Feature UpdatesCalendar Integration Guide for Teams

We’re excited to announce that calendar integration for MS Teams is now available in LEAD.bot! 

Enabling calendar integration not only allows LEAD.bot to suggest meeting times based on the mutual availability and schedule them directly on participants’ calendars, but also enhances the effectiveness of employee matching programs.

With this feature, employees can easily select from times of mutual availability and directly book meetings through an additional card that accompanies meeting invites. This streamlines the scheduling process and encourages greater participation in matching programs, while providing valuable data insights that help companies tailor their programs to better meet employee needs. 

Don’t miss out on the convenience and productivity of this feature – set it up today and start collaborating more efficiently!

As the admin for LEAD, what should I do to enable calendar integration?


Enable calendar integration in seconds, steps below: 

Step 1. Sign into the Dashboard by typing “Dashboard” in a direct message with LEAD.bot.


Sign into the LEAD.bot Dashboard


 Step 2. Visit the “Org Settings” tab in the sidebar.

LEAD.bot Org Settings


Step 3. Under the “Organization Matching Settings” section you will find a title named “Enable Calendar Integration”.


Enable LEAD.bot Calendar Integration


Step 4. Click the “Enable Calendar Integration” button in order to grant LEAD.bot permissions to create calendar meetings.


Step 5. Step 4 will open a new tab which will take you to the Microsoft website, where this process will be completed. Click “Accept” in order to grant the appropriate permissions.


Accept Microsoft Permission Request for LEAD.bot


Step 6. Within one minute the “Enable Calendar Integration” card should change to display “Your organization has Calendar integration enabled”.


LEAD.bot Calendar integration enabled


Step 7. Calendar integration has now been successfully set up! As a result, when users receive meeting invites, they will now have the option to select from times of mutual availability and directly book meetings through an additional card, making scheduling more efficient than ever.  


LEAD.bot successfully calendar integration set up


Once your admin enables calendar integration, all employees who participate in LEAD matching will be automatically enrolled for the integration. This means they won’t need to enable it themselves, avoiding confusion and inconvenience. Enjoy the added convenience of this new feature!