Decision Site Guide

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A practical walkthrough for getting started and finding your way around — from your first sign-in to managing accounts, decision sites, meetings, CRM sync, and external stakeholders.

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Start here

New here

Sign in, connect your calendar, and get your first call recorded.

Day-to-day selling

Decision Sites, meetings, email, and the AI Assistant.

Admins

Workspace settings, roles, templates, and Skills.

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Getting StartedBefore Decision Site can do anything useful, you need to be signed in and set up. This section covers accepting your invite and logging in for the first time.1 sectionConnecting Your Calendar & Recording MeetingsDecision Site's AI workflows — Power Commands, Scouting Reports, post-call briefings, and the weekly Account IQ — all run on the meeting recordings and transcripts that flow into the platform. This section covers three things: connecting your calendar, setting up your AI Notetaker, and managing what actually gets recorded. Setup takes about five minutes; once it's done, meetings are captured and processed automatically, with no manual effort before each call.3 sectionsAI Notetaker MechanicsYou already know how to turn the AI Notetaker on and pick a recording mode. This section goes one level deeper into how it actually behaves during a live call — and what to do if a meeting is already underway and isn't recording.5 sectionsTroubleshooting & FAQsA few issues come up often enough to be worth their own quick answer.12 sectionsCRM Integration & TrackingCRM integration threads through Decision Site at three levels — the account, an individual Decision Site, and right inside a meeting. This section walks through all three, plus how syncing actually pushes activity back into your CRM.3 sectionsDecision SitesA Decision Site is where the actual work of a deal or relationship happens — the people on it, the plan you're building together, and everything you've recorded, uploaded, or been sent. This section is a tour of what's inside one.5 sections

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Setup & Recording

Daily Use

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Still stuck?

If this didn't answer your question, reach out to your Augment representative or your internal Decision Site admin — anything involving workspace settings, roles, or CRM setup needs an admin.

Open Decision SiteActivate or resend an invite

Last updated August 20, 2026