Skip to main content
Product screenshot showing integration settings for connected sources. Use this page when a user is connecting the mailbox and calendar Ergo should use for meeting detection, email context, follow-up drafts, signatures, and provider send validation. This is usually a personal setup step: each user should connect the primary work account that owns their customer calendar invites and sends customer email.

​
Who can use this

  • Standard users, AEs, CSMs, managers, operators, and admins completing their own personal setup.
  • Admins helping users confirm the right account, reconnect state, or feature toggles.
  • Spectator users should not expect email-analysis, follow-up-draft, or send settings to behave like a standard user setup path.

​
Before you start

  • Choose one email provider for the user: Google Workspace or Microsoft 365. If one provider is already connected, disconnect it before connecting the other.
  • Use the user’s primary work mailbox and calendar, not a personal inbox, alias-only account, or shared inbox unless that is intentionally the account Ergo should use.
  • Confirm customer meetings are invited to the same calendar account that is connected in Ergo.
  • Confirm your company allows the requested authorization. If an organization-managed provider blocks third-party app authorization, ask your internal admin or Ergo support before retrying repeatedly.
  • Complete the approved notetaker setup after calendar access is connected.

​
Connect the account

  1. Open Integrations.
  2. Go to the email or email-collaboration area.
  3. Choose Google Workspace or Microsoft 365.
  4. Follow the authorization flow and approve the requested email and calendar permissions.
  5. Return to Ergo and confirm the provider shows as connected.
  6. Check the connected provider’s feature toggles before testing a workflow.

​
Check email feature toggles

When the provider is connected, Ergo can show email-related settings for standard users.
  • Email Analysis controls whether Ergo analyzes relevant emails for downstream context and CRM-related workflows when enabled.
  • Post-Call Followup Emails controls whether post-call follow-up drafts are generated when the meeting, template, recipient, and processing context qualify.
  • Surfacing appears only when enabled for your workspace and can surface follow-up opportunities from recent deal context.
  • External email client is a delivery setting for teams that review or send drafts from an external email workflow.
If a draft will not send, first check the connected email account, sender, recipient, subject, body, thread context, and any failed-draft error before reconnecting everything.

​
Test the calendar path

  1. Open Meetings or the dashboard upcoming-meetings area.
  2. Confirm the next customer meeting appears from the connected calendar.
  3. Open the meeting and check the current meeting link, owner, attendees, and notetaker status.
  4. If the meeting was rescheduled or the meeting link changed, recheck the specific occurrence before the call starts.
  5. For live or ad hoc calls, use Add Bot to Meeting with the actual Zoom, Google Meet, or Microsoft Teams room link, not a scheduling page URL.
  6. If the host controls admission, make sure the host admits the Ergo bot from the waiting room.

​
What to expect

  • Email and calendar connection is separate from CRM connection, field mapping, notetaker setup, and draft settings.
  • Calendar connection helps Ergo find and match meetings, but the notetaker still needs to join, be admitted, and finish processing before downstream outputs are available.
  • Email connection enables draft sending and email context only when the connected mailbox, settings, permissions, and workflow support it.
  • Expired or revoked Google/Microsoft grants can block the dashboard and show a reconnect prompt. Reconnect with the same intended work account.
  • Changing a provider password, revoking app access, or changing provider/admin policies can require reconnecting in Ergo.

​
Common issues

  • The wrong mailbox or calendar was connected.
  • One provider is already connected, so the other provider cannot be connected until the first one is disconnected.
  • A required email or calendar permission was not approved, or the provider admin blocked the authorization.
  • The calendar appears connected, but the meeting invite lives on a different calendar or account.
  • The meeting link changed, the meeting was rescheduled, or the host did not admit the bot.
  • A scheduling page link was used instead of a live meeting-room link.
  • Drafts are disabled, the meeting did not qualify, the email grant is stale, or sender/recipient/subject/body/thread validation failed.
Last modified on June 8, 2026