What is Demodesk?
Demodesk is a meeting automation platform for sales and customer success teams.
With our Scheduling product, users can:
Share personalized booking links (e.g.
https://demodesk.com/book/max-muth/talk
)Let guests book time slots
Automatically send calendar invites, confirmation emails, reminders, and follow-ups
All of this is done securely using integrated tools like Outlook.
Outlook Integration & Authorization
Demodesk connects to your Outlook account using a Microsoft-supported OAuth 2.0 app.
This is a user-level integration. Demodesk does not request tenant-wide access and cannot access data from accounts that haven’t explicitly connected Outlook to Demodesk.
Permissions Requested
We use delegated Microsoft Graph API scopes, meaning Demodesk acts on behalf of the logged-in user. Here's a breakdown of the scopes:
OpenID Scopes
email
offline_access
(used to refresh tokens without repeated login)openid
profile
Microsoft Graph API Scopes
Calendars.ReadWrite
: To view and create calendar eventsMail.Send
: To send emails (confirmations, reminders, etc.)OnlineMeetings.ReadWrite
: To create Microsoft Teams meetingsOnlineMeetingArtifact.Read.All
: To access meeting artifacts (e.g., recordings)Contacts.Read
: To improve scheduling features (optional)User.Read
: To identify the user
We request only the permissions necessary to provide scheduling functionality and avoid any read-access to emails.
Duration of Access
Access can be revoked at any time:
From your Demodesk account (Connections settings)
Directly from your Microsoft/Outlook account
Access ends immediately and irreversibly upon disconnection.
Data Storage and Persistence
Calendar Events
Demodesk only persists events in these cases:
The event was created through Demodesk scheduling
The event is recorded with Demodesk Notetaker
All other events:
Are not stored in Demodesk systems
May be temporarily cached in memory for up to 24 hours, but only include:
Start and end time
Availability status (e.g., "Busy")
This caching helps us quickly check calendar availability without persisting full details. For audit purposes, Admins can view integration logs. Admin permissions are configurable at the customer level.
Email Data
Demodesk does not store any emails sent on your behalf. Emails are triggered via API and sent through your Microsoft account with no content stored in our systems.
Microsoft Teams Data
If you're using the Demodesk Notetaker for Microsoft Teams meetings, we store:
The meeting recording (video file)
AI-generated summary
Meeting transcript
The retention period for these artifacts can be controlled in your Demodesk settings.
How We Process Outlook Data
Demodesk uses Outlook calendar data in the following ways:
Display available time slots in booking pages
Check internal team availability for group scheduling
Let users view their Outlook calendar inside Demodesk for easier meeting setup
Additional Notes:
Only the user’s default calendar is accessed
Meeting titles are shown for events visible in Outlook, but no guest lists or descriptions are displayed or stored unless:
The event was created by Demodesk
The functionality (e.g., handover classification) specifically requires it
Special Functionality: Handover & Classification
In handover scenarios, Demodesk checks if a colleague is available based on:
This data is processed in real-time and never stored. The behavior mirrors how Outlook handles shared calendars: only what the user is permitted to see is accessible.
Security & Privacy Concerns: Addressed
We’ve heard a few common concerns. Here’s how Demodesk addresses them:
“Demodesk has too many permissions and sees all user calendars”
❌ Not true. Demodesk only accesses calendars of users who’ve explicitly connected Outlook to Demodesk.
✅ We only access the default calendar and process minimal data required for scheduling.
“Demodesk stores calendar titles and guest lists”
❌ Not for external events.
✅ Only Demodesk-created events are persisted. For others, only start/end times of “Busy” events are cached (24h).
“Other tools like Calendly offer better security”
🔍 Calendly’s Outlook Add-In has similar permissions and access levels.
🛡️ Demodesk uses OAuth with delegated permissions and minimizes data use wherever possible.
Disclaimer
This document was created to the best of our knowledge and has been reviewed internally several times. The status of the statements is August 2023.
Contact Us
For questions, please contact:
Jaqueline Ferdinand – Customer Success Manager: jaqueline.ferdinand@demodesk.com
Alex Popp – Software Engineer: alex@demodesk.com
Max Muth – Software Engineer: max@demodesk.com