Calendar (Google Calendar, Outlook)
Overview
Sync Copianto with users’ calendars to automate meeting scheduling, produce pre- and post-meeting summaries, and auto-generate follow-ups and tasks so meetings actually lead to outcomes.
Why integrate
Remove scheduling friction with automated availability checks and smart scheduling suggestions.
Produce concise meeting briefs and action items before/after events.
Automatically create tasks or ticket items from meeting outcomes.
Features
One-click scheduling from chat or email.
Auto-creation of meeting notes, highlights, and action items.
Calendar-aware reminders and follow-up suggestions.
Aggregated daily meeting digest for teams.
How it works
User grants Copianto read/write access to their calendar (OAuth).
Copianto reads availability and suggests meeting times or inserts events.
During or after the meeting, Copianto creates summary notes and action items linked to the calendar event.
Follow-ups can be posted back to chat, tickets, or email automatically.
Quick setup checklist
Authorize Copianto via OAuth for Google Calendar or Microsoft 365.
Set default scheduling rules (buffers, working hours, meeting lengths).
Configure templates for pre-meeting briefs and post-meeting summaries.
Optionally connect Copianto to your CRM or task manager to auto-create records.
Common use cases
Scheduling demos or interviews without back-and-forth emails.
Generating meeting minutes and assigning tasks instantly.
Sending automated follow-ups and feedback requests after meetings.
