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Sync Project Calendars

Align project dates with calendar entries and summarize changes

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Sync a new dated project or calendar page
Reads
  • New page notice
    New page notice

    Your new dated page notice identifies the project item or calendar entry and helps the Agent ignore retries.

  • Changed page
    Changed page

    Your changed page shows its date, cancellation status, owner, partner link, and last synced values.

  • Matching page
    Matching page

    Your matching page, when present, shows its date, cancellation status, and last synced values.

  • Sync settings
    Sync settings

    Your settings identify both databases, mapped fields, cancellation status, and time zone.

Project workspace
Project workspace

Your project workspace lets the Agent align project and calendar dates and mention owners in comments.

Find the linked partner or verify a reciprocal match
Is the owner missing or the matching link broken or duplicated?YesNo
Comment on the source page with the issue to fix
Writes
  • Pairing issue comment
    Pairing issue comment

    Your source page tells the coordinator which owner or link needs fixing.

Did both linked pages change differently since the last sync?YesNo
Ask the owner to resolve both changes on the project item
Writes
  • Conflicting changes comment
    Conflicting changes comment

    Your project item asks its owner to choose between the conflicting changes.

Do both pages already match?YesNo
End without another write or comment
Is the latest change a cancellation or cleared calendar date?YesNo
Create any missing page, mark both Canceled, clear dates, and comment
Writes
  • Linked project and calendar pages
    Linked project and calendar pages

    Your linked pages share the same date or canceled state and saved sync values.

  • Owner change summary
    Owner change summary

    Your project item mentions its owner, explains the change, and links to the calendar entry.

Create or update the matching page, sync dates and links, and comment
Writes
  • Linked project and calendar pages
    Linked project and calendar pages

    Your linked pages share the same date or canceled state and saved sync values.

  • Owner change summary
    Owner change summary

    Your project item mentions its owner, explains the change, and links to the calendar entry.

Reconcile a changed project or calendar date
Reads
  • Date or cancellation notice
    Date or cancellation notice

    Your change notice identifies the page and the date or cancellation field that changed.

  • Changed page
    Changed page

    Your changed page shows its date, cancellation status, owner, partner link, and last synced values.

  • Matching page
    Matching page

    Your matching page, when present, shows its date, cancellation status, and last synced values.

  • Sync settings
    Sync settings

    Your settings identify both databases, mapped fields, cancellation status, and time zone.

Project workspace
Project workspace

Your project workspace lets the Agent align project and calendar dates and mention owners in comments.

Find the linked partner or verify a reciprocal match
Is the owner missing or the matching link broken or duplicated?YesNo
Comment on the source page with the issue to fix
Writes
  • Pairing issue comment
    Pairing issue comment

    Your source page tells the coordinator which owner or link needs fixing.

Did both linked pages change differently since the last sync?YesNo
Ask the owner to resolve both changes on the project item
Writes
  • Conflicting changes comment
    Conflicting changes comment

    Your project item asks its owner to choose between the conflicting changes.

Do both pages already match?YesNo
End without another write or comment
Is the latest change a cancellation or cleared calendar date?YesNo
Create any missing page, mark both Canceled, clear dates, and comment
Writes
  • Linked project and calendar pages
    Linked project and calendar pages

    Your linked pages share the same date or canceled state and saved sync values.

  • Owner change summary
    Owner change summary

    Your project item mentions its owner, explains the change, and links to the calendar entry.

Create or update the matching page, sync dates and links, and comment
Writes
  • Linked project and calendar pages
    Linked project and calendar pages

    Your linked pages share the same date or canceled state and saved sync values.

  • Owner change summary
    Owner change summary

    Your project item mentions its owner, explains the change, and links to the calendar entry.

This Agent responds when a dated page appears or its date or status changes. It checks the linked pages and aligns their dates or cancellation status. The owner sees a summary comment on the project item.

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Microsoft Outlook
Used as:
Show all Agents working with Microsoft Outlook
Zoom
Used as:
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Made for your industry

Sync Project Calendars is made for businesses in these industries.

Made for your role

Sync Project Calendars is made for people in these roles.

Made for your department

Sync Project Calendars is made for people in these departments.

How Sync Project Calendars works

4 steps, in order, on every run.

  1. Find the Matching PagesRead the changed page and its link. Check the other database for a reciprocal link before creating a counterpart.
  2. Check Dates for ChangesCompare both pages with their last synced values. Stop and ask the owner when both sides changed differently.
  3. Align the Project and CalendarCreate a missing counterpart or copy the changed date. Mark both pages Canceled and clear their dates for cancellations.
  4. Tell the Owner What ChangedComment on the project item with the earlier and current date or cancellation. Mention the owner and link the calendar entry.

How to Get Started

Connect your tools

Connect the tools you already use, such as Microsoft Outlook or Zoom.

2 tools
Set your rules
  • Choose a project-items database and a separate schedule database with a calendar view in the same workspace; share both with the connection for reading, writing, and commenting.
  • Map each database's title, date, owner, cancellation status, linked counterpart, and last-synced date and status properties. Set Canceled as the agreed cancellation status.
  • Choose which date property appears in the schedule's calendar view and the time zone used for timed entries. Existing pairs must have reciprocal links before syncing begins.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Sync Project Calendars:

What do I need to set up before syncing dates?

You choose separate project and schedule databases in one workspace. Map their date, owner, status, and link fields. Link existing pairs before syncing.

Can changes in either database start a sync?

Yes. A date or cancellation change in either selected database starts a sync check. A new dated page can start one too.

What if both pages changed since the last sync?

The owner sees both proposed dates in a project comment and decides which to keep. The Agent leaves the dates untouched until then.

What happens when a calendar entry is canceled?

Your project page stays in place. Both dates clear, and both pages show Canceled. A later new date can reactivate the pair.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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