Who can do this: All users · Works with: Google Workspace, Microsoft 365
Sign in for the first time
Go to app.kaizan.ai.
Select Sign in with Google or Sign in with Microsoft. Use the one your organisation uses.
Sign in with your work email address. Personal accounts do not have access.
When asked, give Kaizan access to your calendar and inbox.
Result: Kaizan opens My Kaizan. It connects to your calendar and imports the last 30 days of email into your client folders.
Note: If you do not give calendar and inbox access, Kaizan AI cannot join your meetings. You can give access later. See Connect or disconnect your calendar and inbox.
If your organisation uses onboarding
Some organisations turn on a guided walkthrough. It opens in My Kaizan the first time you sign in. It suggests your likely clients, tools and colleagues. You can finish it later.
If you see no clients
Your organisation may not have created client folders yet. Ask your Kaizan admin, or contact support@kaizan.ai.