The Lattice Outlook integration will update Lattice when rescheduling your 1:1 event within Outlook Calendar and automatically schedule the next 1:1. Changes will be displayed in Lattice in about 5 minutes.
Note: The Outlook integration is a one-way integration with Lattice. Lattice will use Outlook as the source of truth for 1:1 scheduling but will not add notes or create an event within Outlook.
Setting up your event in Outlook
The following criteria for your event must be met for successful integration:
The Outlook account must be hosted on Microsoft servers and not self-hosted.
The Outlook account must be integrated using the Microsoft web login, not the desktop version.
In Outlook, the 1:1 event must be recurring, unending, and already existing within your calendar.
The Outlook event must be scheduled no more than three months in the future to be linked successfully.
After the event is linked to Lattice, following events must be scheduled no more than three months in the future to prevent disconnection.
Lattice's calendar integration doesn't support calendar events created by third-party applications such as Clockwise and Reclaim.ai.
If you encounter issues connecting the Outlook integration, please read Troubleshoot Your Calendar Integration for possible solutions.
Integrate with Outlook
Navigate to your 1:1 relationship:
If you are creating this 1:1 relationship for the first time: Navigate to 1:1s > + New > Connect existing calendar event.
If you already have a 1:1 relationship in Lattice: Navigate to 1:1s. Select the participant's name to open the agenda and select Settings > Connect existing calendar event.
Under Connect existing calendar, select Outlook - You may be asked to sign in to your Microsoft account.
Click Yes to authorize the Lattice integration.
Select the calendar that manages the event you want to integrate and click Select calendar.
Lattice will find the most likely event. Confirm the correct event by selecting Create 1:1 or choose another event by selecting Change event. The most relevant calendar event will be based on and sorted by the following:
Events that contain both participants
Events where the title contains 1:1s keywords or participants names
Events with 2-4 attendees
Events with fewer attendees
Change the time of your 1:1s
Once you have synced your Outlook calendar with Lattice, every time you change the event, Lattice will be automatically updated.
Once your 1:1 has passed on your calendar, Lattice will automatically schedule the next 1:1 for the following week. If you missed this 1:1 meeting, update the meeting time in Outlook to the new correct time for your make-up meeting.