Outlook Integration

Connect BlaBlaNote with Microsoft Outlook to sync your calendar, import contacts, and streamline your workflow. The Outlook integration brings your meetings and network into one place.

Overview

Outlook integration provides:

• Outlook Calendar - Sync events and get pre-meeting insights
• Outlook Contacts - Import your contact list
• Microsoft Sign-In - Quick authentication option

Connecting Outlook

Initial Setup

1. Go to Settings > Integrations
2. Find Outlook in the list
3. Click Connect
4. Sign in with your Microsoft account
5. Review and grant permissions
6. Click Accept

Required Permissions

BlaBlaNote requests these permissions:

Permission	Purpose
View calendar events	Display events in BlaBlaNote
View calendar list	Let you choose which calendars to sync
View contacts	Import contact information
Basic profile info	Display your name and photo

Granting Permissions

When connecting:

1. Microsoft shows requested permissions
2. Review each permission
3. Click Accept to grant all
4. You'll be redirected back to BlaBlaNote

Outlook Calendar

Setting Up Calendar Sync

After connecting Outlook:

1. Go to Settings > Integrations > Outlook
2. Click Manage Calendars
3. Select which calendars to sync
4. Click Save

Selecting Calendars

You can sync multiple calendars:

• Primary calendar
• Work calendars
• Shared team calendars
• Holiday calendars

Choose the calendars most relevant to your work.

What Syncs

For each selected calendar:

• Event title - Name of the meeting
• Date and time - When it occurs
• Location - Physical or video meeting link
• Description - Event details
• Attendees - Who's invited
• Your response - Accepted, declined, tentative
• Online meeting link - Teams or other meeting links

Sync Frequency

Calendar events sync:

• Automatically every 15 minutes
• When you open the Calendar view
• Manually via the Refresh button

Using Calendar Features

Once synced, you can:

View Events

• See all events in BlaBlaNote's Calendar view
• Navigate by day, week, or month
• Click events for details

Pre-Event Insights

• AI generates meeting briefs automatically
• Includes context from your contacts
• Reviews recent interactions with attendees

Link Interactions

• Connect recordings to calendar events
• Build context for each meeting
• Track conversation history

Learn more about Calendar features →

Importing Contacts

Starting the Import

1. Go to Contacts
2. Click Import
3. Select Outlook Contacts
4. Choose contacts to import
5. Click Import Selected

Import Options

All Contacts

• Import your entire Outlook Contacts list
• May include many contacts

Selected Contacts

• Browse and select specific contacts
• Recommended for targeted import

What's Imported

From each Outlook contact:

• Name (first and last)
• Email addresses
• Phone numbers
• Company name
• Job title
• Profile photo (if available)

Handling Duplicates

When importing:

• BlaBlaNote checks for existing contacts
• Matches by email address
• Prompts to merge or skip duplicates
• Updates existing contacts optionally

Syncing Updates

Currently, contact import is one-time:

• Changes in Outlook don't auto-sync
• Re-import to get updates
• BlaBlaNote changes don't sync back

Microsoft Sign-In

Using Microsoft to Sign In

Instead of email/password:

1. Go to the login page
2. Click Sign in with Microsoft
3. Select your Microsoft account
4. Grant basic permissions
5. You're logged in

Benefits

• No separate password to remember
• Quick one-click login
• Secure OAuth authentication
• Automatic account creation on first use

Linking to Existing Account

If you already have a BlaBlaNote account:

1. Log in with your email/password
2. Go to Settings > Security
3. Click Connect Microsoft
4. Select your Microsoft account
5. Accounts are now linked

Managing the Connection

Viewing Connection Status

1. Go to Settings > Integrations
2. Find Outlook in the list
3. See connection status and details
4. View connected Microsoft account email

Updating Permissions

To grant additional permissions:

1. Disconnect Outlook
2. Reconnect Outlook
3. Review and accept new permissions

Disconnecting Outlook

1. Go to Settings > Integrations
2. Find Outlook
3. Click Disconnect
4. Confirm disconnection

WARNING

Disconnecting will:

• Stop calendar sync immediately
• Remove access to Outlook data
• Not delete imported contacts
• Not affect existing interactions

Reconnecting

If you need to reconnect:

1. Click Connect on Outlook integration
2. Sign in again
3. Grant permissions
4. Reconfigure calendar selection

Troubleshooting

Connection Failed

Issue: Can't connect to Outlook

Solutions:

• Disable browser popup blocker
• Clear browser cache and cookies
• Try a different browser
• Check if Microsoft account is accessible

Calendar Not Syncing

Issue: Events not appearing in BlaBlaNote

Solutions:

• Verify correct calendars are selected
• Click Refresh to force sync
• Check if events are in the selected date range
• Reconnect Outlook integration

Missing Attendees

Issue: Calendar events don't show attendees

Solutions:

• Event may be private
• Check event settings in Outlook
• Organizer may have hidden attendee list
• Some event types don't include attendees

Contact Import Failing

Issue: Can't import Outlook Contacts

Solutions:

• Ensure contacts permission was granted
• Check if contacts exist in Outlook
• Try importing smaller batches
• Verify Microsoft account is correct

Wrong Microsoft Account

Issue: Connected wrong Microsoft account

Solutions:

1. Disconnect current connection
2. Sign out of wrong Microsoft account in browser
3. Reconnect with correct account

Privacy & Security

Data Access

BlaBlaNote only accesses:

• Calendar events (read-only)
• Contact information (read-only)
• Basic profile information

We do not:

• Modify your Outlook Calendar
• Edit your Outlook Contacts
• Access your Outlook email or OneDrive
• Store your Microsoft password

Data Storage

Imported data is:

• Stored securely in BlaBlaNote
• Encrypted at rest
• Subject to our privacy policy
• Deletable upon request

Revoking Access

You can revoke access anytime:

From BlaBlaNote:

1. Disconnect in Settings > Integrations

From Microsoft:

1. Go to your Microsoft account settings
2. Navigate to Privacy > Apps and services
3. Find BlaBlaNote
4. Click Remove Access

Best Practices

Calendar Setup

• Sync only relevant calendars
• Include team calendars for meeting context
• Check sync status periodically

Contact Management

• Import contacts selectively
• Review for duplicates after import
• Keep contacts updated manually

Security

• Use a trusted Microsoft account
• Review permissions periodically
• Disconnect if no longer needed
• Monitor Microsoft security alerts