CALENDAR
Your calendar comes in, it does not go back out.
Google Calendar and Outlook sync into your workspace, each event finds the records it concerns, and nothing is ever written back to your calendar.
Two calendars, read permissions
Google Calendar and Outlook connect through delegated authorisation. The scopes requested are read scopes, and they are deliberately kept apart from the mail ones: authorising your calendar does not hand over your inbox.
The sync runs one way, from your provider into your workspace. On the Microsoft side, it only asks for what changed since the last pass. The original calendar stays the reference: where two versions of an event disagree, its version wins.
The event finds its records on its own
Nobody links a meeting to a file. The match is computed at the moment you look, comparing participant addresses against the ones your records carry, and it is never frozen into the database.
That is what keeps it right over time: the day a contact changes address, you fix their record and the history follows. A stored link would have gone on pointing at the old one.
Two readings, and not one more
The agenda, a chronological list that flips between what is coming and what has passed. And the week, a seven column grid over twenty-four hours, with its all-day row and its marker on the current time.
There is no day view and no month view. Two readings cover what this piece exists for: knowing what is coming, and finding what was said.
Nothing goes back to your calendar
Worth saying plainly, because it decides what you can expect from it: the platform creates no event, moves none, cancels none. It sends no invitation, answers none of the ones you receive, proposes no slots and books no appointments. Those gestures stay in your usual calendar.
Your agents follow the same rule. They search your events and open one to read it, and both of those tools are classed as reads. There is no write tool, because such a tool would notify real people and would have no business in the same category.
How it works
Finding, from a client's record, every appointment held with them this year.
You connect Google Calendar or Outlook, with read-only permissions, separate from the mail ones.
Events come across into your workspace with their participants, their location and their conference link.
The sync returns and only asks for what changed since the last time.
You open the client's record: the addresses it carries are matched against the participants'.
The appointments show up, as a list or in the week grid.
An agent searches those events and opens one, without ever being able to create one.
The other pieces of this chapter
Agentic drive
Every record carries its files, and your agents read them.
Document reading
Your PDFs and scans become readable text.
Bulk import
Exports, databases and archives become typed records.
Inbox
Your exchanges surface on the records they concern.
Meetings
Recorded, transcribed, read back from the record.