Connect your calendar once, and uman picks up your sales meetings by itself. It prepares each one before it starts, and the meeting assistant can join your online meetings to take notes. Connecting takes one click and a sign-in.
đ Which calendar you can connect
uman works with Google Calendar and Outlook Calendar. Which one you can connect depends on the file storage your workspace uses:
Google Drive: you connect Google Calendar.
SharePoint: you connect Outlook Calendar.
You only see the calendar that fits your workspace. If Apps says No apps available, your workspace isn't fully set up yet: ask your workspace admin.
đ Connect your calendar
Start from either of these places:
Settings (at the bottom of the sidebar) > Personal > Apps: under Connect calendar, click Connect.
The Capture every sales call banner on your homepage or on Sales meetings: click Connect Google Calendar or Connect Outlook Calendar.
In the window that opens, click Connect Google Calendar (or Connect Outlook Calendar), sign in with your work account and allow access. That's all: syncing turns on by itself for your main calendar, and your calendar shows 1 synced calendar.
uman only reads your calendar. It never adds, changes or deletes events in it.
New to uman? You can also connect your calendar during setup, see Setting up your account. Rather not connect one? You can still prepare sales meetings by hand, see Prepare a new sales meeting without a calendar connection.
đ What uman picks up
Sales meetings only. uman imports the events that have at least one guest from outside your company. Meetings with only colleagues stay out, and so do events whose only outside guests use a personal email address, such as Gmail.
Prepared for you. Each imported meeting shows up under Sales meetings and gets its preparation before it starts. See How uman can help you with your sales meeting preparation.
Kept up to date. When an event's time, title or meeting link changes in your calendar, uman follows.
Accounts and people to ignore. Add them on your Meeting assistant settings page (with HubSpot: Companies and people to ignore). uman then skips a meeting when nobody else from outside your company attends. See Meeting assistant settings.
Your colleagues. A colleague invited to the same meeting is only linked to it in uman once they sync their own calendar too.
Emails. Meeting preparation and follow-up emails only come while your calendar is connected and syncing.
âď¸ Choose which calendars to sync
Go to Settings > Personal > Apps and click Calendar settings next to your calendar. Under Select calendars to sync, switch each calendar on or off:
On (Synced): uman automatically prepares all new sales meetings from this calendar.
Off (Manual): uman doesn't import meetings from it by itself. You can still add one by hand with Prepare sales meeting > Import from calendar.
Your main calendar is on from the start. Switch on others, such as a shared calendar, if you want their sales meetings in uman too.
If none of your calendars syncs, the banner on your homepage says Sync your calendar. Click Select calendars to sync to switch one back on.
đ Disconnect your calendar
In Calendar settings, click Disconnect and confirm.
â ď¸ Upcoming meetings can disappear. Disconnecting removes the upcoming meetings that only came from this calendar, with their preparation. Meetings that a colleague's calendar also brings in stay, and past meetings are kept.