture works on your setup with no bot in the call |
| Day 2 | Rename speakers, read the summary against the transcript | Whether owners and action items come out right |
| Day 3 | Record an in-person meeting through your computer's mic | Whether a meeting room works as well as a headset |
| Day 4 | Ask a meeting questions in chat, copy the notes or export a PDF | Whether the notes reach your file without retyping |
| Day 5 | Run the same template on a second meeting | Whether the template holds up beyond one good call |
| Day 6 | Optional: connect Meeting MCP, which lets Claude Desktop read your meetings | Whether you want an AI app reading your meetings |
| Day 7 | Buy Voibe Work, or move to Voibe Free | Voibe Free keeps dictation; meeting notes need Voibe Work |

> **Key takeaway:** Voibe Work's trial lasts 7 days, with no credit card and no automatic charge. Pick the template for your main recurring meeting on day one, so that meeting lands inside the trial.

## Before You Start: What You Need for Voibe Work

Voibe Work runs on any Mac, Intel or Apple Silicon, and on Windows PCs. One seat covers both. A work laptop and a home desktop can share the same plan.

- A Mac on macOS 14.4 or later, or a Windows PC. Voibe has no iPhone or Android app.
- An internet connection during each meeting, because meeting notes are processed in the cloud.
- Microphone access for Voibe, which you turn on in your computer's privacy settings.
- No credit card for the 7-day trial.

## Step 1 (Day 1): Install Voibe and Start the 7-Day Trial

Download Voibe for Mac or Windows from [getvoibe.com](https://www.getvoibe.com). The same app handles dictation and meeting notes.

1. Download the installer for your computer from getvoibe.com and install it like any other app.
2. Open Voibe. Every new account starts with a 7-day trial of every Voibe Work feature, with no credit card and no automatic charge.
3. **On a Mac,** open System Settings, then Privacy & Security, then Microphone, and turn Voibe on.
4. **On Windows,** open Settings, then Privacy & security, then Microphone, and allow microphone access for desktop apps.
5. Choose how dictation runs when Voibe asks at setup. Apple Silicon Macs can run it on-device or in Voibe's zero-retention cloud, while Windows PCs and Intel Macs use the cloud.

Zero-retention means audio is deleted as soon as it has been processed and is never stored.

That dictation choice doesn't change meeting notes, which use the zero-retention cloud on every computer.

Voibe Work also includes everything in Voibe Dictation, the dictation-only plan, so the trial covers dictation as well. Hold the hotkey (Fn by default), speak, and let go to type into any app.

## Step 2 (Day 1): Pick the Template for Your Main Recurring Meeting

Voibe Work summarizes each meeting with a template for its type, such as client intake or investment committee. You can also create your own template, which is the better choice when your meeting doesn't match a built-in one.

Pick the template on day one, before your first real meeting. A summary is only as useful as its layout, and the layout comes from the template.

### Choose your test meeting first

1. Name the meeting you hold most often, such as a weekly client review, a team stand-up or a 1:1.
2. Check that at least one instance of that meeting falls inside the seven trial days.
3. Use a built-in template if one matches the meeting type, and create your own if none fits.
4. Keep one template per meeting type, so a 1:1 never gets a board meeting's layout.

### Starting points for your own template

Each page below has a short template that you can paste in and edit for your meeting:

- The [insurance client meeting notes template](https://www.getvoibe.com/resources/insurance-client-meeting-notes-template/) covers needs, quotes, the recommendation and a compliance note.
- The [one-on-one meeting notes template](https://www.getvoibe.com/resources/one-on-one-meeting-notes-template/) covers updates, feedback both ways and items carried over from last time.
- The [stand-up meeting notes template](https://www.getvoibe.com/resources/standup-meeting-notes-template/) records what each person did, is doing and is blocked on.
- Our guide to [writing AI meeting notes templates](https://www.getvoibe.com/resources/how-to-write-ai-meeting-notes-templates/) has eight more, plus a way to test them.

## Step 3 (Day 1): Take Notes on Your First Call, With No Bot in It

Join your call the way you always do. When a call starts, Voibe offers to take notes, as Voibe's [release notes](https://www.getvoibe.com/release-notes) describe. One click starts recording from your computer.

- It works in Zoom, Microsoft Teams, Google Meet, Webex, Slack huddles and any other meeting app.
- No bot joins the call, so nobody has to admit a notetaker or ask who it belongs to.

The prompt appears when the call itself starts. It isn't a calendar connection or auto-join. If you miss it, start notes in Voibe yourself before the agenda begins.

### Tell everyone you're taking notes

When recording starts, Voibe reminds you to tell everyone you're taking notes. Following the consent rules for each person on the call is your responsibility, and our guide to [AI notetaker recording consent laws](https://www.getvoibe.com/resources/ai-notetaker-recording-consent-laws/) covers them state by state.

