How to set up and use the Get Microsoft Outlook Calendar Events action
The Get Microsoft Outlook Calendar Events action allows you to retrieve a list of events from your Microsoft Outlook Calendar inside a Workflow. It is useful when you want to pull upcoming meetings, create reminders, or generate a daily schedule summary.
Follow these steps:
Add a Get Microsoft Outlook Calendar Events action: While editing a Workflow, click the plus button between existing blocks. It will open a modal where you can select the "Get Microsoft Outlook Calendar Events" action to add it to your Workflow.
Add Microsoft Outlook connection: If you haven't already, connect your Microsoft Outlook account to Cassidy by clicking “Connect” and following the on-screen instructions.
Rename the action (if needed): Click the action name and enter a more descriptive label so it’s easier to reference later.
Configure filters (optional): Use “Filters” to narrow which events are returned. You can filter by:
Start time: Specify when events should begin
End time: Specify when events should end
Subject: Filter events by title or subject keywords
Created date: Filter by when the event was created
Last modified: Filter by when the event was last updated
*For each row, choose an operator (for example, “Equals” or “Contains”), then enter a value or press “#” or click “Insert Variable” to reference a variable. Use “Delete” to remove a filter.
*Time-based fields are typically handled in UTC, so keep your time format consistent when filtering.
Configure "Order By" (optional): Determine the order of the results by selecting a field to sort by and choosing the sort direction (ascending or descending).
Set "Max Results" (optional): Specify the maximum number of results to return. It helps manage performance and limits the output to a specific number of events.
Toggle "Include Recurring" (optional): Choose if you want to include recurring events in the results. When enabled, the action will return both one-time and recurring calendar events.
Reference the event variables: After testing the Workflow once, use the action outputs in later steps by pressing “#” and selecting fields from the event list.
Event ID: The unique identifier of the calendar event.
Title: The title or subject of the calendar event.
Description: The description or body content of the calendar event.
Created Date: When the calendar event was created.
Updated Date: When the calendar event was last modified.
Calendar Event Link: Direct link to view the event in Outlook.
Start Date: The start date and time of the event.
End Date: The end date and time of the event.
Time Zone: The time zone for the event.
Is All Day: If the event is marked as an all-day event.
Is Online Meeting: Whether the event includes an online meeting.
Join URL: The meeting link if it’s an online meeting.
Location: The physical location of the event.
Organizer: Details about who organized the event (name and email).
Attendees: The list of people invited to the event
Use a Loop to process events: Because this action returns a list, add “Loop” after it when you want to run follow-up steps once per event. For more information on using loops, see the Loop article.
Example Workflow: Daily Meetings List
Here's how to set up a Workflow that checks your daily meetings and sends you a summary:
Add a Scheduled Trigger: Set it to run daily at 9 am to automatically check your meetings each morning. Find out more about Scheduled Trigger.
Add a Get Microsoft Outlook Calendar Events action: Configure it to retrieve today's events by setting appropriate filters for start and end times.
Add a Loop action: Loop through each event returned by the Get Microsoft Outlook Calendar Events action.
Inside the Loop, add a Generate Text action: Use the event's title, description, start time, and attendee information to create a brief summary for each meeting. For further details, see Generate Text.
After the Loop, add a Send Slack Message action: Combine all the meeting summaries and send them to yourself in Slack to review your day's schedule. See more about Send Slack Message here.
Here's a sample of the type of output you can expect:
A Slack message containing a formatted list of your day's meetings, including meeting titles, times, attendees, and variables you selected to help you prepare for each event throughout your day.