База знаний

Before you can use Pipedrive Nova, you’ll need to complete a short setup. Your Pipedrive admin must first enable Nova and assign you a seat. Then, you’ll connect your Google accounts and configure a few settings.

This article explains how to:

• Complete the Nova setup wizard
• Connect Gmail and Google Calendar
• Enable the required Nova permissions
• Choose which Pipedrive activities sync to Nova

Enable Nova permissions

Before you can set up Nova, your company admin must enable access. Access to Pipedrive Nova depends on two requirements:

• Nova is enabled for your company.
• A Nova seat has been assigned to you.

Admins manage both in Settings > Manage users > Users and access, where they can enable Nova for the company and assign seats to users.

After enabling Nova or assigning a seat, click “Confirm” in the confirmation dialog.

To remove a user’s access, clear the checkbox for the same permission.

Once your admin enables Nova and assigns you a seat, Nova becomes available in your Pipedrive account.

Regular users can’t enable Nova or assign seats. If you don’t have access yet, open Nova and click “Request access” to send an email request to your admins.

Nova uses a single permission set that grants access to all Nova features. Individual Nova permissions can’t be enabled or disabled separately.

Set up Nova

The first time you open Nova, a setup wizard guides you through connecting your accounts and configuring your settings. You must complete the required setup before you can use Nova.

Click “Get started” to begin.

During the setup wizard, you’ll:

• Read and accept Nova’s Terms of Use (required)
• Review your AI Notetaker settings. Auto-join is enabled by default for new users, and you can change how the AI Notetaker joins your meetings later in Settings > Meeting Notetaker
• Connect your Gmail account (optional, but recommended). You can skip this step and connect your account later.
• Connect your Google Calendar (optional, but recommended). You can also skip this step and connect it later.

Connect Gmail and Google Calendar

After completing the setup wizard, you can manage your connected accounts in Settings > Connections.

Gmail

Even if Gmail is already synced with Pipedrive, Nova still requires its own connection to your Gmail account.

Nova reads your emails in real time to generate meeting briefings. This requires different permissions from Pipedrive’s standard email sync, so connecting Gmail to Nova is a separate step.

Google Calendar

If your Google Calendar is already synced with Pipedrive, you don’t need to connect the same calendar to Nova. Your calendar events are already available in Nova through Pipedrive.

If you prefer, you can connect Nova to a different Google Calendar.

Nova only reads your calendar to help prepare you for meetings. It doesn’t create, edit or delete calendar events.

Choose which activities sync to Nova

Choose which Pipedrive activity types Nova treats as meetings in Settings > Synced activities.

When you save your changes, newly selected activity types appear in Meetings, while deselected types are removed. Your preferences remain in effect until you change them.

Once you’ve connected your accounts and completed the required setup, you’re ready to start preparing for meetings and using the AI Notetaker. Learn more in Meetings with Nova.

Customize Nova’s AI settings

You can customize how Nova works with your CRM data and how it generates meeting summaries in Settings > AI settings.

Choose and customize data fields

In the Data fields tab, choose which deal, person and organization fields Nova can suggest updates for, and customize how it interprets each field.

Use the toggle next to each field to enable or disable CRM update suggestions.

Click a field to open its instructions. There, you can tell Nova how to extract or format the field’s value. For example, how to interpret currency amounts or where to find an expected close date.

After editing a field’s instructions, click “Save” to apply your changes or “Cancel” to discard them.

Set summary preferences

In the Summary preferences tab, customize how Nova generates meeting summaries. These settings apply to all future meetings.

Nova generates two types of summaries:

• Pre-meeting brief – the briefing Nova generates before a meeting
• Post-meeting summary – the recap Nova generates after a meeting

For each summary type, you can add custom instructions describing the focus, key topics or information to exclude. These instructions apply to all future briefs or summaries and replace Nova’s default instructions.

For post-meeting summaries, you can also choose:

• Tone: Professional, Friendly or Formal
• Length: Concise, Regular or Detailed

Click “Save preferences” to apply your changes or “Reset to default” to restore Nova’s default summary style.