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Book meetings: connect a calendar to a campaign

Set a campaign goal to Meeting and attach a Google or Outlook calendar so the AI can offer real booking slots.

6 min read·Intermediate·7 steps
  1. 1

    Why Meeting and a calendar go together

    The Meeting goal makes the AI offer to book time with prospects, and that only works if it can pull real availability from a connected calendar.

  2. 2

    Set the campaign goal to Meeting

    In campaign settings, set the campaign Goal to Meeting ("Book meetings with prospects").

  3. 3

    Understand what the goal does

    The campaign goal determines which call-to-action is included in drafted emails. Change it any time in campaign settings.

  4. 4

    Find the required calendar picker

    In the drafter's Goal tab (or the settings Calendar section), find the picker labeled "Available calendars for booking" / "Calendars for meeting booking" — it only appears for the Meeting goal, and it's required.

    Find the required calendar picker
  5. 5

    Connect a calendar if you don't have one

    If no calendar is connected yet, click Add calendar / Connect a calendar and authenticate via Google or Outlook OAuth.

  6. 6

    Tick the calendars the AI may offer

    Select at least one calendar in the picker — it's required for a Meeting campaign. You can tick more than one if bookings might land on different people's schedules.

  7. 7

    Save, test, and launch

    Save your changes, send a test email, and launch. Booking offers in your drafted emails now reference the calendar(s) you attached.

Pro tips

Hard-won shortcuts that keep warm-up on track.

1

Connect the calendar before setting the goal

That way the required picker already has something to select the moment you switch the goal to Meeting.

2

Only attach calendars you're comfortable exposing

The AI can offer slots from every calendar you tick, so attach only the availability you're happy to share.

3

Switching goals hides the picker, not the connection

The calendar requirement only applies while the goal is Meeting — switching away hides the picker but doesn't disconnect anything.

4

Multiple calendars are supported

Useful when a meeting could land on more than one teammate's schedule — tick all that apply.

Frequently asked questions

What does the Meeting goal do?

It sets the call-to-action in drafted emails toward booking a meeting with the prospect.

Do I have to connect a calendar?

Yes — a calendar is required for any campaign using the Meeting goal.

Which calendars are supported?

Google and Outlook, connected via OAuth.

Where do I set the goal?

In campaign settings.

Where do I attach the calendar?

Either the drafter's Goal tab or the settings Calendar section — both show the same required picker when the goal is Meeting.

Can I attach more than one calendar?

Yes — tick as many as apply.

How do I actually connect a new calendar?

Click Add calendar / Connect a calendar and complete the Google or Outlook OAuth flow. See the calendar-connect tutorial for the full walkthrough.

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