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Admin Guide: Microsoft Calendar Integration
Admin Guide: Microsoft Calendar Integration

A guide for Microsoft Admins to use for setting up the Calendar Integration

Jason Miller avatar
Written by Jason Miller
Updated over 8 months ago

Why Integrate Your Calendar?

Cloverleaf aims to deliver the most relevant coaching at the time when you need it. Integrating your calendar enables us to understand who you meets with, when, and how often. This support enables:

  • A daily email with a summary of your upcoming meetings and relevant tips for each person in those meetings.

  • Personalizing your proactive coaching suggestions based on the people you meet with the most or the people you’re meeting with that day.

  • The ability to generate meeting dashboards to understand group dynamics that might arise based on the attendees and their assessment results.

☘️ More information: Insights for Every Meeting

Permissions Requested

  • Read your calendars. This allows Cloverleaf to access events in a calendar.

  • Sign in and read your profile. This allows Cloverleaf to authenticate the user and read basic profile and company information.

  • Maintain access to data you have given it access to. This allows Cloverleaf to continue to read calendar events in order to send daily insight digests.

Example permission dialog

Administration

Permissions are requested through OAuth. Who can perform this action depends on the organization’s security policies configured through Azure Active Directory. An administrator can consent on behalf of the organization (each user will still need to connect their own account through OAuth, they just will not be prompted to grant specific permissions), or each user can consent on their own.

Example Azure AD screenshot

How Is This Data Used?

Calendar data is used to provide insights on meeting attendees. Event names, date/time, and attendee information (name/email) are used, and emails are matched to Cloverleaf user accounts. Additional information that might be available from granted permissions (such as event descriptions) is currently ignored.


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