Outlook Calendar
OfficialSync your Outlook Calendar meetings with Templi to automatically track upcoming client meetings, generate meeting notes, and keep your adviser workflow in one place.
What it does
Meetings sync themselves
Upcoming meetings from Outlook Calendar appear in Templi with titles, times, attendees and joining links, and changes sync within minutes.
Notes on the right record
Attendees are matched to your Templi clients, so recordings, transcripts and meeting notes land on the client they belong to.
Read only, always
Templi never creates, edits or cancels events in Outlook Calendar.
Outlook Calendar Integration
Connect your Microsoft Outlook Calendar to Templi and automatically sync your upcoming meetings into the Templi meeting notes workflow.
Features
- Automatic meeting sync — Future meetings from your Outlook Calendar are synced into Templi, including titles, times, attendees, and meeting links.
- Real-time updates — When meetings are created, updated, or cancelled in Outlook, changes are reflected in Templi within minutes via push notifications.
- Teams meeting detection — Microsoft Teams, Zoom, and Google Meet links are automatically detected from your calendar events.
- Participant matching — Meeting attendees are automatically matched to your existing Templi clients.
How it works
- Install the Outlook Calendar integration from the Templi app store.
- Sign in with your Microsoft account and grant calendar read access.
- Your upcoming meetings are synced automatically — no manual entry needed.
- Use Templi's meeting notes and AI-powered tools to prepare for and follow up on meetings.
Permissions required
- Calendars.Read — Read-only access to your calendar events.
- User.Read — Access to your basic profile information.
- offline_access — Allows Templi to sync your calendar in the background.
Templi never modifies your Outlook Calendar. All access is read-only.
Permissions
1 of 2 scopes can write back- MeetingsRead and write
Read meeting recordings and transcripts you capture, and write the resulting notes back to the client.
- App credentialsManaged by Templi
OAuth tokens are stored encrypted and scoped to this connection. They are never exposed to other apps or firm members.
Requirements
- A Microsoft 365 account with Outlook Calendar
