Get started with Outdoo AI

Follow five essential setup steps to get your team up and running with Outdoo AI, from connecting your calendar and CRM to creating your first scorecard.

This guide walks you through the first things to set up so your team can start using Outdoo AI effectively.

The first time you sign in, Outdoo AI shows a short setup based on your permissions: Set up your workspace, Connect Calendar and Invite Team Members, in that order, leaving out any step that doesn't apply to you. You can click Skip for Now on any step and finish it later using the steps below. See Sign in to complete your set up.

Step 1: Connect your calendar and conferencing tool

Outdoo AI captures calls through your calendar. Connect your Google Calendar or Outlook so the notetaker joins scheduled meetings automatically.

Go to Company Settings > Conversation Capture > Calendars and follow the connection steps. You will also need to connect your conferencing tool (Zoom, Google Meet, MS Teams, or Webex) in Company Settings > Conversation Capture > Meeting Tools so the notetaker can join.

See: Google Calendar setup | Outlook setup

Step 2: Connect your CRM

Connecting your CRM lets Outdoo AI associate calls with deals and contacts automatically, sync playbook data back to CRM fields, and power Opportunities (Pipelines and Insights).

Go to Company Settings > CRM and select your CRM. Outdoo AI supports Salesforce, HubSpot, Pipedrive, Zoho, Close, and HighLevel.

Step 3: Add your team

Go to Company Settings > People Settings > Team Management to invite team members. Assign each person a permission profile based on what they need access to.

See: Add or manage team members | Roles and permissions guide

Step 4: Create your first scorecard

A scorecard defines what good looks like in a conversation. Start with a template and customize it to match your sales process. Scorecards can apply to both Real Calls and Practice Calls.

Go to Manage > Scorecards.

See: Creating a scorecard

Step 5: Set up trackers (optional but recommended)

Trackers monitor specific keywords and phrases across calls, such as competitors, objections, product features, or methodology terms. Once set up, they appear automatically on the call page, in Performance > Activity, and in the win/loss analysis under Opportunities > Insights.

Go to Manage > Trackers.

See: Create keyword trackers