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.

WorkBoard integrates with:

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

Microsoft fires webhooks to update WorkBoard on event updates.

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

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

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

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

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

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

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