MakeAutomation
Integrations

Connect Outlook Calendar

Connect your Microsoft account from the tenant portal so voice agents can check availability and book appointments on Outlook.

Connect Outlook Calendar

Voice agents can check availability and book appointments when Outlook Calendar is connected per tenant. Clients connect their own Microsoft account from the tenant portal — operators do not need Microsoft API keys or a separate automation.

Time: ~2 minutes

Prerequisites

  • Tenant portal access (API key from your agency, or staff login at /login)
  • A Microsoft 365 / Outlook account with the calendar you want the agent to use
  • An active agent with calendar tools enabled (your operator configures this)

Steps (client self-serve)

  1. Open the tenant portal: https://voice.makeautomation.ai/login
  2. Sign in with your tenant API key (provided by your agency).
  3. Go to Integrations (/portal/integrations).
  4. Under Outlook Calendar, click Connect.
  5. Sign in with Microsoft and approve access when Microsoft prompts you.
  6. Return to the portal — status should show Connected.

If you have multiple Microsoft accounts, pick the one that owns the calendar the agent should book into.

After connecting (operator)

  1. Open the agent in the admin dashboard.
  2. In Integrations, add Outlook Calendar tools (check availability, list events, create event).
  3. Ensure the agent system prompt includes the tenant timezone variable (e.g. {{timezone}} or your configured variable) so bookings use the correct local time.

Without the correct timezone in the prompt, the agent may book slots in the wrong timezone.

Troubleshooting

IssueWhat to check
Connect button does nothingPop-up blocker; allow OAuth window
Status stays PendingComplete the Microsoft consent screen; retry Connect
Agent books wrong timesTimezone variable missing or wrong in system prompt
Wrong calendar usedDisconnect and reconnect with the intended Microsoft account
Consent blocked by adminYour Microsoft 365 org may require admin approval for calendar access — ask your IT admin
  • Client help: connect Google Calendar for Google Workspace tenants
  • Operators: full GHL + CRM setup → Admin → Runbooks → SOP 05 — GHL client onboarding
  • Technical reference: Composio connected apps (internal)

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