Integrate Your Calendar

This guide will walk you through how to integrate your calendar with Cloverleaf to gain relevant insights on who you meet with.

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Written by Team
Updated over a week ago

Connect your calendar with Cloverleaf to gain a better understanding of your teammates and make the most out of your meetings. You will receive daily emails with tips for your upcoming meetings- giving you coaching tips on the right people at the right time, and can view meeting dashboards to learn about the people you are meeting with, helping you collaborate more effectively.

Overview

  • View Meeting Dashboards for any meetings with more than 2 teammates

  • Reflect, share, and save Coaching Tips on teammates you are meeting with

  • Access and manage your settings for Calendar Digest and Insights by clicking the settings icon or navigating to the Notifications tab in Account Settings.

  • Connect multiple calendars and manage via the Integrations tab in Account Settings.

  • Invite people to create a profile directly from the calendar box by clicking anyone shown in green.

  • Navigate to teammate's profiles (based on privacy settings).

  • Snooze people, events, and recurring meetings.


Connecting Your Calendar

1. Sign in to your profile and click on My Dashboard in the sidebar navigation.

2. Scroll down to the calendar module on My Dashboard right below Insight Search.


3. When you click on "Connect with Google" for example. this will then take you to a screen that asks you to allow Cloverleaf access to your Google account. Once allowed you will start to see your calendar events displayed on your dashboard. This is a similar experience for Microsoft Outlook.

You're all set to start receiving insights for your meetings and see your Calendar Insights on My Dashboard!


Note: You will receive tips on not only your teammates but people outside of your organization for Calendar Insights if you (and the people you meet with) have your privacy set to "Everyone".

For teams using Outlook, check out our Microsoft Admin Guide to learn more about our integration

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