The Outlook integration enables single sign-on (SSO) with Microsoft Entra ID and supports syncing your Outlook calendars and mail with Four/Four.
If your company subscribes to the Four/Four Notetaker feature, this makes it seamless for your team to capture, record, and analyze external meetings without manual setup, directly from your Outlook environment.
Who this is for
This integration will support anyone in your business who schedules or attends meetings with external parties, such as Product Managers, Sales, Customer Success, and Research teams.
If you want to automate meeting recording and analysis using your Outlook calendar, this is for you.
What you can do with the Outlook integration
Log in to Four/Four with your Microsoft Entra ID account using SSO.
Sync your Outlook calendars to Four/Four so you never miss capturing an external meeting.
Automatically record meetings with external parties using the Four/Four notetaker.
Control exactly which meetings the notetaker joins, with multiple participation modes.
Skip manual invite steps - Four/Four monitors your Outlook calendar and joins meetings based on your rules.
Sync your Outlook mailboxes to Four/Four so you capture every customer conversation
How it works
When you connect your Outlook Calendars to Four/Four:
SSO will be enabled. Your users can log in to Four/Four with their Microsoft Entra ID credentials.
Four/Four reads calendar events for every user who exists in Four/Four, so meetings are always up to date.
The Four/Four notetaker can automatically join meetings based on the mode you pick:
Manual mode: Only joins meetings where you’ve explicitly invited the note taker (by inviting [email protected] in the calendar invite).
Organizer mode: Auto-joins external meetings you organized (Four/Four recognizes which meetings have outside guests).
All external meetings: Joins any external meeting you’re invited to, even those set up by customers.
You can always manually tell the notetaker to join a meeting at any time, even halfway through using the invite interface.
The notetaker automatically records, transcribes, and analyzes these meetings in your Four/Four workspace.
When you connect your Outlook Mail to Four/Four:
SSO will be enabled. Your users can log in to Four/Four with their Microsoft Entra ID credentials.
Four/Four reads mailboxes for every user who exists in Four/Four.
Four/Four creates conversations and insights for every thread involving a customer.
Typical use cases
Automatically capture and analyze all customer email threads, calls and demos, even those scheduled by your prospects.
Reduce meeting setup friction by letting Four/Four handle meeting joining based on your Outlook calendar.
Use SSO to standardize team access and make onboarding/offboarding simpler.
Common questions
Do I have to use SSO if I connect Outlook?
Yes, connecting Outlook enables SSO for all users.
Can I control which meetings are recorded?
Yes, any individual user can switch between manual, organizer-only, and all external meeting modes in their profile settings. When new users are invited to the service, they'll be asked what method they prefer.
What if I want to manually add the note taker to a one-off meeting?
You can invite the notetaker email ([email protected]) to the meeting, or use a join link at any time.
Does the integration capture internal meetings?
No, Four/Four only joins meetings with external participants unless you request otherwise.
Can I use this with multiple calendars?
Four/Four will sync the main Outlook calendar for users who connect their accounts.
Which email threads are imported?
Four/Four imports only email threads that involve leads and contacts already tracked in your CRM. It automatically syncs the relevant conversations from your connected email account, linking them to matching CRM records. However, it does not bring in all your email threads - only those associated with CRM-recognized people and accounts. This is the same technique commonly used by services such as HubSpot and Salesforce Einstein.
How do I get started?
In Four/Four, go to your connection settings and connect your Microsoft 365 Mail and Calendar accounts.
That’s it - Four/Four will start syncing and join the right meetings for you.
After setup, your meeting capture is hands-free, and all the insights flow directly into your Four/Four workspace.