First-time setup guide

The first-run steps, from installing to connecting your calendar and granting microphone and screen recording permission.

This covers everything from installing the desktop app to being ready to take notes in your first meeting. Work through the five steps — install, launch, sign in and calendar permissions, audio permissions, and a check that it works — and setup is complete. For an overview of the app as a whole, see Pulse basics.

What you need, and what can be recorded

Pulse runs as a desktop app on macOS and Windows, connected to a Google or Microsoft account. On macOS it requires macOS 14 or later. The web version you open in a browser is for viewing and editing notes you already have; recording and transcription happen in the desktop app.

In the desktop app, the following audio can be transcribed and summarised:

  • meetings in whichever tool you use — Zoom, Google Meet, Microsoft Teams and so on
  • voice memos to yourself
  • audio playing on your computer, such as a podcast or video

No recording participant joins on the meeting tool's side. The app captures the audio your computer is playing and your microphone audio directly.

1. Install

  1. Download the installer (.dmg) from the download page.
  2. Open the .dmg file in your Downloads folder.
  3. In the window that appears, drag the app icon into the Applications folder.

If you put it somewhere other than the Applications folder, automatic updates may not work properly.

  1. Download the installer (.exe) from the download page.
  2. Open the .exe file in your Downloads folder.
  3. Follow the installer's prompts.

The default installer installs for the signed-in user only.

FigureScreenshot: dragging from the disk image into the Applications folder

The disk image window, with the app icon and a shortcut to the Applications folder side by side and an arrow showing the direction to drag.

For what to watch out for when IT distributes the app in bulk through a device management tool, see Bulk installation and updates for admins.

2. Launch

Start the app from the Applications folder or the Start menu. You may see a prompt such as “This app was downloaded from the internet. Are you sure you want to open it?”, which is expected. It is fine to open it.

3. Sign in

You sign in with a Google or Microsoft account. No other sign-in method is supported. Use a Google Workspace account, a personal Google account, or a Microsoft account.

When you click sign in, a new tab opens in your default browser and authentication finishes there. Choosing the same account your usual meetings are in means less to configure afterwards.

FigureScreenshot: the sign-in screen

The first-run screen, with sign-in buttons for a Google account and a Microsoft account side by side.

Calendar permissions

Partway through signing in you will see a prompt about calendar permissions. Select every item and continue. What we are asking for is permission to read your calendar events and to retrieve their basic details — attendees, start time, date and title.

If you grant only some of the permissions, events may not appear or attendees may not be imported. You can revisit this later from the calendar settings screen. For details, see Connect your calendar.

Signing in with a Microsoft account

Signing in with a Microsoft account follows the same flow as Google. Choose your Microsoft account on the authentication screen, approve calendar access, and you are returned to the app. Depending on your organisation's settings, administrator consent may be required. The detailed steps are in Sign in with Microsoft.

About Exchange configurations

We support cloud-hosted Microsoft 365 calendars (Exchange Online). On-premises Exchange servers are not supported.

4. Grant microphone and audio permission

Once you have signed in, you will be asked about audio permissions. If you do not grant them, the app cannot capture meeting audio and the transcript stays empty.

You will be asked for both the microphone and system audio (the sound your computer is playing). Choose “Allow” in each dialog. Capturing system audio is treated by the OS as a screen recording permission.

To check or change this later, open System Settings > Privacy & Security > Microphone and System Settings > Privacy & Security > Screen & System Audio Recording.

These permissions are granted automatically. There is nothing to enable individually.

If you are unsure whether audio is being captured, or want to check the permission later, you can see its status under Settings > Privacy & security > Microphone.

FigureScreenshot: the macOS microphone and system audio permission dialogs

The dialog requesting microphone access and the dialog requesting screen and system audio recording, shown one after the other.

For narrowing down cases where audio cannot be captured, see Transcription problems.

Telling participants you are recording

Japan has no law that generally prohibits a participant from recording a meeting, and obtaining consent from everyone present is not a legal requirement as such. Even so, saying at the start of the meeting that it is being recorded and transcribed is strongly recommended, and setting it down as an internal rule makes day-to-day practice more consistent. For the reasoning, how to handle meetings with external attendees, and wording you can use as-is, see How far you can rely on AI meeting notes (a guide for teams).

5. Check that it works

The first time you sign in, a demo meeting is prepared for you so you can see the basics. It plays a short piece of audio, shows the transcript appearing, and takes you through to the note being created after the meeting ends. The demo is shown only once.

After the demo, your home screen shows your next events together with the note the demo created.

Checking that setup is complete
  • Today's and later events appear under “Upcoming events” on the home screen
  • Settings > Calendar shows the calendar you connected
  • On macOS, microphone and “Screen & System Audio Recording” are allowed; on Windows, the microphone is allowed
  • The demo meeting produced a transcript, and a note was created when it ended
Editorial note

The source material referred to a dedicated link for replaying the demo later. If UNCHAIN, Inc. provides an equivalent, put that URL here.

Once setup is done

Doing these three things first will get you a genuinely useful note from your very first real meeting.

  1. Set your language — the setting differs depending on whether your meetings are mainly in Japanese or mix Japanese and English. See Multi-language support.
  2. Fill in your profile — recording your role and responsibilities angles summaries towards what you care about. See Profile and preferences.
  3. Register company and department names — add proper nouns that are easily misheard in advance. See Customising transcription.

If something is not working

Symptom Where to look
Events do not appear under “Upcoming events” Calendar is not syncing
The transcript stays empty, or stops partway Transcription problems
No note is created after the meeting ends Notes are not being generated
Cannot sign in from the corporate network Network and allowlists
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