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Microsoft Outlook Calendar Pn

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Overview

Automatically import recordings from Outlook Calendar events directly into specific projects based on meeting titles. Once imported, they will be automatically transcribed and summarized.

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Set up Outlook Calendar integration

Connecting your Outlook Calendar and Dovetail accounts means you’ll no longer need to import recorded meetings manually. You can now configure multiple rules to automatically route different types of meetings to different projects based on keywords in the event title.
  • Navigate to ⚙️ Settings → Integrations and click on Outlook Calendar.
  • Click Connect and sign in/select the Microsoft account that you wish to authenticate.
  • From there, select your video source as Microsoft Teams or 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., “Discovery”), and select the specific Project you want those recordings routed to.
  • Press  Save to activate your configurations.
No—only recordings from meetings that occur after the integration is set up will be imported.