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Module 06 · Integrations

Google Calendar

Let assistants list your upcoming events so they can plan around them. Creating an event with no one invited runs on its own, and an invite waits for your Approve.

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Google Calendar lets an assistant see what is coming up, so it can plan around your meetings, suggest a time, and prepare you for the day.

At a glance#

CategoryMail and calendar
Used byAccountant, Marketing, Legal, Product owner, Sales, Executive assistant

What assistants can do#

AbilityHow it runs
List upcoming eventsReads on its own
Create events with no one invitedRuns on its own
Invite people to an eventWaits for your Approve

Setup#

  1. In Google's developer console, create access for your calendar with the permissions listed below, and copy the access token. If you already set up Gmail or Google Drive, you can reuse that access.
  2. Open Integrations and pick Google Calendar.
  3. Paste the token and press Connect.
  4. Leave event creation off until you want it.

Permissions#

In plain words, the access needs to:

  • Read your calendar events.
  • Create events, only if you will allow it.

Read-only access is enough for planning and daily briefs.

Good to know#

  • Creating an event is off by default. Once you allow it, an event with no one invited is created on its own, and an event that invites people waits for your Approve. See approvals.
  • Assistants list events. They do not change or delete the ones you already have.
  • Your token stays with your StellarFirm workspace and is never shown back to you. The page shows only that it is connected.

Prompts#

PromptPlan the week

Product owner, list this week's events and propose a one-hour review. Do not invite anyone.

PromptMorning brief

Accountant, list today's events and tell me which ones need a document from you.