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 effectively.

Step 1: Connect your calendar and conferencing tool

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

Go to 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) so the notetaker can join.

See: Google Calendar setup | Outlook setup

Step 2: Connect your CRM

Connecting your CRM lets Outdoo associate calls with deals and contacts automatically, sync playbook data back to CRM fields, and power the Opportunities and Win/Loss features.

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

Step 3: Add your team

Go to Settings > People Settings > Team Management to invite team members. Assign each person a role — Admin, Manager, or Employee — 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 apply to both live calls and roleplay sessions.

Go to Settings > Coaching > Manage Scorecards.

See: Creating a scorecard

Step 5: Set up trackers (optional but recommended)

Trackers monitor specific keywords and phrases across calls — competitors, objections, product features, or methodology terms. Once set up, they appear in call summaries, Insights, and Win/Loss analysis automatically.

Go to Settings > Analysis > Trackers.

See: Create keyword trackers