Google Calendar

Google Calendar is the second most important integration. It feeds meeting frequency in the Engagement dimension and enables AI briefings.

What it does

• Meetings in the timeline — every event with participants from a customer lands on their record.
• Automatic AI briefings — 15 min before each meeting, you get a summary with context: current health, pending tasks, recent emails, open tickets, recent sentiment.
• Engagement signals — meeting frequency, duration, no-shows feed the Engagement dimension.
• Detection of QBR meetings — if the title contains QBR, Quarterly, Review, Roadmap, it's flagged as a strategic meeting.

What it does NOT do

• Doesn't create meetings automatically.
• Doesn't invite anyone without your confirmation.
• Doesn't cancel meetings.

How to connect

Per user:

1. Settings → Integrations → Google Calendar → Connect.
2. OAuth with scope https://www.googleapis.com/auth/calendar.readonly.
3. Backfill of the last 90 days of events.

AI briefings

This is the killer feature.

How they fire

• 15 min before each meeting with external participants associated with a customer.
• Channel: in-app notification + email + Slack DM (optional).
• Format: card with 6 blocks.

What a briefing includes

🟡 Acme Inc — Meeting: Quarterly Business Review
📅 Today 3:00 PM (45 min)
👥 Maria Perez (VP Ops, champion), Diego Castro (CEO)

📊 Health: 68/100 (Neutral) — dropped 8 pts in 30 days
💰 ARR: $145,000 USD · Renewal in 62 days (at-risk)
🎫 Open tickets: 3 (1 critical, 2 high)

Last 30 days:
- 4 emails with Maria (neutral tone)
- 1 ticket escalated to engineering
- Usage dropped 18% week-over-week

Topics suggested by the AI:
1. Align on ticket #4421 (critical, 12 days open)
2. Explore the cause of the usage drop
3. Propose expansion to the Forecasting module

Turn off briefings

If a meeting shouldn't be analyzed (e.g., an internal 1:1 that Calendar interpreted incorrectly):

• In the Calendar invite, add [no-lealup] to the title, or
• Settings → Briefings → Exclude this event.

Configure timing

Default: 15 min before. Change in Settings → Briefings → Lead time: 5 / 15 / 30 / 60 min before.

Detection of strategic meetings

Title keywords that trigger categorization:

• QBR, Quarterly → QBR meeting.
• Kickoff, Onboarding → onboarding meeting (triggers "Onboarding check" playbook if applicable).
• Review, Roadmap → strategic meeting.
• Renewal, Renovación → renewal meeting (triggers renewal playbook).

You can configure custom keywords in Settings → Integrations → Google Calendar → Keywords.

Scopes

• calendar.readonly — read events.
• No modify, no create, no delete.

LealUp only reads; to modify a meeting, do it in Calendar directly.

Outlook Calendar

Planned for Q2 2026. In the meantime, if your company uses Outlook:

• The Microsoft Graph integration is in development.
• Temporary workaround: sync Outlook → Google via tools like Calendly or manually.
• Briefings by email work the same if your Outlook sends invitations to a mirror Google Calendar.

Report interest: [email protected].

Common issues

"I don't receive briefings"

• Verify the event time — if it's in a different timezone and LealUp read it as "tomorrow", it won't fire today.
• Confirm the external participant is associated with a customer (email domain match).
• Settings → Notifications → Briefings — channel enabled.

"The briefing is incomplete"

• If the customer has little data (few emails, no tickets), the briefing is shorter.
• The AI only reports what it has; it doesn't make things up.

"Meeting that isn't with a customer triggered a briefing"

• A participant has an email with a customer domain (e.g., an agency working with Acme and with you).
• Fix: configure Settings → Customers → Excluded domains to ignore generic or agency domains.

"The AI revealed sensitive info in a group briefing"

• Briefings are sent only to the customer's owner (and co-owners). Not to external meeting attendees.
• If you want to share context with the team before the meeting, Customer 360 → Share summary (explicit).

Disconnect

Settings → Integrations → Google Calendar → Disconnect

• Revokes OAuth.
• Indexed meetings stay in the timelines (history).
• Briefings stop arriving.