Your first 10 minutes with Highlight

The first time you sign in, Highlight walks you through a short setup. It only takes a few minutes, and each step unlocks a core part of the product. Here's exactly what to expect.

Step 1 — Tell us about yourself

Highlight's first screen asks for your name and your role. This personalizes the experience — Highlight uses your role to suggest the most relevant use cases and draft behaviors for how you work.

1. Enter your full name

2. Select your role from the dropdown

3. Click Continue

Step 2  —  Enable Screen Recording

Highlight asks for Screen Recording permission so it can understand what's happening on your screen — identifying who's speaking in a meeting, recognizing the work apps you use, and building context that lets it assist you proactively.

To grant this permission on Mac, Highlight will guide you through four steps:

• Open System Settings

• Go to Privacy & Security → Screen & System Audio Recording

• Find Highlight in the list and select it

• Toggle the switch to enable it

Your data remains private and protected

Step 3  —  Enable Accessibility Access

Accessibility permission is required to use Highlight. It allows Highlight to detect when a meeting starts, respond to your hotkey from anywhere on your computer, and understand which apps are part of your work context.

To grant Accessibility permission on Mac, Highlight will guide you through four steps:

• Open System Settings

• Go to Privacy & Security → Accessibility

• Find Highlight in the list and select it

• Enable it — macOS may ask for your password or Touch ID to confirm

Once enabled, return to Highlight and click Continue.

Step 4  —  Choose what Highlight drafts automatically

Highlight can take action on your behalf — drafting docs, composing messages, creating tickets, and more. This step lets you choose which behaviors to turn on. You'll always review everything before it's sent or saved.

You can change these at any time

These toggles are just starting defaults. You can turn any behavior on or off at any time in Settings → Drafts. And remember — Highlight always shows you a preview before anything is saved or sent, so nothing happens without your approval.

When you're happy with your selections, click Continue.

Step 5  —  Set up your workflow

Integrations are what make Highlight truly powerful. The more tools you connect, the more context Highlight has — and the more useful it becomes.

Click each integration you want to connect — a browser window will open for you to authorize it. A green checkmark will appear once it's connected. The counter at the bottom shows how many are active.

When you're ready, click Continue.

Step 6  —  Take the in-app tour

After setup, Highlight opens the side panel and kicks off a five-step guided tour. The tour walks you through the core features directly inside the app.

The tour covers five things:

• Starting a new meeting or chat

• How the Upcoming events section works

• Where your Reminders 

• Where your drafted Action items live

• How to use the Chat input at the bottom of the panel

Each step has a Skip option if you want to move faster. You can also click Skip on the first step to exit the tour entirely and explore on your own.

You're all set. Here's what to do next.

Once setup and the tour are complete, Highlight is fully active. Here are the three things most people do first:

• Check the Upcoming section in the side panel — your next meeting should already be there with a prep brief ready.

• Try the Chat input at the bottom of the panel. Ask it anything about what's on your screen right now.

• Join your next meeting — Highlight will detect it automatically and start capturing notes when the call begins.