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Calendar

View upcoming events and scheduled AI tasks in one place.

Prerequisites

To see calendar events, you need a connected calendar account. If you haven't connected one:

  • You'll see a Connect Calendar prompt
  • Click it to go to the Connect page and set up Gmail or Outlook

Viewing Events

Events are grouped by time period:

  • Today
  • Tomorrow
  • This Week
  • This Month

Each event card shows:

  • Event title (bold)
  • Time range (e.g., "2:00 PM - 3:00 PM") or "All day" for all-day events
  • Location (if set)
  • Type icon — Different icons for meetings, calls, demos, reviews, discovery sessions, and AI tasks
  • Source badge — "Calendar" for real calendar events, "Scheduled Task" for AI-automated tasks
  • Description (if present)
  • Attendees (if present)

Stats Cards

At the top of the page, quick metrics are displayed:

  • Upcoming events — Total count
  • Today's meetings — How many events are today
  • Next event — When the next event starts
  • Calendar status — Whether the calendar connection is healthy

Creating an Event

  1. Click Create Event (at the bottom of the event list)
  2. Fill in:
    • Summary — The event title
    • Date — Select a date
    • Start time and End time
    • Location (optional)
    • Description (optional, rich text)
    • All-day toggle — Turn on for all-day events
  3. Click Submit

Scheduled AI Tasks

If you've set up scheduled tasks (from the Conversations page), they also appear on the Calendar with a distinct badge. You can:

  • See when the next run is
  • Click Trigger to run one immediately

Next Steps