How to Connect Outlook Calendar with Sally AI

By connecting your Outlook Calendar, Sally can automatically access your meetings and join them without needing a separate invitation (see automated meeting attendance).

After a successful integration, you will see all your scheduled meetings directly in the Sally platform.

Sally supports both Exchange Online (Microsoft 365, cloud-based) and Exchange On-Premise (local server environments).

• Exchange Online: Sign in with your Microsoft account. Both personal Microsoft accounts (e.g. Outlook.com) and Microsoft 365 business accounts (Azure AD / Entra ID) are supported.
• Exchange On-Premise: Connect by entering your server information and login credentials – for organizations running their own Exchange server.

Quick Navigation

1. Connect Outlook Calendar (Exchange Online)
   • 1.1 Connect a work account
     • 1.1.1 Technical OAuth permissions for work accounts
   • 1.2 Connect a personal account
     • 1.2.1 Technical OAuth permissions for personal Microsoft accounts
2. Connect Outlook Calendar (Exchange On-Premise)

1. Connect Outlook Calendar (Exchange Online)

1.1 Connect a work account

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Here you sign in with a work, school, or university account (Microsoft 365 / Azure AD). This option is intended for organizational environments where Outlook is managed through Microsoft 365.

1. Open Settings in the left sidebar.

Go to Settings

2. Select “Integrations.”
3. Click “+ Add calendar.”

Open Integrations and click Add calendar

4. Select “Outlook Calendar (Microsoft 365 / Exchange Online)” and click “Connect.”

Select Outlook Calendar (Microsoft 365 / Exchange Online)

5. Sign in with your "Work, school, or university account" and grant the required permissions to complete the integration. After a successful sign-in, your calendar will be synced with Sally.

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When connecting an Outlook calendar for the first time, an admin login is required to approve the Sally app for the tenant.
After that, all users can connect their calendars normally.

Grant admin consent for the whole organization

If you are a Microsoft 365 administrator, you can approve the required OAuth permissions for your entire organization once. After that, individual users no longer have to confirm the consent screen when connecting this integration.

Grant admin consentYou need to be signed in as a Microsoft 365 Global Administrator. The consent is granted tenant-wide and can be revoked at any time via Entra ID (Azure AD). Admin consent does not give Sally any automatic access to user data - each user still has to connect the integration individually, and an access token is only issued after that user signs in.

6. (Optional) On the Integrations page you can configure two additional sync options for your calendar:
   • "Sync private appointments": Enable this toggle if you want Sally to also sync your private appointments.
   • "Sync only online meetings": Enable this toggle if you only want to sync appointments that contain an online meeting link (e.g. Microsoft Teams, Google Meet, Zoom).

Configure sync options: private appointments and online meetings only

7. After the connection is successful, your Outlook calendar meetings will appear in Sally.

tip

Synchronization may take a few minutes. Restart Sally if necessary.

Sign in with your Microsoft account

1.1.1 Technical OAuth permissions for work accounts (Microsoft 365 / Azure AD)

For the integration with Outlook Calendar (Microsoft 365 / Exchange Online), Sally uses OAuth 2.0 for authorization.
The following scopes define which areas Sally may access on behalf of the signed-in user.

Disclaimer

1. Sally only reads this information to technically establish and maintain the connection to the user account.

2. Sally does not perform any independent changes. Actions are only executed based on explicit user interaction.

3. API endpoints are only called within the context of an active action triggered by the user within the platform.

Grant admin consent for the whole organization

If you are a Microsoft 365 administrator, you can approve the required OAuth permissions for your entire organization once. After that, individual users no longer have to confirm the consent screen when connecting this integration.

Grant admin consentYou need to be signed in as a Microsoft 365 Global Administrator. The consent is granted tenant-wide and can be revoked at any time via Entra ID (Azure AD). Admin consent does not give Sally any automatic access to user data - each user still has to connect the integration individually, and an access token is only issued after that user signs in.

