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Outlook Actions (Outlook Calendar) - Private Integration Guide

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Written by Maureen Changawa
Updated today

Introduction

The integration enables Sana Agents to search, summarize, and answer queries about events in your personal Outlook Calendar. This is an API based integration which means that it makes API calls to fetch data in real-time instead of syncing it at all.

Integration capabilities

The integration allows read operations to your Outlook calendar inside of Sana Agents.

Operation type

Supported

Read

Write

Common use-cases:

  • Which meetings do I have today?

  • When am I free for 30 minutes today?

  • What is on my calendar this week?

Type of integration

Private: Set up per user and mirroring the underlying individual access rights

Availability

Integration type

Free tier

Team tier

Enterprise tier

Private

Shared

Centralized

Scope and permissions

Scope

Purpose

Authentication (openid, email)

Verify who the user is and allow access via API rest

User Context (User.Read)

Get user details of the user for additional information in calendar events

Core Functionality (Calendars.Read)

Allow access to read calendar events

Persistent Access (offline_access)

Allow to keep the user's session over time.

Integration set-up

Overview of steps

  1. You request admin approval when first trying to connect.

  2. Your Microsoft admin approves the request in Microsoft Entra (only required the first time the first user in an organization tries to set up the integration)

  3. You complete the connection process.

Detailed steps

1. Find and click on Outlook Actions inside of the list of available integrations.

2. Click Connect just for me

3. If the integration has already been approved by your admin, you can skip to step 5, otherwise you have to sign in to your Microsoft account and you will be prompted to request your admin’s approval. Click Request approval.

4. Your Microsoft Administrator needs to:

  • Navigate to: Enterprise applications > Admin consent requests.

  • Locate the consent request for “Sana Agents”.

  • Review the requested permissions and click Approve.

Note: This is a one-time setup. Once approved, all users in your organization can connect to Outlook Calendar. For more details about approving consent. See Microsoft’s Admin consent workflow documentation.

5. Once admin consent is granted.

  • Return to Sana and repeat the connection process: Integrations > Outlook Actions > Connect just for me

  • This time, the connection will complete successfully.

6. Double check that Outlook Actions is now listed as a connected integration on the integrations page.

7. Click “Sources” and select Outlook Calendar.

Known limitations

  • An admin has to approve the application the first time it is set up, see pre-requisite in integration set-up chapter.

  • To interact with Outlook Calendar inside of Sana Agents it is required to select it as a source in the chat. Otherwise, it won’t work.

  • Sana Agents does not support write operations to Outlook Calendar, e.g. create or update a meeting invitation.

  • Sana Agents does not support reading other people’s calendars.

FAQ

Q: How often is the calendar synced?

A: This integration is an API based integration which means that it makes API calls to fetch your data in real-time as you make a request. This means that your data does not need to be synced regularly and it will always be up-to-date.

Q: Can I view events of other people?

A: Not completely, you can not view others’ full calendars due to privacy restrictions, e.g queries like “what does Erik’s schedule look like tomorrow?”. However, you can still access events you share with them - for example, if you and Erik are both attendees to a meeting.

Q: Can I create, update or delete events in my calendar through Sana?

A: No, this integration currently only supports read operations.

Data handling & privacy

Sana AI is fully committed to data security and privacy. All data accessed by Sana AI is encrypted both in transit and at rest. Sana does not train any underlying language models on your data, ensuring the privacy of your information. Sana AI is ISO 27001 certified; and SOC 2 and GDPR compliant, and adheres to the highest standards of data security.

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