What is it?
Connecting your Microsoft Calendar (Outlook) to Performy works the same way as the Google Calendar integration: Performy detects your upcoming meetings and has the notetaker join them automatically. Setup is a one-time process that takes under a minute.
Go to Connections
Sign in at app.performy.ai, click your name or profile photo (bottom left) and select Profile. There you'll find Connections, with the Calendar auto-join section.
Connect your account
Click Connect with Microsoft and choose the Microsoft 365 / Outlook account whose calendar you use to manage your sales meetings.
Authorize access
Microsoft shows you the permissions needed for the connection (calendar and online meeting read access). Review them and continue — this step only happens once, during initial setup. You're automatically returned to Performy with the calendar in Connected status.
From here on, it's automatic
You don't need to manually load each meeting: Microsoft Calendar → meeting detected → notetaker joins → meeting captured → transcription → analysis and coaching.
Even with auto-join enabled, you can turn it off for a specific meeting whenever you don't want the notetaker to join — so you stay in control of which meetings Performy analyzes.