Connect Outlook and Microsoft 365

Your CRM is connected once for the whole workspace. Your mailbox and calendar are yours alone: you connect your own Microsoft account, and only you see what it brings in. It powers My Day, meeting briefings, mail search in Chat and follow-up drafts written in your voice.

Connect Microsoft 365

1. 1

   Open Integrations

   Click Settings in the left sidebar, choose Integrations, and scroll to the Email and calendar section.

2. 2

   Click Connect Microsoft

   On the Microsoft 365 card, click Connect Microsoft. A button reading Unavailable means Google Workspace is connected on your user; disconnect it first.

3. 3

   Approve every permission

   Sign in to Microsoft and approve the permissions. Declining one leaves you partly connected rather than failing outright.

4. 4

   Check the dots

   You land back on Settings > Integrations with Successfully connected to Microsoft. The card should show a green dot next to Outlook Mail and Calendar. An amber Not granted means a permission was declined; click Reconnect and approve it.

There is no Sign in with Microsoft button on the login page. Microsoft is connected from Settings, from the onboarding Connect your email & calendar step, or from My Day when nothing is connected yet.

What Microsoft is asked for

Every one of those is a read permission. There is no send scope and no calendar write scope in the list, which is what makes the next section true.

What Spiich does with your mail and calendar

• My Day. Your calendar becomes a day-by-day list of the meetings you attend, each with its briefing, attendees and RSVP status, notes and follow-up draft. See My Day.
• Meeting briefings. Spiich prepares a briefing for qualifying external meetings starting within 24 hours: who is coming, the linked CRM records and researched context.
• Mail and calendar search in Chat. Switch on Outlook search and Outlook Calendar in the Chat Tools menu, then ask about correspondence or upcoming meetings in plain language.
• Follow-up drafts. Write your meeting notes, press Process meeting, and Spiich reads earlier correspondence with the attendees and drafts a follow-up in your voice.

What Spiich never does

Press the send button on a draft card and Spiich opens Outlook web or your desktop mail app with the message pre-filled. You review it and press Send there. If the draft is too long to hand over in a link, Spiich copies the whole message to your clipboard and tells you to paste it into a new mail.

The same rule is why asking the assistant to move a meeting changes nothing on your calendar. Make the change in Outlook and Spiich picks it up on the next sync.

One mailbox at a time, and how to switch

Spiich supports exactly one mail and calendar provider per person. While Microsoft is connected, the Google Workspace card reads Unavailable, and clicking it shows You can only connect to one email provider at a time. Please disconnect Microsoft first.

1. 1

   Disconnect the current provider

   In Settings > Integrations, open the three-dot menu at the top right of the connected provider's card and choose Disconnect.

2. 2

   Confirm

   The dialog explains you will lose access to that provider's mail and calendar through Spiich until you reconnect. Click Disconnect.

3. 3

   Connect the other one

   The other card's button changes from Unavailable to Connect Google or Connect Microsoft. Click it and complete the consent screen.

Disconnecting revokes Spiich's token with the provider and stops the calendar subscription. Your meetings, notes and follow-ups already in Spiich stay where they are.

Limits

• Microsoft calendars refresh on a schedule, not in real time. An hourly pass covers the next 24 hours and a nightly pass covers three days back and 30 days forward. A meeting added to your Outlook calendar minutes ago may take up to an hour to appear. Near real-time change notifications are a Google-only capability.
• Only your primary calendar is read. Secondary, shared and subscribed calendars are not synced.
• All-day events and events with one attendee or fewer are never imported as meetings.
• Briefings only run for external meetings with between 2 and 50 attendees, starting within 24 hours, and are skipped when the only external attendees use free personal mail domains.
• Mail search returns at most 50 messages per request, and calendar invitation attachments are excluded from results.

If something goes wrong

The Microsoft card reads `Unavailable`. Google Workspace is connected on your user. Disconnect it first.

`Not granted` sits next to Outlook Mail or Calendar. That permission was declined at Microsoft. Click Reconnect and approve everything.

Chat says your Microsoft connection expired. The token was revoked or expired, often after a password change or an admin revoking app access. Click Reconnect in the alert.

A new Outlook meeting is missing from My Day. Microsoft refreshes on the hourly sync rather than instantly. Wait for the next pass, then check the event has at least one other attendee and a real start and end time. More in Email and calendar problems.