### Where the meeting goes after you hang up

Meeting audio is processed by open-source models on zero-retention cloud providers and deleted as soon as processing completes. The transcript and summary are saved on your computer, not on Voibe's servers, and never used to train AI.

One meeting can run up to 4 hours. Since the October 2026 update, transcripts and summaries arrive 10 to 20 times faster than before, by Voibe's own measurements, as our [October update post](https://www.getvoibe.com/resources/voibe-free-plan-meeting-notes-windows/) explains.

## Step 4 (Day 2): Rename Speakers So the Summary Names the Right People

Open the first meeting's transcript the next morning, while you still remember who said what. The transcript labels each speaker and puts a time next to every line.

1. Click a speaker's name in the transcript and type the person's real name.
2. Repeat for everyone who spoke, and the summary updates to use the new names.
3. Read the action items and check that each owner actually agreed to the task.
4. Write down anything you'd fix by hand, because each fix is a rule your template is missing.

Voibe Work doesn't pull names from your calendar, so renaming is part of reviewing each meeting. Owners in the summary can only be right once the speaker labels are right.

## Step 5 (Day 3): Record an In-Person Meeting Through Your Computer's Mic

Voibe Work records in-person meetings through your Mac or PC's mic, so a meeting across a desk counts too. Test one during the trial, because a room sounds different from a headset.

1. Connect the laptop to the internet before the meeting, since processing runs in the cloud.
2. Put the laptop in the middle of the table and start notes before the first agenda item.
3. Say out loud that you're taking notes when Voibe reminds you to tell everyone.
4. Rename the speakers afterwards, the same way you did on day two.

Our guide to [recording an in-person meeting on your laptop](https://www.getvoibe.com/resources/how-to-record-an-in-person-meeting-on-your-laptop/) compares this with phone apps and dedicated recorders.

## Step 6 (Day 4): Ask a Meeting Questions, Then Copy or Export the Notes

Voibe Work's chat feature, chat with your meetings, lets you ask a finished meeting what was agreed and who owns what. It answers from that one meeting. It runs on the same zero-retention cloud, and nothing you ask is stored.

### Questions to try on your first meetings

- What did we agree on, and who owns each next step?
- Which questions did the client ask that we never answered?
- What did I promise to send, and by which date did I promise it?

### Get the notes into the file where they belong

1. Copy the transcript or summary in one click, then paste it into an email, a client record or a document.
2. Export the transcript or summary as a PDF when the notes belong in a formal file.
3. Check names, numbers and commitments before anything goes to a client or a colleague.

## Step 7 (Day 5): Run the Same Template on a Second Meeting

One good summary proves very little on its own. Run the template on a second meeting of the same type, then compare the two summaries side by side.

| What you see in the second summary | What to change in your own template |
| --- | --- |
| The summary runs long | Set a word limit, or lower the one you have |
| An action item nobody agreed to | List an action only when someone took it on |
| A section padded with filler | Tell it to write “Not covered” when nothing was said |
| A wrong or missing owner | Rename the speakers first, then check again |

A daily stand-up repeats inside the trial week, so it makes an easy second test. For six checks to run on each summary, see the testing section of the [templates guide](https://www.getvoibe.com/resources/how-to-write-ai-meeting-notes-templates/).

## Step 8 (Day 6, Optional): Connect Meeting MCP to Claude Desktop

MCP, short for Model Context Protocol, is the standard AI apps use to connect to other software. Meeting MCP uses it to give Claude, ChatGPT and other AI apps access to your meetings. It comes with Voibe Work and the 7-day trial. Voibe Free and Voibe Dictation don't include it.

### Connect Claude Desktop in one click

1. In Voibe, open the Meetings page and click MCP to open the Meeting MCP panel.
2. Check that the switch called Let AI apps use your meetings is turned on.
3. Pick the Claude tab and click Add to Claude, and Claude Desktop opens.
4. When Claude shows Voibe Meeting MCP, click Install, and Claude can now read your meetings.
5. Try asking Claude to go through this month's customer calls and write up the feature requests.

Cursor, ChatGPT and Claude Code have their own tabs in the same panel, and a More tab covers other apps. Our [Meeting MCP launch post](https://www.getvoibe.com/resources/voibe-meeting-mcp/) covers what to ask once you're connected.

### What a connected app can read

The Meeting MCP panel in Voibe spells out what you're granting:

> Apps you connect can read your meeting titles, summaries and transcripts. Your dictation is never shared. What an app reads goes to the company behind its AI, for example Anthropic for Claude. None of it goes through Voibe's servers.

