Finobi - AI Copilot for Financial Advisors

Step 1: Go to the meeting-assistant Page

In the Finobi dashboard, navigate to the "meeting-assistant" page.

Step 2: Click on "Connect with Microsoft"

Click on the "Connect with Microsoft" button to begin the connection process.

You will be redirected to the Microsoft sign in page. Sign in with your Microsoft account to continue.

Step 4: Successfully Connected

Meeting assistant page with connected Outlook calendar

You will be redirected to the "meeting-assistant" page. Your Outlook calendar is now connected. Your recent outlook events will be showed in the "Unsynced Outlook Calendar" tab.

Step 5: Click on "Unsynced Outlook Calendar" tab

Click on the "Unsynced Outlook Calendar" tab to begin the connection process.

Step 6: You can now sync your Outlook events to the Finobi calendar

Click on the "Plus" icon to add an event to the Finobi calendar.

All Guides

Integrate Outlook Calendar

Step 1: Go to the meeting-assistant Page

Step 2: Click on "Connect with Microsoft"

Step 4: Successfully Connected

Step 5: Click on "Unsynced Outlook Calendar" tab

Step 6: You can now sync your Outlook events to the Finobi calendar

All Guides

Integrate Outlook Calendar

Step 1: Go to the meeting-assistant Page

Step 2: Click on "Connect with Microsoft"

Step 3: Microsoft Sign In Page

Step 4: Successfully Connected

Step 5: Click on "Unsynced Outlook Calendar" tab

Step 6: You can now sync your Outlook events to the Finobi calendar