> ## Documentation Index
> Fetch the complete documentation index at: https://docs.knowlix.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Notetaker

> Automatically sync your Outlook Calendar with Knowlix for AI-powered meeting management, transcription, and intelligent scheduling

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.

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

***

### 1. Access Microsoft Entra Admin Center

Start by registering a new application in Microsoft Entra ID (formerly Azure AD).

<Frame>
  <img src="https://mintcdn.com/knowlix/njzUxc8mP26R6SGn/images/knowlix/calendar1.png?fit=max&auto=format&n=njzUxc8mP26R6SGn&q=85&s=9261e3e089b2269d9a50a5d8d0d2cb2f" alt="Microsoft Entra Admin Center" width="2580" height="1268" data-path="images/knowlix/calendar1.png" />
</Frame>

* Sign in to [Microsoft Entra Admin Center](https://entra.microsoft.com) 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.

***

### 2. Register the Application

Fill out the registration form to create your Knowlix integration app.

<Frame>
  <img src="https://mintcdn.com/knowlix/njzUxc8mP26R6SGn/images/knowlix/calendar2.png?fit=max&auto=format&n=njzUxc8mP26R6SGn&q=85&s=f8bba47718ece42846ad3b929cfb9efa" alt="Register Application" width="2568" height="1438" data-path="images/knowlix/calendar2.png" />
</Frame>

**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.

***

### 3. Copy Your Credentials

After registration, the app overview page displays your essential credentials.

<Frame>
  <img src="https://mintcdn.com/knowlix/njzUxc8mP26R6SGn/images/knowlix/calendar3.png?fit=max&auto=format&n=njzUxc8mP26R6SGn&q=85&s=6d2c15a58efab4ac19e4645ee20c5825" alt="App Credentials" width="1450" height="532" data-path="images/knowlix/calendar3.png" />
</Frame>

**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"

***

### 4. Create Client Secret

Generate a secret key for secure authentication between Knowlix and Microsoft.

<Frame>
  <img src="https://mintcdn.com/knowlix/njzUxc8mP26R6SGn/images/knowlix/calendar4.png?fit=max&auto=format&n=njzUxc8mP26R6SGn&q=85&s=2c24cc583454f9990438d3d6dc3281c4" alt="Create Client Secret" width="2352" height="1362" data-path="images/knowlix/calendar4.png" />
</Frame>

**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**

<Warning>
  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.
</Warning>

***

### 5. Open Calendar Settings in Knowlix

Now configure Knowlix to use your Azure credentials.

<Frame>
  <img src="https://mintcdn.com/knowlix/njzUxc8mP26R6SGn/images/knowlix/calendar5.png?fit=max&auto=format&n=njzUxc8mP26R6SGn&q=85&s=dcc4f8ab0d09ffbec6df36b0aac396d3" alt="Calendar Configuration" width="2905" height="1439" data-path="images/knowlix/calendar5.png" />
</Frame>

* 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.

***

### 6. Enter Azure Credentials

Connect your Microsoft app to Knowlix by entering the credentials you copied earlier.

<Frame>
  <img src="https://mintcdn.com/knowlix/njzUxc8mP26R6SGn/images/knowlix/calendar6.png?fit=max&auto=format&n=njzUxc8mP26R6SGn&q=85&s=712f9b6f7603ef1081770a57f5dba322" alt="Calendar Settings" width="1130" height="696" data-path="images/knowlix/calendar6.png" />
</Frame>

**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

<Note>
  You can also access **Note-Taker** settings from this same menu for additional AI features.
</Note>

***

### 7. Synchronize with Outlook

Initiate the first sync to connect your calendars.

<Frame>
  <img src="https://mintcdn.com/knowlix/njzUxc8mP26R6SGn/images/knowlix/calendar7.png?fit=max&auto=format&n=njzUxc8mP26R6SGn&q=85&s=6619b2fb9fdbede96fa525d50bd9c034" alt="Sync with Outlook" width="759" height="856" data-path="images/knowlix/calendar7.png" />
</Frame>

* 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.

***

### 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:

<Info>
  *"What meetings do I have tomorrow?"*
</Info>

<Info>
  *"Schedule a meeting with the sales team next Tuesday at 2 PM"*
</Info>

<Info>
  *"Summarize my meetings from last week"*
</Info>

**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
