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Unified Search

Unified Search lets you find documents, files, and records across all your connected accounts with a single query — whether they're in Google Drive, Dropbox, your CRM, or elsewhere. Search is available both in chat and from the CalendarHero web app.

Searching in chat​

From your connected chat platform (Slack, Teams, etc.), ask your assistant a natural language question:

  • "Where is the NDA file from last month?"
  • "Search for company logos"
  • "Where are the headshots?"

Your assistant searches across all connected search integrations and returns results in the chat. Click any result to open the file directly in the app where it lives.

Searching on the web​

Go to Unified Search in the CalendarHero web app and enter your search term. Results appear from all your connected search integrations, and clicking a result opens it in the source application.

Adding search integrations​

Go to the Integration Directory → Search tab and click Add on any integration you want to include in search. Once authorized, it appears in your Installed Integrations.

Team plan admins can add search integrations for the entire organization from the Team Integration Directory → Search.

Supported search sources:

  • Google Drive
  • Gmail
  • Dropbox
  • Box
  • OneDrive
  • Slack
  • Salesforce
  • HubSpot
  • Pipedrive
  • Mailchimp
  • Mixpanel
  • HelpScout
  • Jira
  • ServiceNow

Microsoft Azure Active Directory​

Azure Active Directory (Azure AD) integration imports organizational contact information from your Microsoft directory. This allows your assistant to find and schedule meetings with colleagues by name — without needing to enter email addresses manually.

Azure AD can only be added by a team plan admin from the Team Integration Directory. Individual users cannot add this integration on their own.

Microsoft SharePoint​

Connecting SharePoint allows your team to search SharePoint files using Unified Search in chat. If SharePoint is connected, it can also be selected as the storage location for document templates under Settings → Document Generation.

SharePoint can only be added by a team plan admin from the Team Integration Directory.

Microsoft Exchange support​

CalendarHero supports two Exchange configurations:

Exchange Online/Hybrid (2016+) — Supports extended authentication and optional custom-hosted domains. Register or add your account using the Exchange Online option.

Exchange On-Premises (2013+) — Hosted behind your organization's firewall, using basic authentication (email, username, password, Exchange server, and optionally domain/forest). Your IT department must grant CalendarHero external API access before registration.

For most Microsoft 365 users, signing in with "Sign in with Microsoft" at calendarhero.com/start is the recommended approach — no manual Exchange configuration is needed.

Frequently asked questions​

How do I add Exchange to an existing CalendarHero account?

Go to the Integration Directory, locate Microsoft Exchange Online or Exchange On-Premises, and click Add. For Exchange Online, enter your work email and follow the Microsoft authorization prompts. For Exchange On-Premises, enter your email, username, password, Exchange server address, and optionally your domain/forest.

Do I need to add each search integration individually?

Yes. Each integration must be added separately from the Integration Directory. Once added, it's automatically included in all future Unified Search queries across both chat and the web app.

Can I use Unified Search to find CRM records?

Yes. If you've connected Salesforce, HubSpot, Pipedrive, or another supported CRM, those records are included in Unified Search results. You can search for contacts, deals, and other CRM objects from chat or the web.