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Connect your Calendar and Email 🚀

This guide will show you how to easily connect your calendar and email account with Demodesk. Let’s get started!

Why Connecting Your Calendar Matters

To take full advantage of Demodesk’s AI-powered features, it’s crucial to connect your Google or Outlook Calendar. Once connected, Demodesk will automatically import your internal and/or external meetings based on your settings. This ensures that all your meetings can be recorded, analyzed by our AI, and enhanced with additional features such as meeting scorecards, insights, and more.

How to Connect Your Calendar

Google Calendar

  1. Access the Integrations Section

    • Navigate to the Integrations section in your Demodesk settings.

    • At the top, you’ll find the Connections section, where you can connect either your Google Calendar, Outlook Calendar, or both.

  2. Connect Google Calendar

    • Click the Connect button next to Google Calendar.

  3. Grant Permissions

    • You will be prompted to grant Demodesk the necessary permissions. These permissions are essential for all the functionalities to work seamlessly.

    • Review the requested permissions and click Continue to proceed. Once completed, your Google Calendar is successfully connected.

Outlook Calendar

  1. Connect Outlook Calendar

    • Similarly, in the Connectionssection, click the Connect button next to Outlook Calendar.

  2. Grant Permissions

    • Follow the prompts to sign into your Microsoft account and grant Demodesk access to your Outlook Calendar.

    • Confirm the permissions and once done, your Outlook Calendar will be connected.

Email permissions for AI

Once your Google or Outlook account is connected, you can choose whether Demodesk’s AI can work with your mailbox. These permissions are off by default and you control them separately for each connected account.

What this enables

With these permissions granted, you can ask the AI Analyst in chat, or an AI Agent, to work with your email. For example:

  • “Check my emails from Acme this week”

  • “Draft a reply to Sarah’s last email about pricing”

  • “Write a follow-up draft for my meeting with Contoso and save it to my drafts”

Demodesk can search your inbox, read a thread, and create or update a draft in Gmail or Outlook.

✉️ Demodesk never sends email from your mailbox. Drafts are saved to your drafts folder for you to review, edit and send yourself.

How to turn it on

  1. Go to Settings, then Integrations.

  2. Under Connections, find your connected Google or Outlook account.

  3. Click Settings next to that account. You can also click the 0/2 email permissions pill shown next to your email address, which opens the same dialog. The number tells you how many of the two permissions you have already granted.

  4. In the Email permissions dialog, turn on what you want to allow:

    • Read inbox lets Demodesk read replies so it can detect responses and trigger follow-up automations.

    • Create drafts lets Demodesk save drafted replies to your drafts folder for you to review and send.

    The two are independent. You can grant Read inbox without granting Create drafts.

  5. Click Save and connect.

  6. Approve the permissions on the Google or Microsoft screen. You are returned to Demodesk when it is done.

Direct link to the settings page: https://demodesk.com/manage/settings/internet-accounts

The button reads Save and connect whenever you have changed a toggle, because the change has to be confirmed with Google or Microsoft. If you open the dialog and change nothing, it reads Save instead.

Removing these permissions later

For Google, reopen the dialog, switch the permission off, and save.

For Outlook and Office 365, permissions cannot be removed from this dialog. To revoke access, remove Demodesk from your Microsoft account settings.

Troubleshooting

If you're experiencing any issues while connecting your calendar, make sure:

  • Permissions are granted correctly: Ensure you’ve allowed full access to your calendar and email.

  • Reconnecting might help: If issues persist, try disconnecting and reconnecting the account in your settings.

  • You don’t see a Settings button or an email permissions pill: email permissions are only shown for a connected account. If your account is connected and you still don’t see them, contact support.

  • Contact Support: For further assistance, reach out to our support team via the integrated chat tool or email.

⚡ Pro Tip: You can connect both your Google and Outlook calendars if you work across different platforms, ensuring that Demodesk can analyze and optimize all your meetings!

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