Meetings & calls
Set up Calendly
Connect Calendly to make scheduling searchable — each event type (how people book you) and each booked meeting with its host, status, location and invitees becomes a document. Read-only.
- In Calendly open Integrations & apps → API & webhooks and generate a personal access token.
- Documents → Calendly, paste the token; set how far back to read under Advanced (90 days by default).
- Choose access groups, Test, then Sync.
An organization owner or admin's token sees the whole organization's events; a member's token may be refused for org-wide reading — Calendly's rule, and the Test says so plainly. Meetings already synced stay searchable when they age out of the window.
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Last updated 29 Aug 2026