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Overview

Automatically import Google Calendar events directly into specific projects based on meeting titles. Once imported, they will be stored, transcribed, and summarized automatically with AI.

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Prerequisites

  • A Google account with access to the calendar you want to import events from.
  • A connected video conferencing tool — Zoom, Google Meet, or Microsoft Teams — so the recording and its event information can be imported.
  • The projects you want meetings routed into, created in advance.

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Set up the Google Calendar integration

Connecting your Google Calendar and Dovetail accounts means you no longer need to import recorded meetings manually. You can configure multiple rules to route different types of meetings to different projects based on keywords in the event title.
  • To do this, navigate to Settings and click on Google Calendar.
  • Click Connect and sign in/select the Google account that you wish to authenticate.
  • From there, select your video source (e.g., Zoom) and continue to authenticate.
  • Once authenticated, you can add up to 4 configuration rules. For each rule, select your desired calendar, define the keywords the meeting title must contain (e.g., “User Interview”), and select the specific Project you want those recordings routed to.
  • Press Save to activate your configurations.

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Troubleshooting

If your connection is interruptedIf your Google Calendar authentication expires or disconnects in the background, Dovetail will notify you by email and show a Needs reconnect badge next to the integration in Settings.To restore the connection, navigate to Settings → Integrations, click on Google Calendar, and reconnect your Google account. You’ll need to set up your configuration rules again once reconnected.Any calendar events that occurred while the integration was disconnected will not be automatically imported.
If you’d only like specific events to be imported to Dovetail, you can enter specific keywords within the configuration modal under the ‘Event title must contain’ field. Meetings that contain any of the keywords entered will be imported.
These are the permissions we request:
  1. See your personal calendar and any other calendars you can access
  2. See events on your personal calendar and on other calendars you can access
  3. Download a copy of your personal calendar and any other calendars you can access
  4. See the email addresses of the contacts or groups you share calendars with

Continuous discovery

Set up once so recorded calls arrive transcribed and highlighted.