Your Calendar, Your CRM, One System: Ningi's Calendar Integration

Every financial adviser lives in their calendar. Meetings are the business. But the workflow around meetings — creating video call links, writing up notes, filing them in the CRM, updating the client record — that's the admin tax that eats into advice time. Ningi's calendar integration with Nylas changes the equation. Connect your Microsoft calendar once (it takes about 30 seconds from your profile page), and three things happen automatically. First, Microsoft Teams or Google Meet links are added to your upcoming meetings. No more manually creating and pasting video call links. Second, meeting notes are automatically generated in Manage for qualifying calendar events. The system matches calendar events to client records using the adviser assignment and client email. If the adviser on the account is in the calendar event, and the client's email matches their record in Manage, a meeting note is created automatically. Third, your next 7 days of meetings are synced daily, keeping your Manage dashboard current without any manual updating. This is meaningful because it eliminates one of the most common sources of data silos — meetings that happen in Microsoft but never get properly recorded in the back office. With Ningi, every meeting that involves a client is automatically tracked, documented, and available to the AI for context in future interactions. The integration is currently available to users with the Adviser permission, ensuring meeting notes are correctly linked to client accounts based on adviser assignments. If you run into issues with meetings not updating, it's usually a Microsoft 365 configuration issue — your IT team needs to ensure REST API access is enabled for your mailbox. One connection. Automatic links. Automatic notes. Zero manual filing.