Prerequisites
- A Mavio account on the Team plan
- Admin or owner role in your Mavio workspace
Create and configure your team workspace
Create a workspace
Go to Settings > Team and click Create workspace. Enter your team or company name and click Create. This becomes the shared space where all team meeting data lives.
Invite team members
Click Invite members and enter your colleagues’ email addresses. You can invite multiple people at once by separating emails with commas. Each person receives an email invitation with a link to join your workspace.Assign a role to each member:
| Role | Permissions |
|---|---|
| Owner | Full access, billing, can delete workspace |
| Admin | Manage members, integrations, and settings |
| Member | Record meetings, view shared notes, use Mavio AI |
| Viewer | View shared meetings and notes (read-only) |
Configure sharing defaults
Under Settings > Team > Sharing, set how meeting notes are distributed:
- Auto-share with attendees — meeting notes are shared with all Mavio users who attended the meeting
- Auto-share with team — all meetings are visible to everyone in the workspace
- Manual sharing only — the recorder decides who sees each meeting
Individual members can always override the team default for specific meetings. Sensitive conversations can be kept private regardless of the team setting.
Set up channels (optional)
Channels let you organize meetings by project, team, or topic. Create channels under Settings > Team > Channels:
#product-team— all product-related meetings#client-calls— external meetings with clients#all-hands— company-wide meetings
Connect team integrations
Team-level integrations apply to everyone in the workspace. Go to Settings > Team > Integrations and connect:
- Slack — post summaries to shared channels (setup guide)
- Notion — sync notes to a shared Notion workspace (setup guide)
- Google Calendar — detect meetings across all team members’ calendars
How team sharing works
When a team member records a meeting, Mavio applies your sharing rules:- The recording appears in the recorder’s personal meeting list immediately
- After processing, shared meeting notes appear in attendees’ dashboards
- If the meeting matches a channel, it appears in that channel’s feed
- Slack and Notion notifications are sent according to team integration settings
Best practices
- Start with auto-share with attendees — it covers 90% of use cases without oversharing
- Use channels for cross-functional projects — keeps related meetings grouped and searchable
- Set up a Slack channel — the team gets a passive stream of meeting summaries without checking Mavio
- Audit sharing quarterly — review who has access in Settings > Team > Members and remove former team members