WorkBoard Meetings Integration Requirements

Overview

The purpose of this article is to explain the required scopes of the WorkBoard API integration with your company email service.

Working Meetings integrates with your company email service via API integration to:

  • Automatically create Meeting Agendas on your calendar.
  • Automatically add a link to Meeting Agendas to your calendar for easy access from your calendar.
  • Record event information if you open the agenda. Recorded data points are:
    • Event timing
    • Attendees
    • Event location
    • Description
    • Unique calendar identifiers
  • You have the option to publish to your calendar when you create an event in WorkBoard. WorkBoard will only publish to your primary calendar (no shared calendar).
  • The calendar event will be updated with a hyperlink to the WorkBoard agenda if missing when an agenda is viewed in WorkBoard.
  • The association between the WorkBoard agenda (topics/takeaways) and the external calendar meeting is removed if a meeting is deleted in WorkBoard. WorkBoard will never delete from your calendar.

Supported Email Services

WorkBoard integrates with:

Microsoft Office O365 Integration

Outbound connections

WorkBoard leverages Microsoft’s Graph API to pull your primary calendar when viewing Meetings.

Inbound connections

Microsoft fires webhooks to update WorkBoard on event updates.

WorkBoard Integration Required Scopes:

Note: Our Microsoft integration uses Delegated permissions that require a signed-in user present.

mceclip0.png

Note: Authorization can be revoked at any time via your Microsoft profile. 

mceclip0.png

More information on authentication and authorization basics for Microsoft Graph. 

Microsoft Data Access Requirements and Justification:

Integration Data Type WorkBoard Need  Optional Notes
Calendar
  • Other data types like event and series depend on this data type.
No Primary / Default Calendar
Calendar Event
  • List what's on a user’s calendar
  • Add meetings created in WorkBoard to user calendar
  • Update event name, location, description, start time,  end time, and/or attendees in user’s calendar when it has been changed in WorkBoard.
  • Read event details like who has accepted.
No  
Calendar Series
  • Get next instance of a series of events (from now)
  • Add recurring meeting created in WorkBoard to user calendar as a series
  • Update series name, location, description, start time,  end time, and/or attendees in user’s calendar when it has been changed in WorkBoard.
No  
Subscriptions
  • Subscribe/Unsubscribe to calendar event changes in a user’s calendar (Push Notifications).
No  

Calendar Service Integration Architecture Diagram

mceclip0.pngGoogle Workspace (Gmail) Integration

Outbound connections

WorkBoard leverages Google’s Calendar API to pull your primary calendar when viewing Meetings.

Inbound connections

Google’s push notifications are used to update WorkBoard on event updates.

WorkBoard Integration Required Scopes:

mceclip1.png

Note: Authorization can be revoked at any time via your Google profile.

mceclip1.png

Google Data Access Requirements and Justification:

Integration Data Type

WorkBoard Need 

Optional

Notes
Calendar
  • Find Primary Calendar
  • Event data type depends on this data type.
No

Primary / Default Calendar

Calendar Event

  • List what's on a user’s calendar
  • Add meetings created in WorkBoard to user calendar
  • Update event name, location, description, start time,  end time, and/or attendees in user’s calendar when it has been changed in WorkBoard.
  • Read event details like who has accepted.
No  

Calendar Event

When event is a recurring event

  • Get next instance of a series of events (from now)
  • Add recurring meeting created in WorkBoard to user calendar as a series
  • Update series name, location, description, start time,  end time, and/or attendees in user’s calendar when it has been changed in WorkBoard.
No  

Calendar Event

  • Watch/Unwatch calendar event changes in a user’s calendar (Push Notifications).
No  
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request