Use Calendar and Meetings from Chat
Use Calendar and Meetings from Chat in Cortex Chat: practical steps, setting explanations, result checks and troubleshooting.
Calendar and Meetings are separate app surfaces. An assistant’s ability to view events, create them or start a meeting depends on the saved app and tool access. An event note is not necessarily a confirmed invitation.
Before you start
An app name opens the product surface, while its settings control shows connection and Sidekick access. The product may be visible to you even when the assistant has no permitted tool for the action you want. Read the account identity, phase and explicit guidance before reconnecting. Some setup flows need tools saved first and account access saved afterwards. For embedded apps, verify the account and open record rather than assuming the context from another tab. If an action changes an external record, inspect that record afterwards; a completed app load or a confident assistant reply is only part of the evidence.
Step-by-step
- Open Calendar or Meetings from Connected Apps for the intended task.
- Check the event, time zone, attendees or meeting destination.
- After an authorised action, inspect the saved event, invitation or meeting link in the destination app.
What the settings mean
| Control or state | Meaning |
|---|---|
| App surface | The interface you can open and use. |
| Connection | The service/account link and its current state. |
| Account access | The read/draft/write/send allowance supported by that app. |
| Tool selection | The particular operations saved for the assistant. |
Check the result
The scheduling or meeting result exists outside the chat reply.
If it does not work
If an event is missing, check account, calendar, time zone and permissions. Repeating creation before reconciling the first result can produce duplicate invitations.
Continue with the right context
Return to the Cortex Chat guide index to choose another task. Keep the current account, assistant and conversation in view when following the next guide. To use the product, open Cortex Chat.
- Open a connected app beside your assistant
- Understand app connection and access states
- Open and work with Docs in Cortex Chat
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