ℹ️ Getting Started & Logging in

Creating your first Confluence meeting notes agenda from Outlook is quite simple.

Logging in

By clicking on the “Meeting Notes” ribbon in the schedule meetings or appointment window opens a sidebar with the add-in.

 

 

Entering your Confluence instance url will take you to the login screen. When entering your username or email and the API-Token (which can be created by clicking on the link) you are already good to go.

 

Getting started

When logged in you can select the location for your first meeting notes page in Confluence. Continue by selecting a space and a parent page. After selecting a name for the page and clicking on “Create meeting notes” the meeting will be enriched with a link to the Confluence meeting notes page.

 

 

 

 

You can now add items to your agenda. Each agenda item has a title, duration and presenter which can be set. New items can be added, reordered and deleted.

When sending the meeting invite or saving the appointment, the Confluence page gets created. You can now view and edit the agenda collaboratively both from Outlook and Confluence.