Technical overview of the required scopes

Scope	Type	What Microsoft technically allows	How Sally uses this scope
offline_access	Delegated	Issues a long-lived access token	Sally stores an access token to maintain the connection. No calendar data is modified.
openid	Delegated	OpenID Connect identity verification	Sally reads the unique user ID to correctly authenticate the account.
profile	Delegated	Access to basic profile data	Sally reads basic profile information (e.g. display name) to identify the signed-in account.
User.Read	Delegated	Read basic user information	Sally reads basic information of the signed-in user for authentication. No changes are made to the account.
Calendars.ReadWrite.Shared	Delegated	API permission for calendar access	This scope is technically required for Microsoft to allow the calendar integration. Sally does not create, modify, or delete calendar events.
Contacts.ReadWrite.Shared	Delegated	API permission for contact access	Part of Microsoft's permission model. Sally does not read contact lists or modify contact data.
OnlineMeetings.ReadWrite	Delegated	API permission for online meeting resources	Technically required by Microsoft for calendar integration. Sally does not create or modify online meetings.

1.2 Connect a personal account

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Here you sign in with a personal Microsoft account (e.g. Outlook.com, Hotmail, Live). This option is intended for private Outlook accounts.

1. Open Settings in the left sidebar.

Go to Settings

2. Select “Integrations.”
3. Click “+ Add calendar.”

Open Integrations and click Add calendar

4. Select “Outlook Calendar (Personal Microsoft Account / Exchange Online)” and click “Connect.”

Select Outlook Calendar (Personal Microsoft Account)

5. Sign in with your Microsoft account and grant the required permissions to complete the integration. After a successful sign-in, your calendar will be synced with Sally.

6. (Optional) On the Integrations page you can configure two additional sync options for your calendar:

   • "Sync private appointments": Enable this toggle if you want Sally to also sync your private appointments.
   • "Sync only online meetings": Enable this toggle if you only want to sync appointments that contain an online meeting link (e.g. Microsoft Teams, Google Meet, Zoom).

Configure sync options: private appointments and online meetings only

7. After the connection is successful, your Outlook calendar meetings will appear in Sally.

info

Synchronization may take a few minutes. Restart Sally if necessary.

Sign in with your Microsoft account

1.1.2 Technical OAuth permissions for personal Microsoft accounts

For the integration with Outlook Calendar (personal Microsoft account), Sally also uses OAuth 2.0.
The following scopes define which areas Sally may access on behalf of the signed-in user.

Disclaimer

1. Sally only reads this information to technically establish and maintain the connection to the user account.

2. Sally does not perform any independent changes. Actions are only executed based on explicit user interaction.

3. API endpoints are only called within the context of an active action triggered by the user within the platform.

Technical overview of the required scopes

Scope	Type	What Microsoft technically allows	How Sally uses this scope
email	Delegated	Access to the user's email address	Sally reads the email address to uniquely identify the account.
offline_access	Delegated	Issues a long-lived access token	Sally stores an access token to maintain the connection.
openid	Delegated	OpenID Connect identity verification	Sally uses this scope to securely authenticate the account.
User.Read	Delegated	Read basic user information	Sally reads basic information of the signed-in user for authentication.
Calendars.ReadWrite	Delegated	API access to calendar data	This scope is technically required for the calendar integration. Sally does not independently modify calendar events.
Contacts.ReadWrite	Delegated	API access to contact data	Part of Microsoft's permission model. Sally does not read contact lists or modify contact data.

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2. How to connect Outlook Calendar (Exchange On-Premise)

1. Open Settings in the left sidebar.

Go to Settings

2. Select Integrations.
3. Press + Add Calendar.

Go to Settings

4. Choose Outlook Calendar (Exchange On-Premise) and click Connect.

Open Integrations and click Add Calendar

5. Enter your login data and server information, then click "Connect" to complete the integration:
   • Username
   • Password
   • Exchange Server URL
   • Version

Example: Exchange Server URL

An Exchange Server URL often looks like this:
https://outlook.yourcompany.com/EWS/Exchange.asmx

You usually receive this information from your internal IT department.

Select Outlook Calendar (Exchange On-Premise)

6. (Optional) On the Integrations page you can configure two additional sync options for your calendar:
   • "Sync private appointments": Enable this toggle if you want Sally to also sync your private appointments.
   • "Sync only online meetings": Enable this toggle if you only want to sync appointments that contain an online meeting link (e.g. Microsoft Teams, Google Meet, Zoom).

Configure sync options: private appointments and online meetings only

7. Once connected, your Outlook On-Premise events will appear in Sally.

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Synchronization may take a few moments. Restart Sally if necessary.

See your Outlook meetings in Sally

Once successfully connected, you now can set whether and when Sally should automatically join your meetings.