Google Calendar

Connect Google Calendar so Templi can see your upcoming client meetings, match the attendees to your clients, and record the meeting through the Templi Adviser desktop app when it starts. The connection is read-only: Templi never creates, changes or deletes calendar events.

Where to find it

Click Settings in the sidebar, open the Meetings tab and find Google Calendar under Calendar, or go to https://app.templi.ai/settings/meetings. Google Calendar is not in the Connectors list. Its own page, at https://app.templi.ai/integrations/apps/google-calendar, also has a Connect button. See Calendar settings.

What it does

• Syncs your upcoming meetings into Templi, including title, time, attendees and the meeting link.

• Recognises Google Meet, Microsoft Teams and Zoom links so the desktop app knows which meetings to record.

• Matches attendees to your Templi clients by email address, so notes and fact finds land on the right record.

• Keeps up to date as meetings are added, moved or cancelled in Google Calendar.

Connect

Each person connects their own calendar. Administrators cannot connect calendars on someone else's behalf.

1. In Templi, click Settings in the sidebar, open the Meetings tab and click Connect next to Google Calendar, or click Connect Calendar in the desktop app.

2. Review what the app will be able to do and click Authorise and connect.

3. Sign in to Google in the tab that opens and allow calendar access.

If Google later revokes the connection, the app shows an amber status with a Reconnect button. Meetings stop syncing until you reconnect.

Summary

Google Calendar connects read-only so Templi can sync your upcoming meetings, match attendees to clients, and record meetings through the Templi Adviser desktop app. Each person connects their own calendar.