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Knowlix AI Notetaker automatically syncs your Outlook Calendar with Knowlix, enabling AI-powered meeting management, transcription, and intelligent scheduling. Follow this guide to connect your Microsoft account.

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Overview

The AI Notetaker integration provides:
  • Outlook Calendar Sync: Two-way synchronization with Microsoft Outlook
  • Meeting Detection: Automatically imports your meetings to Knowlix
  • AI Transcription: Real-time meeting transcription with speaker identification
  • Smart Summaries: AI-generated meeting summaries with action items
  • Unified Calendar: Manage all your events in one place

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1. Access Microsoft Entra Admin Center

Start by registering a new application in Microsoft Entra ID (formerly Azure AD).
Microsoft Entra Admin Center
  • Sign in to Microsoft Entra Admin Center with your admin account
  • In the left sidebar, navigate to Entra ID
  • Click the + Add dropdown in the top menu
  • Select App registration from the options
This opens the application registration form where you’ll configure access for Knowlix.

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2. Register the Application

Fill out the registration form to create your Knowlix integration app.
Register Application
Required Fields:
  • Name: Enter a descriptive name (e.g., Knowlix Notetaker)
  • Supported account types: Select Single tenant only - [Your Organization] for company use
  • Redirect URI (optional):
    • Platform: Select Web
    • URL: Enter https://[your-company].app.knowlix.ai/microsoft_account/authentication
Click Register to create the application.

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3. Copy Your Credentials

After registration, the app overview page displays your essential credentials.
App Credentials
Save these values (you’ll need them in Knowlix):
  • Application (client) ID: Your unique app identifier (highlighted in blue box)
  • Directory (tenant) ID: Your organization’s tenant identifier
Also verify:
  • Redirect URIs: Shows “1 web, 0 spa, 0 public client”
  • State: Shows green checkmark with “Activated”

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4. Create Client Secret

Generate a secret key for secure authentication between Knowlix and Microsoft.
Create Client Secret
Steps:
  • In the left sidebar, click Certificates & secrets
  • Click + New client secret
  • In the modal that appears:
    • Description: Enter a name (e.g., Knowlix Client Secret)
    • Expires: Select recommended duration (180 days / 6 months)
  • Click Add
Copy the Value immediately after creation. This is your Client Secret and will only be displayed once. If you navigate away, you’ll need to create a new secret.

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5. Open Calendar Settings in Knowlix

Now configure Knowlix to use your Azure credentials.
Calendar Configuration
  • In Knowlix, navigate to the Calendar module
  • Click the Configuration dropdown in the top menu
  • Select Settings
This opens the Calendar Settings page where you’ll enter your Microsoft credentials.

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6. Enter Azure Credentials

Connect your Microsoft app to Knowlix by entering the credentials you copied earlier.
Calendar Settings
Configuration Steps:
  • In the left sidebar, select Calendar
  • Check the Outlook Calendar checkbox to enable synchronization
  • Enter your credentials:
    • Client ID: Paste your Application (client) ID from Azure
    • Client Secret: Paste the secret value you created
  • Leave Pause Synchronization unchecked to enable automatic sync
  • Click Save at the top
You can also access Note-Taker settings from this same menu for additional AI features.

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7. Synchronize with Outlook

Initiate the first sync to connect your calendars.
Sync with Outlook
  • Return to the Calendar main view
  • Click the Synchronize with Outlook button (highlighted in blue)
  • Sign in with your Microsoft 365 / Outlook account when prompted
  • Accept the permission request
Your Outlook calendar events will now sync to Knowlix. The synchronization runs automatically, keeping both calendars updated.

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Using AI Notetaker Features

With Outlook connected, you can now use the AI Notetaker capabilities: Meeting Sync:
  • All your Outlook meetings appear in the Knowlix Calendar
  • New meetings created in Knowlix sync back to Outlook
  • Changes in either calendar are reflected in both
AI Meeting Assistant: Use the AI Chat panel to interact with your calendar:
“What meetings do I have tomorrow?”
“Schedule a meeting with the sales team next Tuesday at 2 PM”
“Summarize my meetings from last week”
Transcription & Summaries:
  • Enable AI transcription for any meeting
  • After meetings, AI generates summaries with key points and action items
  • Transcripts are searchable and linked to calendar events