Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.
Introduction
Connect Outlook Calendar to Sana to quickly find events, check availability, and create or update meetings with a simple prompt. Prepare for upcoming calls, clean up conflicts, and revisit past events when you need a quick recap.
In summary, the connector has the following key characteristics:
Category: Productivity
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Find events |
Check availability |
Find meeting times |
Create events |
Update events |
Respond to events |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Outlook Calendar. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Accept event |
Create calendar event |
Decline event |
Delete calendar event |
Delete recurring event instance |
Find meeting times |
Get current user |
Get event |
Get schedule |
List events |
List time zone options |
Search contacts |
Search people |
Tentatively accept event |
Update calendar event |
Update recurring event instance |
Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.
Triggers
While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Outlook Calendar.
Trigger |
Calendar Event Deleted (Instant) |
New Calendar Event (Instant) |
New Calendar Event Update (Instant) |
New Upcoming Calendar Event |
New Upcoming Calendar Event (Polling) |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
user.read | See your basic account details |
Identify your Microsoft email address | |
offline_access | Keep Sana connected between logins |
openid | Secure sign-in and identity tokens |
profile | Show your name and profile picture |
calendars.readwrite | Read and update your calendars |
people.read | See people you work and meet with |
Set up instructions
Prerequisites:
You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.
Step 1: Go to the connectors page in Sana
In Sana, click on your profile icon and name in the bottom left corner and select Connectors.
Step 2: Find Outlook Calendar in the list of available connectors
Scroll to the Available connectors section and locate Outlook Calendar.
Note: If you can't find a connector in this list, it means one of the following:
You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.
Step 3: Hover the connector card and click the connect button
Hover the Outlook Calendar card and click the Connect button.
Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.
Step 4: Initialize the Pipedream connection
When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.
Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.
Step 5: Sign in to Outlook Calendar and approve the requested scopes
You'll be redirected to Outlook Calendar to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 6: Complete the set up
You've successfully connected your Outlook Calendar account. Click Continue to complete the setup and start using the connector.
Known limitations
Contacts: The connector does not have access to your contacts, so other participants must be specified by their email address rather than by name.