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Contributor ⭐️⭐️⭐️⭐️⭐️
Sep 28, 2022 4:56 PM UTC
Question

Outlook - Timeline Activities

Hi There!

We want our client meetings scheduled via Outlook to post to timeline as a client activity, including the subject line, attendees, and any attachments or agenda set in the body of the email would be preferred.

Is this possible?

Thanks!

 

1 reply

pope1chase
Helper ⭐️
Oct 31, 2022 9:17 PM UTC

@darkknight created a great post on how to do this for future meetings below. 

 

 

 

Managing this from Outlook scheduled meetings may be accomplished from creating a rule to handle today’s events on the calendar. I have not looked into setting this up though.

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