Introduction
Learn how to get the most out of Dial8 — the meeting intelligence and project management platform for teams.
Welcome to the Dial8 documentation. Dial8 is a cross-platform workspace that combines meeting capture, project management, and CRM into one unified experience — think Linear meets Granola.
What is Dial8?
Dial8 helps teams stay on top of their work by connecting meetings to action items, projects to initiatives, and contacts to conversations. Everything flows together in a workspace designed around how teams actually operate.
Key Features
- Home Dashboard — Your workspace overview showing assigned actions, upcoming meetings, pending reviews, active cycles, and project health
- My Actions — Personal task view with filters for today, this week, overdue, and completed items
- Actions — Track tasks and issues with custom workflows, priorities, assignees, and team-scoped identifiers (like ENG-42)
- Captures — Meeting recordings with AI-powered transcription, automatic action item extraction, and decision tracking
- Documents — Create and collaborate on rich-text documents within your workspace
- Initiatives & Projects — Organize work into projects with milestones, and connect them to higher-level strategic initiatives
- Email — Unified inbox with Gmail and Outlook integration, AI-drafted replies, and contact linking
- Calendar — Multi-calendar view with Google, Microsoft, and local Exchange support
- CRM — Full relationship management with contacts, companies, interaction history, and voice identification
- Views — Build custom filtered views with list and board layouts across any entity type
- Search — Find anything across your workspace with full-text and AI-powered semantic search
- AI Assistant — Context-aware chat with 22+ workspace tools for drafting emails, processing captures, querying data, and more
- Desktop App — Native companion app for automatic meeting detection and high-fidelity audio capture
Quick Start
- Sign up and create your workspace
- Invite your team and set up teams with custom workflows
- Start capturing meetings, creating actions, and tracking projects
Ready to dive deeper? Start with the Quick Start guide, or jump to any feature section in the sidebar.