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Workflow — Calendar

Your diary, agentic.
Slots offered, blocks held.

Connect your O365 calendar, describe how your week runs, and the system proposes appointment times in draft emails — then blocks them tentatively until the customer confirms. No double-booking, no manual entry.

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How it works

Connect your calendar

One Microsoft sign-in — the same consent used for email. We read your busy and free blocks so the system knows when you're available. Event titles and content are never read.

Set your working preferences

Tell us what your week looks like in plain English: site visits on Tuesdays and Fridays, video calls evenings only, bank holidays free. These guide the system when proposing times.

Proposals block tentative, confirmations go busy

When a draft email offers an appointment slot, a tentative event appears on your calendar immediately. When the customer confirms, it flips to busy. No double-booking, no manual entry.

In the portal

Week view with site visits, quote meetings, and one tentative block
Week view with site visits, quote meetings, and one tentative block

See it in action

What's included

  • Week and month view in the portal — powered by your live O365 calendar, always up to date
  • Working preferences capture in plain text — site visits, video calls, hours per day, your words
  • Tentative event on proposal, busy event on confirmation — two states, no manual calendar management
  • Hard conflict rule — the system never proposes a time that overlaps an existing event
  • Appointment type presets: enquiry call (30 min), site visit (60 min), quote meeting (45 min), work block (4 hr)
  • Bank holiday overlay — England and Wales, always shown, you choose whether they default busy or free
  • Calendar-aware auto-draft replies — slot proposals in emails respect your actual diary
  • Timezone fixed to Europe/London — no configuration needed

The calendar works hand-in-hand with auto-draft emails — slot proposals in replies are checked against your live diary before the draft is written.

Common questions

Does it add recurring blocks for my working hours?

No. Working preferences are guidance for the system when it proposes times — they don't appear as calendar events. If you want your routine visualised, create the recurring events yourself. We don't do it for you.

What if I have personal events on the same calendar?

Personal events are treated as opaque busy blocks — we only read start, end, and show-as status. We never read event titles, descriptions, or attendees. If a slot is busy, the system won't propose it.

Does it work with Google Calendar?

Not in this version. The calendar workflow connects via Microsoft O365. The same consent used for email covers your calendar — no second sign-in. Google Calendar support is planned for a later release.

Can it book appointments on behalf of customers directly?

Not yet. Appointment proposals currently come through email drafts — the system proposes a slot, you review the draft, and the customer confirms by replying. Direct booking links via Microsoft Bookings are a planned next step.

Next step

Stop managing your diary
by hand.

Book a 30-minute call. We'll show you how a draft email proposes real slots from your calendar — and how they lock in the moment a customer replies yes.

Book a call