Once Claude reads a meeting, that meeting is handled under Anthropic's terms, not Voibe's. Our guide to [confidential meeting notes](https://www.getvoibe.com/resources/how-to-take-confidential-meeting-notes/) covers when to leave the switch off.

Turn the switch off any time to stop every AI app at once, and the panel shows when an AI app last read your meetings. To remove only Claude, open Settings in Claude, then Extensions, and remove Voibe Meeting MCP.

Not sure what to ask Claude first? Our [AI prompts for meeting notes](https://www.getvoibe.com/resources/ai-prompts-for-meeting-notes/) library has copy-paste prompts for follow-up emails, action items, weekly status updates and more, each with an MCP version.

## Step 9 (Day 7): Decide What Happens When the Trial Ends

On day seven, your account moves to Voibe Free unless you buy a plan. Nothing is charged, and there's nothing to cancel.

Voibe Free keeps dictation going, but it doesn't include meeting notes. It covers dictation in any app on one device, with 2,000 cloud words a week and AI clean-up of punctuation and filler words. Meeting notes, chat with your meetings and Meeting MCP all need Voibe Work.

| Plan (per seat) | Price | Meeting notes | Dictation |
| --- | --- | --- | --- |
| Voibe Free | $0 forever | Not included | Any app, one device, 2,000 cloud words a week |
| Voibe Dictation | $9.90/mo, $99/yr or $199 lifetime | Not included | Unlimited, Mac and Windows |
| Voibe Work | $19/mo, $149/yr or $399 lifetime | Unlimited meetings, up to 4 hours each, no bot | Unlimited, Mac and Windows |

### Which Voibe Work billing option to pick

- Annual billing at $149 costs $79 less than 12 months at $19, a saving of 34.6%.
- The $399 lifetime license pays for itself against annual billing in about 2.7 years.
- Monthly billing at $19 suits you if a week wasn't long enough to decide.
- Paid plans carry a 30-day money-back guarantee, and one seat covers a Mac and a Windows PC.

## Why Your First Voibe Work Notes Didn't Come Out Right, and How to Fix It

### The transcript is empty or missing your voice

Check that Voibe has microphone access in your computer's privacy settings, using the paths in step 1. Then record a short test at your desk and read the transcript back.

### Voibe didn't offer to take notes when the call started

Start notes in Voibe yourself, then check the prompt again on your next call. The offer comes from the call starting, not from your calendar.

### The notes never arrived

Meeting notes are processed in the cloud, so check your internet connection first. They aren't available offline, unlike on-device dictation on an Apple Silicon Mac.

### The summary names the wrong people

Rename each speaker by clicking their name in the transcript, and the summary updates. A template can only name owners correctly once the speaker labels are right.

### The summary is in the wrong shape for your file

Switch to the template built for that meeting type, or create your own. The [templates guide](https://www.getvoibe.com/resources/how-to-write-ai-meeting-notes-templates/) shows how to fix a summary that runs long or invents action items.

## Tips for a Voibe Work Trial Week That Tells You Something

1. **Test on meetings you attended.** You'll spot a wrong owner or a missing decision at once.
2. **Rename speakers before reading the summary.** Owners can only be right when the labels are right.
3. **Put one recurring meeting in the trial twice.** A daily stand-up or a twice-weekly check-in gives you a fair comparison.
4. **Try dictation too.** The trial covers everything in Voibe Dictation, so hold the hotkey in your email app between meetings.
5. **Decide on Meeting MCP before you connect it.** Whatever an AI app reads goes to the company behind it.

## Getting Started With Voibe Work: FAQ

### Trial and pricing

**How long is the Voibe Work free trial?** Seven days of every Voibe Work feature, with no credit card and no automatic charge. After that, the account moves to Voibe Free unless you buy a plan.

**Does Voibe Free include meeting notes?** No. Voibe Free covers dictation in any app on one device, with 2,000 cloud words a week. Meeting notes need Voibe Work, at $19 a month, $149 a year or $399 lifetime.

**Does one Voibe Work seat cover a Mac and a Windows PC?** Yes. One seat covers both platforms, including Voibe Work's meeting notes.

### Setup and recording

**Does Voibe Work join meetings from my calendar?** No. When a call starts, Voibe offers to take notes, and you click to start. There's no calendar auto-join and no bot in the call.

**Which meeting apps does Voibe Work record?** Zoom, Microsoft Teams, Google Meet, Webex, Slack huddles and any other meeting app on your Mac or PC. It also records in-person meetings through your computer's mic.

**Can I create my own template in Voibe Work?** Yes. Voibe Work has templates for meeting types such as client intake and investment committee, and you can create your own.

### Privacy and consent

**Where does Voibe Work save my meeting notes?** On your computer, not on Voibe's servers. Meeting audio is processed by open-source models on zero-retention cloud providers and deleted as soon as processing completes.

