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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.

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FAQs

No—only recordings from meetings that occur after the integration is set up will be imported.
For workspaces with user roles, only Managers and Contributors can import recordings — Viewers cannot upload or import data. For workspaces without user roles, any paid seat can import.
Verify the following:
  1. Outlook Calendar is connected in ⚙️ Settings → Integrations
  2. Your Zoom or Teams integration is connected (matching your recording source)
  3. Your Outlook import rule has a calendar, project, and video provider selected
  4. You have permission to create data in the target project
  5. The meeting event matches the selected calendar and any keywords in your rule
  6. For Zoom imports, you must be the event organizer in Outlook
To automatically import recordings, you’ll need all of the following in place:
  1. Outlook Calendar connected — your Microsoft account must be authenticated via Settings → Integrations.
  2. A calendar import rule configured — at least one rule must be saved with a calendar selected, a destination project, a video source (Zoom or Microsoft Teams), and optional keywords.
  3. Matching video integration connected — if your rule uses Zoom as the video source, your Zoom integration must be connected. If using Microsoft Teams, your Teams integration must be connected.
  4. Permission to create data in the target project — you must be a Manager or Contributor (or have project-level write access). Viewers cannot import data. On plans without user roles, any paid seat can import.
  5. A matching meeting at runtime — the meeting must appear in your selected Outlook calendar within the sync window. If keywords are set, the event title must match. For Zoom meetings, you must also be the event organizer in Outlook.
  6. Integrations remain authorized — if your Outlook or video integration becomes disconnected or expires, imports will stop until you reconnect.