Setting Up Your Integrations
Sterling connects to your email and meeting platforms. This guide walks you through activating Microsoft Outlook and the Notetaker integrations.
Accessing the Integrations Page
- Click Integrations in the main navigation menu
- You'll see a grid of available integrations
- Each card shows connection status and a setup button
Connecting Microsoft Outlook
The Outlook integration syncs your email, calendar, and contacts. Once connected, client communications appear automatically in household interaction histories.
Step-by-Step Setup
- Find the Microsoft Outlook card on the Integrations page
- Click the Setup Connection button
- A Microsoft sign-in window will appear
- Enter your Microsoft account credentials
- Review the permissions and click Accept
- You'll return to Sterling automatically
The Outlook card now shows a green status indicator. Your email and calendar are connected.
What Gets Synced
Sterling imports emails and calendar events related to your clients. It matches communications to households based on email addresses.
Connecting the Notetaker
The Notetaker automatically joins your meetings and creates transcripts. It works with Microsoft Teams, Zoom, and Google Meet—all from one setup.
Credit Requirement
Notetaker requires at least one credit in your firm's account. Contact your administrator if you see an insufficient credits message.
Step-by-Step Setup
- Find the Notetaker card on the Integrations page
- Click the Setup Connection button
- If prompted, sign in with your Microsoft account and accept permissions
- A setup dialog will appear showing the three meeting platforms
Naming Your Notetaker
The Notetaker joins meetings as a participant. You can customize the name that appears to attendees.
- In the setup dialog, find the Notetaker Name field
- Enter a name (for example: "Acme Wealth Notetaker")
- This name will be visible to all meeting participants
- Click Connect Platforms to complete setup
The dialog shows green checkmarks as each platform connects. Click Done when complete.
Changing the Name Later
You can edit the Notetaker name anytime. Click the pencil icon on the Notetaker card to update it.
How It Works
Once connected, the Notetaker monitors your calendar. It automatically joins scheduled meetings and records transcripts. Transcripts appear in the relevant household's Interactions section.
Disconnecting an Integration
You can disconnect an integration at any time.
- Go to the Integrations page
- Find the connected integration card
- Click the Disconnect button
- Confirm when prompted
Disconnecting stops future syncing. Previously imported data remains in Sterling.
Notetaker Disconnect
Disconnecting the Notetaker stops it from joining all meeting platforms (Teams, Zoom, and Google Meet) at once.
Troubleshooting
| Issue | Solution |
|---|---|
| Sign-in window doesn't appear | Check your browser's pop-up blocker settings |
| Connection fails after sign-in | Ensure you accepted all permission requests |
| Insufficient credits error | Contact your firm administrator to add credits |
| Notetaker not joining meetings | Verify the meeting is on your synced calendar |