**Do I have to tell people I'm taking notes?** Voibe reminds you to tell everyone when recording starts. Following the recording-consent rules that apply to your meeting is your responsibility.

**Is Voibe Work HIPAA compliant?** Voibe doesn't claim HIPAA compliance or certification. Privacy comes from the architecture: meeting audio is deleted after processing and notes are saved on your computer. A BAA (Business Associate Agreement) is available on request.

## After Week One: Give Every Recurring Meeting Its Own Template

A good first week ends with one template you trust on one meeting you hold every week. From there, add a template for the next meeting type, and each summary arrives in the shape your file needs.

For the dictation side of the same app, the [getting started with Voibe guide](https://www.getvoibe.com/resources/getting-started-with-voibe/) covers hotkeys, Dictionary (custom vocabulary) and Memory (spoken text shortcuts). For more ways to put your meetings in front of an AI assistant, see [how to give Claude access to your meeting notes](https://www.getvoibe.com/resources/how-to-give-claude-access-to-meeting-notes/).

## Frequently asked questions

### How long is the Voibe Work free trial?

The Voibe Work free trial lasts 7 days and includes every Voibe Work feature, with no credit card and no automatic charge. When the trial ends, the account moves to Voibe Free unless you buy a plan.

### Does Voibe Free include meeting notes?

No. Voibe Free covers dictation in any app on one device, with 2,000 cloud words a week and AI clean-up. Meeting notes, chat with your meetings and Meeting MCP need Voibe Work, which costs $19 a month, $149 a year or $399 lifetime per seat.

### What should I set up first in Voibe Work?

On day one, install Voibe on your Mac or Windows PC, turn on microphone access, and pick the template for your main recurring meeting. Voibe Work has templates for meeting types such as client intake and investment committee, and you can create your own template.

### Does Voibe Work join meetings from my calendar?

No. Voibe Work has no calendar auto-join. When a call starts, Voibe offers to take notes, and one click starts recording from your computer. No bot joins the call.

### Which meeting apps does Voibe Work record?

Voibe Work records Zoom, Microsoft Teams, Google Meet, Webex, Slack huddles and any other meeting app on a Mac or Windows PC. It also records in-person meetings through the computer's microphone. Voibe has no iPhone or Android app.

### How long can one Voibe Work meeting be?

One Voibe Work meeting can run up to 4 hours. Paid plans have unlimited meetings and no minute caps.

### Where does Voibe Work save my meeting notes?

Voibe Work saves the transcript and summary on your computer, not on Voibe's servers, and never uses them to train AI. Meeting audio is processed by open-source models on zero-retention cloud providers and deleted as soon as processing completes, so meeting notes need an internet connection.

### How do I connect Voibe Work to Claude?

In Voibe, open the Meetings page and click MCP, check that Let AI apps use your meetings is on, pick the Claude tab and click Add to Claude. Claude Desktop opens and shows Voibe Meeting MCP; click Install. Apps you connect can read your meeting titles, summaries and transcripts, and what an app reads goes to the company behind its AI.

### Do I have to tell people I'm taking notes with Voibe Work?

Voibe reminds you to tell everyone you're taking notes when recording starts. Following the recording-consent rules that apply to each person in the meeting is your responsibility.

### Is Voibe Work HIPAA compliant?

Voibe doesn't claim HIPAA compliance or certification. Its privacy comes from the architecture: meeting audio is deleted after processing and notes are saved on your computer. A BAA (Business Associate Agreement) is available on request.

## Related

- [Getting Started with Voibe](https://www.getvoibe.com/resources/getting-started-with-voibe/): The dictation setup: hotkeys, permissions, Dictionary and Memory.
- [How to Write AI Meeting Notes Templates](https://www.getvoibe.com/resources/how-to-write-ai-meeting-notes-templates/): Eight templates to paste in, and how to test your own.
- [Insurance Client Meeting Notes Template](https://www.getvoibe.com/resources/insurance-client-meeting-notes-template/): Needs, quotes, the recommendation and a compliance note.
- [One-on-One Meeting Notes Template](https://www.getvoibe.com/resources/one-on-one-meeting-notes-template/): Updates, feedback, growth notes and carry-overs.
- [Stand-Up Meeting Notes Template](https://www.getvoibe.com/resources/standup-meeting-notes-template/): Done, doing and blocked per person, plus tickets to create.
- [Best AI Meeting Note Taker for Insurance Agents](https://www.getvoibe.com/resources/best-ai-meeting-note-taker-for-insurance-agents/): Note takers for client calls and a compliance review.
- [Introducing Voibe Meeting MCP](https://www.getvoibe.com/resources/voibe-meeting-mcp/): Give Claude and ChatGPT access to your meetings.