Google Calendar

Sync meetings to the timeline and receive automatic AI briefings before every call.

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 — a daily process prepares, for each customer meeting, 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.
Schedule meetings from LealUp — you create a QBR, check-in or renewal call from the customer record and the event is created in your Google Calendar, with the contacts you pick invited.

What it does NOT do

Doesn't create meetings on its own — only the ones you explicitly schedule from LealUp.
Doesn't invite anyone without your confirmation.
Doesn't modify or cancel existing meetings.

How to connect

Per user:

Settings → Integrations → Google Calendar → Connect.
OAuth with scope https://www.googleapis.com/auth/calendar.events (read and create events).
Sync of the last 7 days of events and the next 30.

AI briefings

This is the killer feature.

How they fire

They are prepared by a daily process, not minutes before the meeting. There is no way to request one by hand today: if you schedule at short notice, that meeting may go without a briefing.
They arrive as a "Meeting Prep: <customer>" task in My Tasks, and the analysis lands on the customer's AI Insights tab.

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

What you cannot configure yet

How far ahead they are prepared. They all come out of the daily process.
Excluding one meeting. There is no title marker and no per-event option. An internal 1:1 gets no briefing because it has no customer participant; what can slip through is a meeting with someone whose domain matches a customer's.

Scopes

calendar.events — read events and create new ones.
Doesn't modify or delete existing events.

LealUp reads your calendar and creates the meetings you schedule from the app. To modify or cancel a meeting that already exists, do it in Calendar directly.

Outlook Calendar

The Microsoft 365 calendar is supported: it syncs meetings and lets you create events, exactly like Google Calendar, and feeds the same AI briefings.

The integration ships off by default and an admin enables it under Settings → Integrations → Email. Details in Outlook and Microsoft 365.

First, where to look: the briefing arrives as a task, titled "Meeting Prep: <customer>" and assigned to whoever has the meeting on their calendar. It sits in My Tasks, and the analysis also shows up as an insight on the customer record. If you were looking for a briefings screen, there isn't one.

If it doesn't show up:

Confirm some external participant is associated with a customer: the match is by email domain.
Generation is a daily process, not immediate. A meeting booked today for today may not get a briefing in time.
The task goes to whoever has the event on their calendar. If the meeting is on someone else's calendar, the briefing is theirs, even if you are the account's CSM.

"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.

"A meeting that isn't with a customer generated a briefing"

Some participant has an email whose domain matches a customer's. It happens with agencies that work with your customer and with you.
There is no excluded-domain list today. If it keeps getting in your way, write to [email protected].

"Who can see a briefing?"

It never reaches the meeting's external attendees. The task is assigned to a user in your workspace and the insight lives on the customer record.
That person does get a notification about the new task. If they have email notifications on, it can reach them by email too. See Notifications.
Who else sees it inside your workspace follows their role's data scope, same as the account. See Roles and permissions.

Disconnect

Settings → Integrations → Google Calendar → Disconnect

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